Track Product Inventory

Enable stock tracking and understand auditable quantity movements.

Before you start

Inventory tracking applies to physical products, not services.

Open Inventory

Dashboard → Inventory → Products & Services

Navigate to the relevant workspace area.

Open a physical product

Open a physical product. Review the information shown before continuing to the next step.

Enable inventory tracking and set opening stock

Enable inventory tracking and set opening stock. Review the information shown before continuing to the next step.

Record purchases, sales or adjustments

Record purchases, sales or adjustments. Review the information shown before continuing to the next step.

Review current and low-stock quantities

Review current and low-stock quantities. Review the information shown before continuing to the next step.