Managing stock items

Adding and editing items needs the stock: create and stock: edit permissions.

Add a product

1. From the Stock page, choose New product.
2. Enter a SKU and a name (both required).
3. Optionally set the description, category, unit cost, unit price, unit of measure, manufacturer and part number.
4. Set the Is service and Track stock flags as appropriate, then save.

Use Edit on a product's detail page to change any of these later.

Adjust stock

From a product's detail page, record a stock adjustment by choosing a location and entering a quantity change with optional notes. A positive quantity records an adjustment movement that increases stock; a negative quantity records an out movement that decreases it. The quantity cannot be zero.

Raise a purchase order

1. Go to Purchase orders and choose New purchase order.
2. Enter the vendor name (required) and optionally the vendor email, company, expected delivery date and notes.
3. Add line items — each with a description, quantity ordered and unit cost; lines can be linked to an existing product.
4. Save. The PO is assigned a PO number and starts as a draft.

PO statuses are draft, sent, partial, received and cancelled.

Receive stock

Open a PO and use Receive. Choose the receiving location and enter the received quantity for each line. Receiving creates the matching stock movements and updates inventory automatically.