Inventory · Overview

Inventory: what you have, where it is, and what to reorder

How the inventory tabs fit together, what the dashboard shows, and the order to set things up in.

  1. 01

    Five tabs

    “Dashboard”, “Stock”, “Warehouses”, “Purchasing” and “Stock takes” sit at the top of Inventory. Stock is counted per warehouse, and every change — a sale, a delivery, a transfer, an adjustment, an opening balance — is written to the stock ledger, so any number on screen can be explained.

  2. 02

    The dashboard

    The tiles show the stock value at average cost (with a count of products not costed yet), the units on hand, how many products are low — available units at or below their reorder point, and open purchase orders with the units on the way. Below them: stock value over 30 days, value by warehouse, the week’s top movers, and the low-stock list, where each line’s “Reorder” button takes you to purchasing.

  3. 03

    On hand, reserved, available

    On hand is what is on the shelf. Reserved is held for placed orders. Available — on hand minus reserved — is what your shop and the marketplaces are told you can sell, so the same last item is not sold twice.

  4. 04

    Set it up in this order

    • Add your warehouses. Products that already had a stock count on them move into the first one as opening stock.
    • Put the rest of your opening stock on the shelf with an adjustment, or receive it on a purchase order.
    • Set a reorder point on anything you must not run out of.
    • Add suppliers and their prices, so low stock can turn into draft orders.
  5. 05

    What it counts

    Inventory counts the active items of type Product in Products; services are never on a shelf. The “Stock” number on the products list is the same count, the total across your warehouses. Orders ship from these warehouses, which is why Orders needs Inventory switched on.

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Updated October 3, 2026

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