This page provides an overview of everything you can do in the inventory module.
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.
Tap ‘New Category’ to create a category for your inventory.
Categories will be displayed on the left-hand side of the inventory page.
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.
Tap the print icon to print the inventory list of this specific category.
Home Page > Settings > Inventory > Print Template Settings
Tap the folder information icon to view information regarding this category.
Tap ‘New Item’ to add to your inventory.
Utilise the Search by feature to filter results, then use the search bar to find a specific item.
Item information will appear on the right-hand side after selecting an item. Tap the print icon to print an item’s information.
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.
This page allows you to record and view the amount of stock held by your company.
You may see a breakdown of an item’s quantity and the location in which each is being held by tapping its quantity amount.
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).
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...).
This page enables you to see every aspect of the stock take activity including dates, times, users, descriptions, quantity, quantity balance and fees.