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What you’ll get out of this

  • Real-time inventory tracking with automatic updates
  • Low-stock alerts to prevent running out of products
  • Smart suggestions for inventory optimization
  • Mobile-friendly interface for field operations

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Adding Products

1

Click Add Product

From your inventory dashboard, click the “Add Product” button.
2

Enter Product Details

Fill in the product information:
  • Name: Product or service name
  • Description: Brief description
  • SKU: Stock keeping unit (optional)
  • Price: Selling price
  • Cost: Cost price for profit calculation
  • Category: Product category for organization
You can always edit product details later. Start with the essentials and add more information as needed.
3

Set Initial Stock

Enter your current stock level:
  • Quantity: How many you have in stock
  • Low stock alert: When to notify you’re running low
  • Reorder point: When to consider restocking
Product Setup Interface
4

Save Product

Click “Save Product” to add it to your inventory. It will appear in your inventory list immediately.

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Managing Stock Levels

1

View Current Stock

See all your products with current stock levels at a glance:
  • In stock: Products with sufficient inventory
  • Low stock: Products below your alert threshold
  • Out of stock: Products with zero inventory
  • Overstocked: Products with excess inventory
Stock levels update automatically when you make sales or receive new inventory.
2

Adjust Stock Levels

Update stock levels when you receive new inventory:
  • Add stock: Increase quantity when you receive new products
  • Remove stock: Decrease quantity for damaged or returned items
  • Set stock: Set exact quantity for accurate counts
  • Bulk adjustments: Update multiple products at once
Always verify stock adjustments to maintain accurate inventory records.
3

Set Up Alerts

Configure alerts for inventory management:
  • Low stock alerts: Get notified when products run low
  • Reorder reminders: Alerts to restock popular items
  • Overstock warnings: Notifications for excess inventory
  • Custom alerts: Set specific thresholds for different products
Inventory Alerts Interface

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Categories and Organization

1

Create Categories

Organize your products with categories:
  • Product categories: Group similar products together
  • Service categories: Organize different types of services
  • Custom categories: Create categories that fit your business
  • Subcategories: Add subcategories for detailed organization
Good categorization makes it easier to find products and analyze sales by category.
2

Use Tags

Add tags to products for flexible organization:
  • Seasonal tags: Mark products for specific seasons
  • Popular tags: Tag best-selling products
  • Custom tags: Create tags that make sense for your business
  • Multiple tags: Add multiple tags to each product
Tags help you filter and search products more effectively than categories alone.
3

Set Up Filters

Create saved filters for common inventory views:
  • Low stock filter: Show only products below threshold
  • Category filter: View products by category
  • Price range filter: Filter by price range
  • Custom filters: Create filters for your specific needs
Saved filters help you quickly access the inventory information you need most often.

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Mobile Inventory Management

1

Mobile Interface

The inventory interface is optimized for mobile use:
  • Thumb-friendly navigation: Easy to use with one hand
  • Quick stock updates: Update stock levels with minimal taps
  • Barcode scanning: Scan product barcodes for quick updates
  • Offline mode: Work without internet, sync when connected
Mobile Inventory Interface
2

Quick Actions

Access common inventory tasks quickly:
  • Add stock: Quickly increase stock levels
  • Remove stock: Decrease stock for sales or damage
  • Check stock: View current stock levels
  • Update prices: Modify product prices on the go
Quick actions are customizable. Set up your most common tasks for maximum efficiency.

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Reports and Analytics

1

Stock Reports

Generate reports on your inventory:
  • Current stock levels: See all products and quantities
  • Stock movement: Track what’s selling and what’s not
  • Low stock report: Products that need restocking
  • Overstock report: Products with excess inventory
Regular stock reports help you make informed decisions about inventory management.
2

Sales Analysis

Analyze which products are performing best:
  • Top sellers: Products that sell the most
  • Profit margins: Which products are most profitable
  • Seasonal trends: How sales vary by season
  • Category performance: Sales by product category
Inventory Analytics Dashboard

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Best Practices

Perform regular physical counts to ensure your records match reality. Discrepancies can indicate theft, damage, or recording errors.
Configure low-stock alerts based on your sales patterns. Too low and you’ll run out; too high and you’ll get false alarms.
Record all inventory movements, including sales, returns, damage, and theft. Complete records help identify problems and trends.
Regularly review your inventory reports to identify slow-moving items, popular products, and optimization opportunities.

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Troubleshooting

Check that you’re recording sales properly. Stock levels should update automatically when you log transactions.
Adjust your alert thresholds. You can set different thresholds for different products based on their importance and sales patterns.
Try using the search function or check your filters. Make sure the product wasn’t accidentally deleted or moved to a different category.
Try refreshing the page or clearing your browser cache. The mobile interface works in any modern web browser.