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