Stock Tracking

Track what's in stock so you never run out mid-job.

Enabling Stock Tracking

Not all products need stock tracking (e.g., labour hours). Enable it per product:

1. Open the product
2. Click Edit
3. Turn on Track Stock
4. Enter the current quantity
5. Set a Reorder Point (optional)
6. Click Save

Stock Levels

View stock levels in Inventory → Stock:

• In Stock — Current quantity
• Committed — Allocated to jobs not yet complete
• Available — In stock minus committed
• On Order — Ordered but not received

Adjusting Stock

Manual Adjustment

For stock takes or corrections:

1. Click the product
2. Click Adjust Stock
3. Enter the new quantity (or +/- adjustment)
4. Add a reason note
5. Click Save

Receiving Stock

When deliveries arrive:

1. Go to Inventory → Receive Stock
2. Select the supplier
3. Add items received
4. Enter quantities
5. Click Receive

Low Stock Alerts

Set up alerts so you know when to reorder:

1. Open the product
2. Set the Reorder Point (e.g., 10 units)
3. When stock falls below this, you'll see a warning

View all low stock items in Inventory → Low Stock.

Stock History

Track every movement:

1. Open a product
2. Click History
3. See all adjustments:
   • Received from supplier
   • Used on jobs
   • Manual adjustments
   • Returns