Stock: low-stock alerts, adjust and transfer
Stock goes down when you sell and up when you buy, by itself. You only fix it by hand when something is damaged, expired, lost or when a count doesn't match. Every change is kept in the item's Stock history.
See your stock
On the computer (website)
- Open Items & Prices. The list shows each item's stock and the stock value.
- Turn on Low stock only to see only items running out.
- Open an item to see its Stock history — every sale, purchase, return and adjustment.
On the phone app
- Open the Items tab — each item shows its stock.
- For the full list with values, open More → Stock → Stock report.
Low-stock alerts
- In the item, fill in Low-stock alert at — e.g. 24 Pcs.
- Make sure Show low-stock alerts is on in Settings → Bills & rules.
- When stock falls to that number, it shows under Alerts (the bell on the website, More → Alerts on the phone) and on the dashboard.
Tips
- From an alert you can tap New purchase (Re-order on the phone) to buy more straight away.
Adjust stock (damage, expiry, loss, count)
Choose a reason: Damage / toot-phoot, Expired, Loss / theft, Stock count correction or Other. Damage, expiry and loss always take stock out. The loss shows in the Damage & loss report.
On the computer (website)
- One item: on Items & Prices, open the item's ⋯ menu and tap Adjust stock. Choose Why?, Add stock or Remove stock, type the quantity and tap Save adjustment.
- Many items: on Items & Prices, open the page's ⋯ menu → Several items at once. Choose the reason, search and add the items, type the quantities and save.
On the phone app
- Open More → Stock.
- Tap Adjust one item, or Adjust many items for several items with one reason.
- Choose the reason, the item(s) and the quantity, then tap Save adjustment.
Tips
- To see old adjustments, open Past adjustments. A wrong adjustment can be cancelled — the stock goes back.
Move stock between shop and godown
If you have more than one location (a shop and a godown), you can move stock between them. This needs a plan with more than one location.
On the computer (website)
- Add the godown in Settings → Lists → Locations (shop / godown).
- Open Stock transfer (or Transfer stock on Items & Prices).
- Choose from where and to where, add the items and quantities, and save.
On the phone app
- Open More → Stock → Transfer stock.
- Choose From and To, add the items and quantities.
- Tap Save transfer.
Common problems
- “Not enough stock” on a bill
- What to do: The shop doesn't allow selling more than the stock. Fix the stock with an adjustment, or switch on Allow selling more than the stock in hand in Settings → Bills & rules.
- Stock is wrong after a count
- What to do: Use Stock count correction: add or remove the difference.
- I can't see Stock transfer
- What to do: Your plan has one location only. Upgrade in Settings → Subscription.