Inventory tracking helps you maintain accurate stock levels, prevent over-selling, and get notified when it's time to restock. You can set up global tracking rules for your entire business or manage stock levels for each individual item.
Configuring Global Inventory Settings
Global inventory rules are defined in your business profile. This allows you to set a baseline for when tracking begins and how the system should handle low-stock scenarios.
Navigate to Business Profiles: From the main menu, go to Business Profiles.
Open Settings: Find the business profile you want to configure and open its Settings.
Find the Inventory Section: In the settings panel, go to the Settings tab and locate the Inventory Tracking block.
Configure Tracking Rules:
Toggle the Inventory Tracking switch to ON.
Set an Inventory Start Date (the date from which all stock movements will be calculated).
Enable Out of Stock warnings to show an alert when an item's quantity drops below zero.
Enable Reorder notifications to receive an alert when an item reaches its critical threshold.
Save Changes: Click the save button to apply your global inventory preferences.
Managing Inventory for Individual Items
Once global tracking is enabled, you can define specific stock levels and cost details for every product in your catalog.
Navigate to Items: From the sidebar menu, go to Items.
Edit an Item: Click on the item you wish to manage to open its configuration panel.
Set Stock Levels & Costs:
Enter the current Quantity available in your warehouse.
Record the Cost Price to allow the system to calculate your profit margins.
Select the appropriate Invoice Unit (e.g., Pcs, Kg, Box) to define how the stock is measured.
Automatic Updates: The system will now automatically deduct stock when an Invoice is finalized and increase stock when a Bill or Purchase Order is recorded.