Effective stock management ensures you always have the right products available. Learn how to track, adjust, and manage your inventory levels in Tracksales.

1. Viewing Stock Levels

Monitor your inventory:

  • Go to Inventory to see all products
  • View current stock quantity for each product
  • Check stock value and total inventory worth
  • Filter by low stock, out of stock, or all products

2. Automatic Stock Updates

Stock levels update automatically when:

  • You make a sale through Point of Sale
  • An invoice is created and marked as paid
  • You record a purchase or stock receipt
  • You process a return or refund

This ensures your inventory is always accurate in real-time.

3. Manual Stock Adjustments

Sometimes you need to manually adjust stock:

  1. Go to the product you want to adjust
  2. Click "Adjust Stock"
  3. Enter the adjustment amount (positive to add, negative to remove)
  4. Select reason (Damaged, Found, Counted, etc.)
  5. Add notes if needed
  6. Save the adjustment

4. Stock Transfer (Multi-Location)

If you have multiple locations:

  • Transfer stock between locations
  • Track inventory at each location separately
  • View consolidated inventory reports
  • Set location-specific reorder points

5. Stock History

Track all stock movements:

  • View complete history of stock changes
  • See who made adjustments and when
  • Track reasons for adjustments
  • Export stock history for auditing

6. Stock Valuation

Understand your inventory value:

  • View total inventory value at cost
  • See potential revenue value at selling price
  • Track inventory turnover
  • Generate stock valuation reports

💡 Pro Tip

Conduct regular stock counts to ensure accuracy. Compare physical counts with system records and make adjustments as needed. This helps identify discrepancies early.