Inventory Management Guide - Adding Products and Tracking Stock

1. Adding Products to Your Inventory

To add a new product:

1. Navigate to Inventory from the main menu
2. Click "Add Product" or the "+" button
3. Fill in product details:
   • Product name and SKU
   • Description
   • Category
   • Purchase price and selling price
   • Initial stock quantity
   • Unit of measurement
4. Upload product images (optional)
5. Click "Save"

2. Managing Stock Levels

Keep track of your inventory in real-time:

• Stock Adjustments: Manually adjust quantities for damaged, lost, or found items
• Automatic Updates: Stock levels update automatically when you make sales or purchases
• Stock History: View complete history of all stock movements
• Multi-location: Track inventory across multiple locations if you have the multi-location feature

3. Setting Up Low Stock Alerts

Never run out of stock with automatic alerts:

1. Go to the product you want to monitor
2. Set the "Reorder Point" (minimum stock level)
3. Set the "Reorder Quantity" (how much to order when low)
4. Enable email notifications

You'll receive alerts when stock falls below the reorder point, helping you maintain optimal inventory levels.

4. Organizing Your Inventory

Keep your inventory organized with:

• Categories: Group related products together
• Tags: Add tags for easy searching and filtering
• Variants: Create product variants (sizes, colors, etc.)
• Bulk Actions: Update multiple products at once

5. Inventory Reports

Generate reports to understand your inventory:

• Stock Valuation: See the total value of your inventory
• Movement Reports: Track product movements over time
• Low Stock Report: View all products below reorder point
• Fast/Slow Movers: Identify best and worst selling products

6. Importing and Exporting

For bulk operations:

• Import Products: Upload a CSV file to add multiple products at once
• Export Inventory: Download your inventory data for backup or analysis
• Template Available: Use our CSV template to ensure proper formatting