Welcome to our Help Center

To set up stock management, follow these steps:

1. Select Integrations from the sidebar.

2. Click on Stock, then Create.

3. Choose your company and click Save.

After adding your company, you'll need to configure the stock management system to suit your needs.

To enable inventory tracking, set up the locations used for stock and specify which items are in stock. Note that stock items don't have to be identical to your products. For example, an item can be a beverage or a length of fabric, but you only sell parts of the item as a product.

Under Items, click on Functions. You'll see two options:

• Import: This maps existing products to stock items.

• Create Item: This creates one item at a time.

By clicking Import Products, all products in the product library will be added as stock items. These will be mapped automatically 1:1 and the capacity is set for 1 and the unit is always set to “pcs”. This can be edited if needed.

If you clicked Create Item, you'll need to provide more information:

• Name: The name of your stock item.

• SKU: Stock Keeping Unit, a unique number from the supplier.

• Capacity: The capacity of the stock item.

• Unit: The unit the item should be measured in.

Next, configure the stock items so that the stock updates correctly when selling a product through the POS.

Click on the item you wish to configure. Under Products, click on Add.

1. Select the product you wish to map to the stock item.

2. Under Measure, enter how much of the product should be used for every sale.

The next step is to set up your locations, such as a warehouse and a store. This way, you can easily keep track of how much of each item is in each location.

To set up stock locations:

1. Go back to your main stock page.

2. Under Locations, click on Create.

3. Enter the name of your stock location and click Save.

Click on your newly created stock location. If you want to decrease stock only when an item is sold in a specific location, scroll to the bottom of the page and click on Add under Edit Location.

The final step is to set your starting stock.

To register your amount of stock, start by clicking on the location you created.

1. Once you have clicked on the location, click on Actions.

You can now choose from a few options:

• Create Status: Enter how many of each item is in stock individually.

• Transfer From Location: Use this to move stock from this location to another location.

• Transfer To Location: Use this to move stock to this location from another location.

• Download Inventory Report: This will download a file of the stock in the selected location.

• Import Status: Use this to import your current stock from an Excel file - SKU must be mapped in order to use this function.

• Delete: Using this feature will delete the location in its entirety.

After adding your current stock, you are ready to start selling your products. The stock inventory will automatically update for every sale and refund made.

When you need to update your stock using either Create Status or Import Status, remember to enter the full amount of your stock. The amount of stock should always be entered as your total number of items, not by how many new ones you have added to the stock.

For example, if you have 100 cans of soda in stock, and you receive 200 new ones that you wish to add to the stock, you need to enter 300 as your new stock.