Inventory and stock

Stock tracking is optional and set product by product. Anyone with the Manage Inventory permission can update stock.

Who

Anyone with the Manage Inventory permission

Where

Inventory in the navigation

1. 1

   Step 1: Open Inventory

   Use the Inventory entry in the navigation. Filter by All Products, Low Stock or Out of Stock to see what needs attention.

2. 2

   Step 2: Receive new stock

   Choose a product and press Add to Stock. Enter the quantity received, and optionally the supplier or purchase-order number, the unit cost and a note.

3. 3

   Step 3: Review the history

   Inventory History lists every change — Sale, Receive, Adjustment or Purchase — with the person, date and quantities. Filter it by user or date range.

• Each sale reduces stock automatically.

• A product with tracking switched off is never blocked by stock levels.

• The minimum stock level you set on each product is what marks it as Low Stock.