Adding products and starting stock tracking

Steps

1. 1

   Define categories and warehouses

   If you like, add product categories and warehouses in the “Stock and warehouses” tab of Settings. This is not required.

2. 2

   New product

   On the Products and stock page press “New product”. Enter name, type (trade goods, raw material, service and so on), unit, purchase and sales price and tax rate.

3. 3

   Turn on stock tracking

   Tick “Track stock” and type the opening stock. Leave it off for services.

4. 4

   Set the minimum stock

   Type the minimum stock level; when it falls below, a warning appears on the dashboard.

5. 5

   Choose what happens if stock is short

   In the “If stock is short” setting choose to warn but allow, or to block the sale. If you enter purchases later, prefer the option that allows it.