How to Use Inventory Features, Create Warehouses, Stock Transfers, and Reports
1. Enable Inventory Management
Go to Your Subscription in the main menu and activate the feature Inventory Management and POS by clicking TRY OR SUBSCRIBE.
Once activated, a new section Inventory Management will appear in the main menu.
2. Key Sections in Inventory Management
POS (Cash Register): Sell products using the register view.
Receipts: All receipts from POS sales are stored here.
Inventory Transactions: Logs all product sales from POS or invoices.
Incoming Goods: Use this to increase stock levels for products.
Stock Adjustment: Manually correct inventory levels or perform inventory counts.
POS Sellers: Create a seller profile for each person using the POS system.
Suppliers: (Deprecated) Use Purchases > Suppliers instead.
Warehouses: Manage and create warehouse locations.
📦 Note: One default warehouse is created automatically, but you can add more via Inventory Management → Warehouses.
3. Product Setup and Sales
Add products via Sales > Products.
When selling through POS or invoices, the product quantity is automatically deducted from stock and logged in Inventory Transactions.
Replenish inventory via Inventory Management > Incoming Goods.
4. Inventory Reports
Accessible from Inventory Reports in the main menu:
Stock Alert Report: Set "stock threshold" per product via Sales > Products. Products below the threshold will appear in this report.
Sales Log: Shows all product sales (via invoice or POS).
Turnover Report: Displays total sales and quantities sold for each product.
Stock Report: Shows current stock balances and inventory value.
Settlement Report: Breakdown of sales by payment method and VAT rate.