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.
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.
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.
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.
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.
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.
Read next
Check stock levels and adjust them
See what each warehouse holds, what is reserved and available, correct a count, set a reorder point and read the stock ledger.
Set up warehouses and move stock between them
Add the places you keep stock, see what each holds, move stock from one to another, and take a warehouse out of use.
Order from suppliers and receive deliveries
Add suppliers and their prices, raise purchase orders, move them along the board, and receive what actually arrived.
Get warned before you run out, and reorder in one step
Set reorder points, get the low-stock notification, and turn low stock into draft purchase orders.
Products: one price list for everything you sell
What the catalogue is for, how products and services differ, and where the rest of Setvos reads your prices from.
Orders and shipping: sell from stock and hand parcels to the carrier
How an order moves from draft to delivered, what the list and its tiles show, and what to connect before your first parcel.
More in Inventory
Open in Setvos
Signed in? This article is also in the Help menu of the app.
Still stuck?
Tell us what you were trying to do — we answer in chat, in six languages. Write to us
Move your bookings off paper, WhatsApp and three spreadsheets.
Bring your clients, services and past visits in from a spreadsheet or your old system’s export, with a preview before anything is written — and help in chat, in six languages, whenever you want it. Most studios are live the same day.