Inventory1 min

Track inventory and stock

Keep track of retail and back-bar products, suppliers, stock at each branch, low-stock alerts and stocktakes.

Inventory is under Catalog. It tracks the products you sell, and the ones you use on clients.

Step by step

  1. 1Step 1

    Open Inventory

    From the menu, open Catalog, then Inventory.

  2. 2Step 2

    Read your products

    Products lists each item with its SKU, unit, pack size, cost, and the level that counts as low stock.

  3. 3Step 3

    Add a product

    Set the name, SKU and supplier, unit and pack size, cost and price, when to alert you, and how many to reorder. Mark items only used during services, and choose whether to track their stock.

  4. 4Step 4

    Add suppliers

    Suppliers keeps the contact details of the companies you order from.

  5. 5Step 5

    Check stock by branch

    Stock shows how much you have at each branch. From here, receive stock, take stock out, adjust a count, or move stock between branches.

  6. 6Step 6

    Watch low stock

    Low-stock lists anything at its alert level, with how many you have and how many to reorder.

  7. 7Step 7

    Receive an order

    Click Receive stock, pick the product, enter the quantity and unit cost, and save. Stock goes up and the alert clears.

  8. 8Step 8

    Do a stocktake

    Count what’s on the shelf. Match the expected count with one click, or type what you counted, and any difference shows straight away.

  9. 9Step 9

    Check the history

    History records every movement: received, adjusted, counted, and what each service used.

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