nubeso

|Tutorials
Back to all tutorials
Inventory & Products

Managing Inventory and Stock Levels

Learn how to track products, manage stock, and set up low-stock alerts.

Intermediate12 min9 Steps

0 of 9 steps completed (0%)

Prerequisites

  • Products added to catalog
  • Locations configured

Navigate to Inventory Section

From the main dashboard, locate and click on "Inventory" or "Products" in the navigation menu. This will take you to the inventory management interface where you can view all your products, their current stock levels, and manage inventory across multiple locations.

Pro Tips

  • Bookmark the inventory page for quick access
  • Use the search function to quickly find specific products

Add New Products

Click the "Add Product" or "New Item" button. Fill in the product details: Product name, SKU (Stock Keeping Unit), Category, Description, Unit price, Cost price (for profit calculations), Unit of measure (each, kg, liters, etc.). Upload product images to help staff identify items quickly.

Pro Tips

  • Use consistent SKU naming conventions
  • High-quality images improve POS experience
  • Include detailed descriptions for better inventory management

Set Initial Stock Quantities

For each product, enter the current stock quantity. If you have multiple locations, set stock levels for each location separately. Enter the reorder point (low stock threshold) to trigger automatic alerts. Record the storage location for easy physical retrieval.

Important Warnings

  • Double-check initial quantities to ensure accuracy
  • Physical counts should match system quantities

Configure Low-Stock Alerts

Set minimum stock thresholds for automatic notifications. Choose who receives low-stock alerts (managers, purchasers, etc.). Configure alert frequency (immediate, daily digest, weekly). Set reorder quantities to streamline replenishment.

Pro Tips

  • Set thresholds based on sales velocity
  • Consider lead times when setting reorder points
  • Review and adjust thresholds seasonally

Track Inventory by Location

If you have multiple locations, configure location-specific inventory tracking. Set up inter-location transfers to move stock between stores. Track inventory shrinkage and discrepancies by location. Generate location-specific stock reports.

Pro Tips

  • Assign inventory managers for each location
  • Regular audits help maintain accuracy

Record Stock Adjustments

When receiving new inventory, use the "Add Stock" function to increase quantities. Record the supplier, purchase order number, and unit cost. For damaged, expired, or stolen items, use "Reduce Stock" with reason codes. All adjustments create an audit trail for accountability.

Pro Tips

  • Always document the reason for adjustments
  • Review adjustment reports regularly
  • Train staff on proper adjustment procedures

Manage Suppliers and Purchase Orders

Navigate to the Purchases or Vendors section. Add supplier profiles with contact information and payment terms. Create purchase orders when restocking is needed. Track order status (pending, shipped, received). Record receipts and match with purchase orders.

Pro Tips

  • Maintain good supplier relationships
  • Compare prices across suppliers
  • Track delivery reliability

Generate Inventory Reports

Access the Reports section and select inventory reports. View: Current stock levels across all locations, Inventory valuation, Stock movement history, Low-stock items, Best-selling products, Slow-moving inventory. Export reports for further analysis or accounting purposes.

Pro Tips

  • Schedule weekly inventory reviews
  • Use reports to optimize stock levels
  • Identify seasonal trends

Enable Automatic POS Deduction

Configure inventory to automatically decrease when items are sold through POS. Set up component tracking for recipes (restaurants) or bundled products (retail). Enable real-time sync so all locations see updated stock levels immediately.

Important Warnings

  • Test automatic deduction before going live
  • Monitor for sync errors regularly

Related Tutorials

Using the Point of Sale (POS) System

Complete guide to using the Nubeso POS terminal for restaurants and retail businesses, including order processing and payment.

Complete Setup for Retail Stores

Comprehensive guide for retail businesses to manage inventory, sales, and customers.

Complete Setup for Restaurants

End-to-end guide for restaurant owners to set up POS, menu, kitchen display, and more.