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Inventory Management

Track product quantity and manage your stock

Updated over a year ago

 

  • In the Products section select either a Product or create a new one

  • The Item code has to be filled in order to track the inventory level.
    Note: The inventory is tracked based on the item code. Please make sure your products contain unique item codes.

  • Select the grey Track quantity level button - it turns blue or green

  • Now you can enter the initial stock. You can use numbers with decimal points as well
    note: In the web version you can also click on + and enter more details like date, time and note

  • Save item when done

How it works

When you create an invoice and add a product, the stock will decrease by the number of products on am invoice.

A credit note will increase your stock.


Orders, pro forma invoices and estimates don't affect the stock at all.

For more tips and tricks on Inventory management, head over to our blog.

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