Guides / Service

Inventory, step by step

Inventory holds the parts and consumables you stock. See what is on hand, spot low stock and correct a count.

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Find an item and check its stock

When you need to know how many are on the shelf.

1

Click Low stock

All shows every item. Low stock shows the items at or below their reorder level.

The Low stock tab marked 1 above the inventory list
The Low badge in the list marks the same items.
2

Search the list

Search by name, SKU or category, then click Filter.

The search box on the Inventory page, marked 2
3

Click Open → on the item

The list shows the quantity on hand and the supplier. The item page adds the reorder level and the unit cost.

An inventory row with 15 Nos and a Low badge, marked 3

Adjust stock

When a count is wrong, or items were damaged or lost.

1

Click Adjust stock

Top right of the item page. It opens the Stock tab.

The Adjust stock button on an item page, marked 1
2

Type the Qty change

A negative number reduces stock, for example -2. A positive number adds stock that is not tied to a purchase order.

The Qty change field with -2, marked 2
3

Type a Reason

Optional, for example Physical count correction.

The Reason field filled in, marked 3
4

Click Apply

The change is applied to the quantity on hand and the movement is added to the list below.

The Apply button marked 4
5

Read Recent stock movements

Each line shows the change, where it came from (Received (PO), Manual adjustment) and the time.

The Recent stock movements list, marked 5

Add an item

When you start stocking something new.

1

Click + New Item

On the Inventory page, top right.

The Inventory page with + New Item marked 1
2

Type the Name

Required. For example Copper winding wire 1.0mm.

The Name field filled in, marked 2
3

Type the SKU

Your own code for the item.

The SKU field marked 3
4

Choose the UOM

The unit of measure: Nos, Job, Set, Mtr, Kg, Ltr or Box.

The UOM list set to Kg, marked 4
5

Choose the Preferred supplier

Optional. The suppliers come from the Suppliers page.

The Preferred supplier list marked 5
6

Set the Reorder level

The field says Alert when stock falls to/below this. Items at or below it show as Low.

The Reorder level field marked 6
7

Click Save

Unit cost (₹) and Notes are optional.

The Save and Cancel buttons, Save marked 7

See it on your own data.

Twenty minutes on a live workspace, with your files and your team.