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User Manual · Chapter 5 — Inventory

5.11 The three tiers — base, planning, advanced: what each switch turns on

Inventory is deliberately sold in three tempers, because the business that needs cycle counting and batch traceability is rarely the business that opened last spring — and a system that shows a five-person shop the full apparatus of a warehouse operation teaches it to ignore the apparatus. The tiers are switches on the company record (0.6); turning one on never disturbs the stock or the history beneath it.

Base — always on, no switch. The movement ledger, the Stock Enquiry, valuation, the Stock ↔ GL Reconciliation, Stock Aging and the SLOB report. Read-only honesty about the stock you already track, on data the ordinary documents already write. Every company has this from its first receipt.

Planning — the Planning switch. The system starts advising: planning parameters on the product (with the Planning tab on its record, §6.4), computed reorder points beside your manual ones, lead-time actuals learned from your own receipts, and the Replenishment worklist as information. Nothing is generated and nothing changes behaviour — the tier exists so you can learn to trust the advice before letting it draft anything.

Advanced — the Advanced switch (it requires Planning). The system starts drafting and guarding: the worklist generates draft purchase and work orders; stock counts, cycle counting and ABC classes run as §5.6 describes; and lots, expiry and FEFO become available for the products you flag for them. Drafts still need human approval, counts still need human judgement — the tier removes clerical work, not responsibility.

The growth story of 0.7 is this section, lived: base until the questions outgrow it, Planning when "what will run out?" starts costing money, Advanced when the advice has earned the drafting pen.

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