Sales

Inventory: stock balance, reorder point and product movements

Track how much you have of each product, set a reorder point to be warned when stock runs low, and record receipts, issues and adjustments. The balance is always computed from the movement history, so it never drifts out of sync.

Inventory tracks how many units you have of each product in your catalog. It does not create a new product record: it uses the products you already have under Products and keeps, for each one, the current balance and a history of movements.

See your stock

Open Inventory in the Products menu.
The table lists each product with its on-hand balance, reorder point and status: In stock, Low or Out of stock.
Use the Low stock tab to see only the products that need replenishing.

Record a movement

Click Move stock on the product row.
Choose Receipt (a purchase or delivery), Issue (a sale or consumption) or Adjustment (a stocktake correction).
Enter the quantity and a reason, then confirm. The balance updates right away.
An issue never drives stock negative: if there is not enough on hand, the operation is rejected.

Reorder point and alert

Type the reorder point straight into the table, in its column.
When the balance reaches that point, admins get an automatic notification.
Use 0 to turn the alert off for a product.

Reserved and available

Beyond On hand, the table shows Reserved and Available. Available = On hand − Reserved. Reserved is what is committed to open opportunities, so you do not sell the same unit twice.

Stock automation (optional)

At the top of the Inventory screen, an administrator can turn on two automations (both off by default):

Reserve stock on open deals: when a product is added to an open opportunity, its quantity becomes Reserved and lowers Available, without moving the balance. If the deal is lost, the reservation is released.
Deduct stock when a deal is won: when the opportunity is won, the reserved (or line-item) quantities become an automatic stock-out, recorded in the history.

💡 Both automations are independent and reversible from the same toggle. While they are off, nothing changes in your current stock.

Suppliers and cost per supplier

For each product you can register one or more suppliers, each with its own cost, supplier SKU and lead time. Open Suppliers on the product row in Inventory.

Mark one supplier as Preferred to use it by default when buying. The panel also shows the lowest, average and last cost across your suppliers, so you always buy from the best source.

💡 The purchase cost is only visible to users who can manage settings. Everyone else sees the supplier list without the cost figures.

💡 The movement history is read-only. To fix a mistake, post an Adjustment with a reason; you never need to delete a movement, and the balance always keeps matching the history.

Open this article inside the system →