Inventory Management 📊

The Inventory module is your command center for managing stock, tracking movements, and ensuring you never run out of products. From adding new stock to transferring between locations, this guide covers everything you need to know.

Inventory Dashboard

Start at the Inventory Dashboard for an overview:

• Total inventory value
• Low stock alerts
• Recent stock movements
• Quick access to common tasks

Navigation: Inventory → Dashboard

Stock Management

Viewing Stock Levels

Monitor your inventory in real-time:

• View current stock levels for all products
• Filter by category, location, or stock status
• See low stock warnings
• Track inventory value
• Export stock reports

Adding New Stock

Record incoming inventory:

1. Go to Inventory → Stock → New Stock
2. Select the supplier (or add a new one)
3. Add products and quantities received
4. Enter purchase prices
5. Add purchase order number (if applicable)
6. Select the location (if multiple locations)
7. Save the stock entry

Stock Transfers

Move inventory between locations:

1. Go to Inventory → Stock → Stock Transfers
2. Click "New Transfer"
3. Select source location (where stock is coming from)
4. Select destination location (where stock is going)
5. Add products and quantities to transfer
6. Add transfer notes (optional)
7. Confirm the transfer

Purchase Orders

Create and manage purchase orders:

• Create purchase orders for suppliers
• Track order status
• Receive stock against purchase orders
• View purchase order history
• Generate purchase order reports

Navigation: Inventory → Stock → Purchase Orders

Stock Take (Inventory Count)

Perform physical inventory counts:

1. Go to Inventory → Stock → Stock Take
2. Click "New Stock Take"
3. Select the location to count
4. Count products physically
5. Enter counted quantities
6. Review discrepancies (difference between system and actual count)
7. Approve adjustments
8. Stock levels are updated automatically

Stock Movements

View all inventory changes:

• Stock received from suppliers
• Stock sold to customers
• Stock transfers between locations
• Stock adjustments and corrections
• Stock take adjustments

Navigation: Inventory → Stock → Stock Movements

Low Stock Alerts

Set up automatic alerts when products are running low:

1. Go to product settings or inventory settings
2. Enable "Low Stock Alerts"
3. Set the threshold for each product or category
4. Choose notification method (in-app, email, or both)

You'll be notified when:

• Stock levels drop below the threshold
• Products are out of stock
• It's time to reorder

Multi-Location Inventory

If you have multiple locations:

• Each location maintains its own stock levels
• Transfer stock between locations easily
• View inventory by location
• Generate location-specific reports

Learn more in our Multi-Location Management guide.

Inventory Reports

Generate comprehensive inventory reports:

• Stock Levels Report: Current inventory status
• Stock Valuation: Total inventory value
• Movement Report: Inventory changes over time
• Low Stock Report: Products below threshold
• Stock Take Report: Results of inventory counts
• Transfer Report: Stock transfers between locations

Navigation: Reports → Inventory Reports

Best Practices

• Regular Stock Takes: Perform physical counts regularly to maintain accuracy
• Set Low Stock Thresholds: Configure alerts to avoid running out of popular items
• Track Movements: Always record stock movements for accurate tracking
• Review Reports: Check inventory reports regularly to identify trends
• Organize by Location: If you have multiple locations, keep stock organized by location