> ## Documentation Index
> Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory Configuration: Initialize and Control Stock

> Set opening stock quantities and rates, import inventory in bulk, review stock history, and manage approval workflow validation rules in Kuvera Arc.

Inventory Configuration sets the foundation for accurate stock management in Kuvera Arc. Use it to define opening stock, import stock in bulk, review initialization history, and manage validation rules for approval workflows.

<Info>
  Inventory Configuration affects stock tracking, inventory valuation, reporting accuracy, and transaction validation across inventory-related modules.
</Info>

## What's available

Inventory Configuration includes tools for stock initialization and workflow control.

<Frame caption="Inventory Configuration page" />

<CardGroup cols={2}>
  <Card title="Opening Stock" icon="boxes-stacked">
    Manually define the starting quantity and rate for each product.
  </Card>

  <Card title="Import Opening Stock" icon="file-import">
    Upload opening stock data in bulk using a structured import workflow.
  </Card>

  <Card title="Opening Stock History" icon="clock-rotate-left">
    Review saved opening stock entries with search, filter, and export options.
  </Card>

  <Card title="Validation Settings" icon="shield-check">
    Control whether selected transaction types must pass through a pending approval stage.
  </Card>
</CardGroup>

## Opening Stock

Opening Stock defines the initial quantity and rate per item for products in a warehouse. These values become the baseline for future stock movement, valuation, and reporting.

<Warning>
  Configure opening stock before recording sales, purchases, adjustments, or other inventory transactions. Changing opening stock after transactions begin may require corrections across reports and records.
</Warning>

## Create an opening stock entry

<Steps>
  <Step title="Open Inventory Configuration">
    Go to **Configuration** and select **Inventory Configuration**.

    <Frame caption="Inventory Configuration in the menu" />
  </Step>

  <Step title="Open Opening Stock Entry">
    Select **Opening Stock Entry** from the sub-menu.
  </Step>

  <Step title="Click Create Entry">
    Click **Create Entry** to open the opening stock form.

    <Frame caption="Create Entry button" />
  </Step>

  <Step title="Select a warehouse">
    Choose the warehouse where the opening stock will be assigned.

    <Frame caption="Warehouse selection" />
  </Step>

  <Step title="Add products">
    Use the product dropdown to select each product. Click **Add Another Product** to add more rows.
  </Step>

  <Step title="Enter stock details">
    For each product, enter the opening quantity and rate per item. Kuvera Arc calculates the total price automatically.
  </Step>

  <Step title="Review and save">
    Review quantities, rates, and totals, then click **Save Opening Stock**. Click **Cancel** to discard.
  </Step>
</Steps>

## Opening stock fields

<Frame caption="Opening stock entry table" />

<CardGroup cols={2}>
  <Card title="SN" icon="hashtag">
    Serial number of the entry row.
  </Card>

  <Card title="Product Name" icon="box">
    Product selected for opening stock assignment.
  </Card>

  <Card title="Opening Stock" icon="boxes-stacked">
    Starting quantity for the product at the selected warehouse.
  </Card>

  <Card title="Rate per Item" icon="tag">
    Unit value or cost rate used for opening stock valuation.
  </Card>

  <Card title="Total Price" icon="money-bill">
    Automatically calculated from opening stock quantity multiplied by rate per item.
  </Card>
</CardGroup>

<Note>
  Product records must exist before you can assign opening stock. If a product is missing from the dropdown, add it through the Inventory module first.
</Note>

## Import Opening Stock

Use **Import Opening Stock** when you have a large product catalog or want to upload stock quantities and rates from a file.

<Frame caption="Import Opening Stock option" />

<Steps>
  <Step title="Open Inventory Configuration">
    Go to **Configuration** and select **Inventory Configuration**.
  </Step>

  <Step title="Open Import Opening Stock">
    Select **Opening Stock Entry**, then click **Import Opening Stock**.
  </Step>

  <Step title="Upload your file">
    Upload a **CSV**, **XLSX**, or **XLS** file. Download the sample file if you need a column reference.

    <Frame caption="Upload opening stock file" />
  </Step>

  <Step title="Match headers">
    Review the column headers from your file and confirm they align with the expected system fields.
  </Step>

  <Step title="Map fields">
    Verify or adjust column-to-field mapping so stock quantities and rates are assigned correctly.

    <Frame caption="Opening stock field mapping" />
  </Step>

  <Step title="Finalize the import">
    Confirm the import. Kuvera Arc validates the data and creates opening stock records.
  </Step>
</Steps>

<Tip>
  Use the sample file provided on the Import Opening Stock page to prevent column mismatch errors and include all required fields.
</Tip>

<Warning>
  Review imported quantities and rates carefully before finalizing. Incorrect opening stock affects inventory valuation, stock-on-hand reports, and future stock movement calculations.
</Warning>

## Opening Stock History

Opening Stock History shows every opening stock entry saved manually or through import. Use it to audit inventory initialization records.

<Frame caption="Opening Stock History page" />

<Steps>
  <Step title="Open Inventory Configuration">
    Go to **Configuration** and select **Inventory Configuration**.
  </Step>

  <Step title="Open Opening Stock Entry">
    Select **Opening Stock Entry**.
  </Step>

  <Step title="Click View History">
    Click **View History** to open the history table.
  </Step>
</Steps>

## History table

<CardGroup cols={2}>
  <Card title="SN" icon="hashtag">
    Serial number of the history record.
  </Card>

  <Card title="Product Name" icon="box">
    Product included in the opening stock entry.
  </Card>

  <Card title="Opening Stock" icon="boxes-stacked">
    Recorded opening quantity.
  </Card>

  <Card title="Rate per Item" icon="tag">
    Recorded unit rate at the time of entry.
  </Card>

  <Card title="Total Price" icon="money-bill">
    Calculated total value for the opening stock entry.
  </Card>
</CardGroup>

## Search, filter, and export history

<AccordionGroup>
  <Accordion title="Search history">
    Use the search field to find opening stock records by product name or other text values.
  </Accordion>

  <Accordion title="Filter by date and warehouse">
    Use **Filter Data** to narrow records by date range and warehouse location.
  </Accordion>

  <Accordion title="Export history">
    Export opening stock history in **XLSX**, **PDF**, or **CSV** format.

    <Tabs>
      <Tab title="Full Export">
        Exports all opening stock history records regardless of active filters.
      </Tab>

      <Tab title="Current View Export">
        Exports only the records currently visible after filters are applied.
      </Tab>
    </Tabs>
  </Accordion>
</AccordionGroup>

## Validation Settings

Validation Settings control whether selected transaction types must pass through a pending approval stage before progressing.

<Frame caption="Inventory Validation Settings" />

<CardGroup cols={2}>
  <Card title="Purchase Order" icon="file-signature">
    Remove or keep the pending stage for Purchase Orders.
  </Card>

  <Card title="Purchase Bill" icon="file-invoice-dollar">
    Remove or keep the pending stage for Purchase Bills.
  </Card>

  <Card title="Sales Order" icon="file-signature">
    Remove or keep the pending stage for Sales Orders.
  </Card>

  <Card title="Sales Invoice" icon="file-invoice-dollar">
    Remove or keep the pending stage for Sales Invoices.
  </Card>

  <Card title="Goods Received Note" icon="clipboard-check">
    Remove or keep the pending stage for GRNs.
  </Card>

  <Card title="Adjustment" icon="warehouse">
    Remove or keep the pending stage for inventory adjustments.
  </Card>

  <Card title="Stock Issue" icon="right-left">
    Remove or keep the pending stage for stock issues.
  </Card>
</CardGroup>

## How validation settings work

<Tabs>
  <Tab title="Pending removed">
    When a pending removal setting is enabled, the selected transaction type skips the pending approval stage.

    This can speed up high-volume workflows where formal approval is not required.
  </Tab>

  <Tab title="Pending required">
    When a pending removal setting is disabled, the transaction must pass through the full approval flow.

    An authorized user must approve the document before it can progress.
  </Tab>
</Tabs>

<Warning>
  Changing validation settings alters approval flow behavior across multiple modules. Review your business rules and permissions before enabling pending bypass options.
</Warning>

<Note>
  In multi-user environments, consider keeping the pending stage active for high-value or financially sensitive transaction types such as Purchase Bills and Sales Invoices.
</Note>