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

  1. 1
    Go to Inventory → Stock Control.

    You'll see current levels and the movement history.

  2. 2
    Receive a purchase order.

    Marking a PO as received adds those quantities to stock automatically.

  3. 3
    Watch consumption from jobs.

    Parts added to jobs draw stock down, so on-hand always reflects reality.

  4. 4
    Act 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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