Inventory & POS

Inventory tracks what you sell and what you have in stock. Every plan includes the starter kit — product catalog, basic stock in/out, warehouses, sales orders, and the POS tablet app. Advanced features (purchase orders, suppliers, vendor bills, multi-warehouse transfers) are available on higher plans.

Inventory products can be selected as line items on quotations and invoices. When you issue an invoice with tracked products, stock is reserved and fulfilled from the chosen warehouse.

• Each product has a unique SKU, a cost price, and a selling price.
• Categories organize the catalog and power POS navigation.
• Variants handle options like size or color; add-ons handle extras sold with a product.
• Min/max stock levels and reorder points flag when to restock.
• On quotations and invoices, choose line type Product and pick from the catalog — description and price fill in automatically.

Stock is tracked per warehouse and per product. Every change — purchase receipt, sale, adjustment, transfer — creates a stock movement, so quantity on hand is always explainable.

Sales orders capture customer demand against warehouse stock. They are part of the inventory starter kit and also receive orders synced from the POS app.

1. 1Open Inventory → Sales orders.
2. 2Create an order with customer, warehouse, and product lines.
3. 3Confirm the order to commit reserved quantity.
4. 4Deliver (fully or partially) as goods leave the warehouse, or cancel if the order will not ship.

The sales report summarizes revenue from issued invoices (including POS and B2B). Open it from Inventory → Sales report. Amounts are shown in your workspace functional currency, with foreign-currency invoice lines converted using the document FX rate when available.

• Filter by period: today, this month, or a custom date range.
• Filter by line type (product, service, discount, shipping, other) and search by SKU, product name, description, or invoice number.
• See summary totals (invoice count, quantity, net revenue, tax, gross), breakdown by type, daily trend, and product/SKU rows.
• Export the current view as CSV for spreadsheets or audits.

On plans with the inventory back office, purchase orders track what you ordered from suppliers. Receiving a PO updates stock automatically. Vendor bills close out the supplier payable after goods are received.

1. 1Create a supplier with payment terms and currency.
2. 2Raise a purchase order with products, quantities, and expected date.
3. 3Approve the order, then record goods receipt when items arrive — stock and incoming quantities update.
4. 4Record a vendor bill from the purchase order to track what you owe the supplier.

The POS tablet app sells your catalog in person. Sign in with your workspace, ring up sales by category, and close the day with a Z-report. Sales sync back to inventory, invoicing, and the dashboard. Z-reports are also available under Inventory on entitled plans.