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Overview

Inventory Overview

This page provides an overview of everything you can do in the inventory module.

Inventory Overview

Categories

A category is used to group items together; these can include products, services and packages. After adding a category to your inventory it will be visible in the inventory page.

Tip
See here for a detailed look at adding categories.

Tap ‘New Category’ to create a category for your inventory.

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Categories will be displayed on the left-hand side of the inventory page.

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In order to edit or delete a category, select it and, using your thumb or finger, slide to the left. This will reveal two icons. Tap the Red Bin Icon to delete, or the Orange Pencil Icon to edit.

Tip
The method of swiping left to edit or delete is present throughout the application, for example, with items, customers, and suppliers.

Inventory OverviewGet Started Part 1

Tap the print icon to print the inventory list of this specific category.

Tip
Printing templates can be set via
Home Page > Settings > Inventory > Print Template Settings

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Tap the folder information icon to view information regarding this category.

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Items

Items are products, matrices, packages and services that you can add to your list of inventory.

Tap ‘New Item’ to add to your inventory.

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Utilise the Search by feature to filter results, then use the search bar to find a specific item.

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Item information will appear on the right-hand side after selecting an item. Tap the print icon to print an item’s information.

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Inventory Transfer

This feature allows you to log movements of inventory from one location to another (e.g. From the warehouse to store room), or log inventory transfers between branches.

All inventory transfers are recorded and can be viewed in View Inventory Transfers.

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Stocktake

This page allows you to record and view the amount of stock held by your company.

Tip
See here for an in-depth guide to taking stock.

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Inventory Balance

You may see a breakdown of an item’s quantity and the location in which each is being held by tapping its quantity amount.

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Inventory Adjustment

Inventory adjustment may be necessary when you need to increase or decrease the amount of inventory you have of an item without making a sale. This might be due to a number of reasons (e.g. Miscalculation).

Tip
For an in-depth guide to inventory adjustment, see here.

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Inventory Waste

Inventory waste is for when you need to decrease the amount of inventory you have. This might be due to a number of reasons (e.g. Spillage, Loss, etc...).

Tip
For an in-depth guide to inventory waste, see here.

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Item Stock Activity

This page enables you to see every aspect of the stock take activity including datestimesusersdescriptionsquantityquantity balance and fees.

Tip
See here for a comprehensive guide to item stock activity.

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