Inventory: stock, receiving, counts, recipes

Start tracking stock

Inventory is included in every plan. The first time, open Stock & purchasing → Inventory and press Turn on stock tracking (owner). From then on sales and services deduct stock. Suppliers and purchase orders are the Supplier system add-on.

1. In Services → Products, open a product and turn on Track stock.
2. Open Inventory and press Receive goods to add goods (supplier, packs, cost per pack). To receive against an order use Purchase orders.
3. The Stock tab shows on hand, average cost, value and Reorder at.

Adjust, waste or transfer

1. Press Adjust / waste, choose the item, quantity (negative takes stock out) and reason. Some corrections need approval by someone else (Adjustments tab).
2. Press Transfer to move stock between branches at its average cost.

Stock count and service recipes

1. In Stock counts press Start a stock count, enter what you count, Save counts, then Submit count. Another person presses Approve & post variance.
2. In Service recipes press New recipe to set the materials a service uses; they are taken from stock when the service is paid.