Inventory and purchases

Inventory lives inside Accounting. Switch on the Inventory part in Accounting settings (one tool slot). Its tabs are Overview, Purchases, Suggestions, Dead stock, Stocktake, Labels and Stock history.

Purchases: buy from a supplier#

A purchase records what you buy. Receiving it adds the goods to your stock and updates the cost price; what you have not paid yet is owed to the supplier.

1. 1

   Open Accounting > Inventory > Purchases and click New purchase

   A new purchase starts as a Draft.

2. 2

   Pick the Supplier

   Choose one of your suppliers from Due, or press Add supplier.

3. 3

   Add goods

   Scan or search a product, then set Quantity and Unit cost. Only products that track stock can be bought here.

4. 4

   Add an Extra cost if any

   Carriage, duty or loading is added to the total and spread over the lines by value, so each unit costs a little more.

5. 5

   Optionally pay now

   Fill Amount paid now and Paid from. Leave it empty to pay later.

6. 6

   Click Receive goods and confirm

   Your stock and cost prices are updated. This cannot be undone, and a received purchase's lines can no longer change.

Statuses are Draft, Received and Cancelled. Use Pay to record a later payment (up to what is Still to pay). A draft with a payment cannot be cancelled; receive it and settle with the supplier instead.

Suggestions and dead stock#

• Suggestions lists best sellers of the last days that are running low. Suggested = sold minus available, never below 0. Add to purchase or Add all to a purchase starts a purchase.
• Dead stock lists goods that have not sold for a number of days (Days without a sale), so you can see money sitting still. A product that never sold counts from the day it was added.

Count and label#

Stocktake lets you count stock against the records, Stock history shows every change and Labels prints barcode labels.

Common problems#

Next#

• Due
• Returns and losses