Product Stock Management

To enable product stock management, goto the Options menu in the Sales web app, and check “Product Stock Management” in the General tab, Catalog section.

Once this option is activated, a Stock tab will appear in the Product view in the Catalog.

How to add and remove stock items

To manually add to or remove items from a Product stock, go to the Stock tab and tap + then select Add to Stock or Remove from Stock. Enter a quantity, date and optional Note.

The history of all stock transactions on a Product is displayed in the Stock tab.

When you mark a Quote as Confirmed, the quoted product quantities are automatically removed from each Product stock. When you confirm a Purchase Order, the ordered quantities are automatically added to each Product stock.

Low Stock warning

You can be alerted when the Stock goes below a certain level for each Product.

In the Options menu General tab, enter a non-zero value in the “Low stock warning threshold” field. When the Stock level of any Product reaches this value or goes below, the Product is flagged as a Low Stock Product.

Note that you can also set a specific “Low stock threshold” per Product, which overrides the General setting. In the Edit Product screen, if the “Low stock warning threshold” field has a non-zero value, this level is used for the Product in place of the General value.

In the Catalog web Dashboard, the Low Stock indicator shows the number of Low Stock Products. Click on the Indicator to display the list of Low Stock Products in the Catalog, ordered by lowest stock level. In the Catalog section on the mobile, the Low Stock menu lists the Low Stock Products.

A “Low Stock” notification is sent whenever an item is added or removed from a Product Stock and the Product has a Low Stock level.

Low Stock products are highlighted in orange, those with negative stock levels being shown in red.

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