Module 7
Inventory Tracking
For physical products, inventory tracking monitors stock levels and alerts you when items are running low so you can reorder in time.
Enabling Inventory Tracking
- Open the ProductNavigate to the catalog item.
- Enable "Track Inventory"Toggle the Track Inventory switch to On.
- Set Current StockEnter the current quantity on hand.
- Set Reorder PointEnter the minimum quantity that triggers a low-stock alert (e.g., 5 units).
- SaveInventory tracking is now active. Stock decreases automatically when sold through the POS.
Adjusting Stock
Stock changes for reasons other than sales — receiving a shipment, damage, theft, or counting errors:
- Go to Item → InventoryOpen the product's inventory section.
- Click Adjust StockChoose "Add" (received shipment) or "Remove" (damage, loss).
- Enter Quantity and ReasonEnter the number of units and a note (e.g., "Received 50 units from supplier").
Low-Stock Alerts
When stock reaches the reorder point, the system:
- Shows a Low Stock badge on the item in the catalog
- Sends a notification to managers
- Highlights the item in red on the inventory dashboard
Services don't need inventory tracking. Only enable it for physical products that have a countable quantity on hand.
Quick Reference
| Action | How |
|---|---|
| Enable tracking | Product → Toggle "Track Inventory" |
| Set reorder point | Product → Inventory → Reorder Point |
| Adjust stock | Product → Inventory → Adjust Stock |
| View low-stock items | Catalog → filter by "Low Stock" |