How to use Products & Inventory

1. Setting up

1. 1Open Products & Inventory — products and stock are one page now, not two.
2. 2Click New item and add each thing you sell: name, what you pay for it, what you sell it for, and its barcode if it has one.
3. 3Tick Track stock on anything you keep on the shelf, and enter how many you have on hand right now — that is your starting count.
4. 4Set a reorder point on each tracked item: the number at which you want to be warned.

2. Keeping it accurate day to day

1. 1Every sale you ring up on the Point of Sale page takes stock down automatically.
2. 2Click the stock button beside an item to receive a delivery, record a count or write off breakage — every change is kept under the Stock movements tab.
3. 3Items at or below their reorder point are flagged at the top of the page.

3. Sorting, hiding cost and sharing the list

1. 1Use Sort to order the list alphabetically, by best seller, most or least expensive, least or most stock, or highest value on the shelf.
2. 2Tick Hide cost before you show the screen or hand out a printout — your supplier cost, margin and stock value disappear from the copy.
3. 3Print the list, download it as a PDF, email it, or save it to your reports folder. Saved lists also appear on the Saved reports page.
4. 4The stat cards show the total value of everything on your shelves — that figure goes on your year-end accounts.
5. 5Ask the AI Accountant "what is sitting on my shelves not selling?" for a plain answer.

Accurate stock counts are what make your profit figure real. Guessed counts make every report wrong.