Help CenterOperationsInventory

Inventory

ENTERPRISERequires the enterprise plan or above.
Inventory
ScreenInventory

Track what you hold, what has moved, and who supplies it.

OperationsInventory
  1. Create categories matching how you group stock.
  2. Add suppliers.
  3. Add items with a code, name, category and supplier.
  4. Record the opening quantity for each item.
ActionUse it when
Stock inGoods arrive from a supplier
Stock outGoods leave — sold, used or dispatched
AdjustmentCorrecting a count after a stocktake

Every movement is recorded with a reference such as STK-2026-000018, so an item's history explains exactly how the current quantity was arrived at.

Take care

Use adjustments only for genuine corrections after counting. Using them for normal movement destroys the very history that makes the module worth having.

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