Inventory

Inventory keeps a running count of the materials you hold, and where they sit — built from a plain movement ledger, so every change in stock is a line you can read.

Stock is never a number you type. It is the sum of every movement for an item at a location: what came in, minus what went out. That means the Stock tab always reconciles with its own history, and there is nothing to keep in sync by hand.

Bundled with Purchases. Inventory is part of the Purchases & Inventory pairing — itemised purchases flow straight into stock, so you rarely type a receipt by hand.

Three tabs

Stock

On-hand quantity per item and location, with a unit. Only non-zero positions show; negatives are flagged in red.

Movements

The full ledger, newest first — every receipt, issue, transfer and adjustment, with date, item, location and comment.

Locations

Your warehouses, yards or site stores. Reorder them, mark ones you no longer use inactive.

Movement types

Every line in the ledger is one of four kinds. The type decides the sign applied to the quantity.

TypeEffect on stockUsed for
ReceiveAdds (+)Goods arriving — usually from a purchase, or entered by hand.
IssueRemoves (−)Materials used up or sent out, optionally against a project.
AdjustSigned (+/−)Stocktake corrections and write-offs — you enter the exact delta.
TransferMoves between two locationsAn internal move; recorded as a linked out/in pair, shown as one row.

What you can stock

  • Catalog materials — pick a material from your Purchases catalog; variant products are stocked per offer, so each size or colour counts on its own.
  • Free-text items — type a name and unit for a one-off you have not catalogued.
  • Bundles are not stocked — kit-style bundle products can't be received; stock only their component materials.

Where it fits

  • Purchases feed stock — mark an itemised purchase received and each line lands as a movement.
  • Projects receive issues — tag an issue to a project (and subobject) to show where materials went.
  • The dashboard surfaces total stock value and warns when any position has gone negative.
Tip. Prices stay out of the Inventory screens — you see quantities and units only. Valuation (at net and sale price) is rolled up for the dashboard.
Docs

Frequently asked questions

No. There is no starting balance to enter — stock is simply the running total of movements. Record a Receive or an Adjust for what you already hold and the Stock tab fills in.

It is paired with Purchases as one bundle. If Purchases is enabled for your company, Inventory comes with it.

Yes — nothing stops you issuing more than the count shows. Negative positions are highlighted in red so you can chase the missing receipt or correct with an adjustment.