Inventory items
Inventory tracks bulk consumables — items where you care about quantity rather than individual units. Stationery, toner, parts, supplies.
Inventory vs Assets
| Track as Asset when | Track as Inventory when |
|---|---|
| Each unit has a serial number | Items are interchangeable |
| You assign units to people | You consume from stock |
| Loss matters per unit | Re-order point matters |
Examples:
- Asset: laptop, phone, vehicle.
- Inventory: A4 paper, screws, ink cartridges, hand soap.
Setting up inventory
- Inventory → Items → New item.
- Fill in:
- Name — e.g. "A4 paper, white, 500 sheets".
- SKU — your internal code.
- Barcode (optional).
- Unit of measure — boxes, packs, units.
- Re-order point — threshold below which you get a low-stock alert.
- Re-order quantity — how many to order.
- Save.
Stock levels per location
Different work locations track stock independently:
- HQ has 12 boxes of paper.
- Branch office has 3 boxes.
Each location has its own re-order point.
Recording stock movements
Movements happen in three ways:
1. Goods receipt (in)
When a PO is received, stock increases at the delivery location.
2. Issue (out)
When someone takes inventory out (e.g. an employee getting a new keyboard from supply):
- Inventory → Issues → New issue.
- Pick item, quantity, location, recipient.
- Save.
Stock decreases.
3. Adjustment (correction)
For lost / found / discarded items.
Low-stock alerts
When any location's stock drops below the re-order point:
- A daily email to the inventory manager.
- A red badge on the dashboard widget.