How to receive stock and track levels
Updated recently
Who can use this?
Platform
Web
Plan
All plans
Permissions
Inventory
Topic
Stock levels move as you receive purchase orders and consume parts on jobs. The stock ledger records every movement so your on-hand figures stay honest.
Instructions
- 1Go to Inventory → Stock Control.
You'll see current levels and the movement history.
- 2Receive a purchase order.
Marking a PO as received adds those quantities to stock automatically.
- 3Watch consumption from jobs.
Parts added to jobs draw stock down, so on-hand always reflects reality.
- 4Act on low-stock flags.
Items below their safe level are highlighted and prompt a purchase order.
Additional Information
Every movement — received, consumed or adjusted — is recorded in the ledger for traceability.
Regular stocktakes reconcile the system figure with what's physically on the shelf.
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