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Track 2 — Products and inventory

Manage your stock

See stock for every version, record stock in and out, and hear about it before anything runs out.

3 min readLesson 5 of 6

Where in the panel?PanelInventoryOpen in the panel

In this lesson

  • See the value and state of your stock at a glance
  • Record stock in, stock out, damage and returns with a reason
  • Use shared inventory for items built on the same base
On this page — 4 sections
  1. The Stock tab
  2. Record stock in and out
  3. Reservations
  4. Shared inventory

Inventory is in the sidebar and has three tabs: Stock, Reservations and Shared inventory.

The Stock tab

Four figures sit at the top: Inventory Value, Stock on Hand, Low Stock and Out of Stock. Below is every version, which you can filter by status, category and code.

Record stock in and out

  1. Press Adjust next to the version.

  2. Choose a direction and a reason.

    In: manual, purchase, return or transfer. Out: manual adjustment, damage, loss or transfer.

  3. Enter the quantity and the purchase price per unit.

    The price is filled in from your last purchase. Sales draw from the oldest batch first, so your profit is calculated accurately.

  4. Add a note and press Submit Adjustment.

Every change stays in that version’s History, so you always know who moved what, when and why.

Reservations

While an order is being paid for, its stock is reserved so two people can’t buy the last item at once. The Reservations tab shows what’s held.

Shared inventory

If one base item is sold as several products (a plain white T-shirt in several prints, say), create a New shared inventory and Connect variant each version to it. Every print sold then draws from that single count.

Finished this lesson?

Mark it done to tick it off in the list and keep track of how far you’ve come.

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