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See stock in Product List

What this is for

See how much you have of each tracked item, and open the item to set reorder, serials, and bins.

Concepts

Needs the Inventory module. Product List is the stock catalog (not Products & Services, which is prices and names).

Current Stock is on-hand. Min Stock is your reorder point — rows go red when you are below it. Reorder suggestions can draft purchase orders for those items.

Edit Item opens Edit an Item: Use serial numbers, Reorder Level, Preferred Vendor, then tabs Warehouse Location and Activity Log. You can also set serials and reorder on the catalog Edit Item. Bin codes appear here only if the warehouse has Use bin locations in this warehouse on Add a warehouse.

Before you start

  • Inventory is Enabled.
  • Items have Track Inventory. Warehouses exist.

Steps

  1. Open Product List (Inventory).
  2. Read Category, Item Name, SKU (UPC Code), Min Stock, Current Stock.
  3. Use Filter if you need a subset. Reorder suggestions if many rows are red.
  4. Click Edit Item (pencil) for serials, bins, or reorder on that item. Save in Edit an Item.

If you see Inventory Module is disabled, go to Company Settings and Turn a module on.

What happens next

Receive items to raise qty. Count stock to correct it. Find a serial number to look up one unit.

If something looks wrong

  • Qty is always zero. The item is not tracked, or you never confirmed a receive / manufacture.
  • No bin fields. On the warehouse address, tick Use bin locations in this warehouse and set Area / Aisle / Shelf / Bin above Not used.
  • You cannot turn tracking off. The item already has documents — use a new item if you must.