Inventory
Org-wide valuation method and whether negative on-hand is allowed when issuing stock.
Where to find it: Left menu → Inventory & Warehousing → Inventory Policy
Step 1
Left menu → Inventory & Warehousing → Inventory Policy. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Confirm weighted average (or your method). Leave negative stock off unless finance signed off.
Step 3
Issues that would go below zero should fail when negative stock is off.
Yes. Inventory Policy is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. The ledger stays insert-only. The policy applies to new costing and controls.
