---
id: UJ-027
title: Receive stock, issue stock, count inventory, and inspect history
actors: [inventory user, billing staff, accountant]
surface: app.zync.is/inventory and invoice flows
goal: Keep multi-location stock and cost traceable while it flows through purchasing and invoicing.
trigger: User receives goods, issues a stock-backed invoice, performs a count, or inspects an item.
preconditions:
  - Inventory module enabled; tracked product/location exists; user has inventory permission.
success_state: Stock ledger, valuation/COGS, count variance, and source-document links are consistent.
source_specs:
  - docs/specs/2026-07-04-inventory-management-design.md
  - docs/specs/2026-07-05-inventory-locations-design.md
  - docs/specs/2026-07-05-inventory-management-b8-design.md
  - docs/specs/2026-07-05-inventory-reports-design.md
  - docs/specs/2026-07-05-inventory-stock-list-design.md
---

## Happy path

1. User creates tracked product and locations → configures units, cost, reorder/negative-stock policy.
2. User records receipt → Zync posts quantity/cost movement and updates location valuation.
3. User issues invoice with stock line → Zync posts issue/COGS movement, allowing or blocking negative stock according to tenant policy.
4. User runs physical count → enters counted quantity/notes; Zync computes variance and records adjustment after confirmation.
5. User opens item history or inventory report → sees on-hand quantity, value, locations, movements, COGS, and count state.

## Alternate and failure paths

- Unknown product/location, invalid unit/cost, or strict oversell → block operation with correction.
- Negative stock allowed → issue remains posted with provisional/pending cost and later receipt trues it up.
- Repeated void/reversal → idempotent reversal prevents a second compensating movement.

## Permissions and boundaries

- Inventory history is not the same as invoice permission; dedicated inventory read permission applies.
- Statutory/tax composition remains governed by accounting/report specs.

## Source specs

- `docs/specs/2026-07-04-inventory-management-design.md`
- `docs/specs/2026-07-05-inventory-locations-design.md`
- `docs/specs/2026-07-05-inventory-management-b8-design.md`
- `docs/specs/2026-07-05-inventory-reports-design.md`
- `docs/specs/2026-07-05-inventory-stock-list-design.md`