3. Understanding your stock levels

Stock Levels 

Track the current stock levels of your products, including on hand, available, reserved, and incoming stock, through the stock level under 'Reports'.

To access this report, go to the "Stocks" menu > "Stock levels":

You can filter your stock levels by product by clicking on "Quick Search".

For each product, you have the following information:

  • The on-hand stock corresponds to the quantity physically present in your stock location (warehouse, truck, office, basement, etc.).
  • The available stock includes the quantities within your on-hand stock, minus the quantities included in your orders that have not yet been accounted for in the shipping order. This is referred to as reserved stock.
  • The incoming stock represents the quantity of products included in pending purchases that have not yet been received.

You can view this information for each stock location. Simply click on the arrow symbol on the left of the products:

Your Invoicing Software Updates Your Stock Levels

Your inventory will be automatically updated based on the sales made in your invoicing software. Please refer to the 'Integrations / Connectors' page corresponding to your invoicing software settings for more information on stock updates and available settings.

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