Use Inventory to see how much stock you have at each branch or warehouse, and to correct a count after a stocktake or when goods are damaged or lost. Changing stock needs an account that can adjust stock, and stock tracking on your plan.
1. Open Inventory
In the side menu, under Inventory & Warehouses, select Inventory. The Export CSV button at the top downloads the list below as a file. Stock Movements (every change so far) and Transfers (moving stock between places) are their own items in the same group of the side menu.
The Showing picker at the top of the dashboard decides whether the page shows all your branches or one place.
Export CSV sits at the top of the page. Showing in the header picks all places or one.
2. Read the summary
The first row of cards shows Total Products, Active Products, Tracked Products and Low Stock Alerts.
The second row counts your stock lines: In stock, Low stock (at or under the alert level, not out yet) and Out of stock. If your shop buys from suppliers, Purchases due shows supplier purchases still expected.
The first row counts your products; the second counts stock lines In stock, Low stock and Out of stock, and Purchases due.
3. Find what needs restocking
The stock list sits right under the search box and the filters. Each line is one item at one place, with On hand, Unavailable, Available and Status. A size or colour tracked on its own has its own line.
Use the search box to find an item by name or code. Set Stock status to Low stock or Out of stock to see only what needs restocking, and use the category list to narrow it further.
Each line is one item at one place. Search, Stock status and the category list narrow it to what needs restocking.
4. Open Adjust stock
On the line you want to change, press the arrows button, Adjust stock. A window opens with the Branch or warehouse and the Item already chosen from that line.
The arrows button at the end of a line is Adjust stock.
5. Check you are on the right line
For a product with sizes or colours, check the item name in the window: each variant tracked on its own is a separate line, so open the window from the line of the right size or colour. For a shared pool, the line is the product's one total.
Products set to No tracking keep no count, so they have nothing to adjust.
The window opens with the place and the item of that line. A colour tracked on its own is its own line.
6. Choose the reason and the quantity
Pick the Reason. The line under it explains each one:
Correcting the number: sets the count right. Then pick the Add or Remove tab.
Mark as damaged: the goods stay on hand but cannot be sold.
Write off damaged goods: throws damaged goods away.
Make available again: repaired goods go back on sale.
Lost and Expired: take those goods out of what you can sell.
In How many, write the amount to add or remove, without a minus sign, not the final total. For example, if the recorded count is 10 and your stocktake finds 12, choose Correcting the number, Add, and write 2.
Reason: correct the number, mark goods damaged, write them off, make them available again, or record them lost or expired.
7. Check the new quantity and save
The window shows what the change will leave, for example Available at your branch: 10 → 12. You can add a note in Notes, then press Save the change.
You see Stock updated. and the new number. If you see Not enough stock at this place, you are removing more than that place has: check the number and the reason. Every change appears in Stock Movements.
Hint: to record a new delivery as Received, use Adjust stock on the product's own stock page.
Before you save, the window shows what the change will leave at that place.
Result
You see Stock updated. and the line shows the new number. The change is also listed in Stock Movements.