Inventory

List what you buy and sell, and the places you keep it. Each item is a product or a service with a price, a tax, a unit of measure and a vendor. Where it comes in sizes or colours, it splits into variants, each with a price and stock. Stock sits at a location, which can be a warehouse, a shop or the back of the van. You pick the location when you receive a purchase order or correct a count. Import a spreadsheet into the list or export one back out. Tick items or locations to change them together, and save a list’s filters, search, sort and columns as a view.

In this section

• Items and locations: Browse the items you buy and sell, and the locations you keep them in.
• Creating an item: Create an item with its name, prices, stock tracking and the vendor you buy from.
• Editing and deleting an item: Edit an item, or view its audit history or delete it from More Actions.
• Options and variants: Add options such as Size and Colour to an item, with a price and stock for each variant.
• Adjusting stock: Check an item’s stock at each location, and correct it outside an order with Adjust Stock.
• Bulk actions on items and locations: Edit, tag, restock or delete many items at once, or archive, restore or delete locations.
• Changing prices on many items: Raise, lower or set the price of many items at once, and check each new price first.
• Pricing, shipping and vendor details: Set an item’s prices and tax, its shipping details, the vendor you buy it from and its categories.
• Stock locations: Add the places you keep stock, with an address and stats for what is held at each.
• Importing items from a spreadsheet: Create or update many items at once from a CSV or TSV spreadsheet.
• Exporting items: Download your items, their variants or your stock at each location as a CSV from the Actions menu.
• Notes and media on items and locations: Post staff notes on an item or a location, and add pictures and files to an item.