Managing Inventory Stock

Accessing Inventory

To get started, go to Logistic → Inventory from the top menu on your 3.0 console.

You will see two tabs at the top, Stock and Transfers. We'll go through each one below.

Managing Your Stock

The Stock tab gives you an overview of all your retail products, their total stock count, and how the stock is distributed across your locations.

From here, you can stock in new items, remove stock, view stock history, and filter by location.

Stocking In

There are two ways to add stock:

1. Using the "+ Stock In" button (top right)

Click the + Stock In button at the top right corner of the page. This is useful when you want to add stock for a product that may not have any stock yet, or if you prefer to choose the product from a dropdown list.

You will need to fill in:

• Product — Select the product you want to stock in.
• Location — Choose which location to add the stock to.
• Quantity — Enter the number of items to add.
• Reason (optional) — You can leave this blank or add a note like "Supplier delivery."

The system will show you the current stock at that location and what it will be after the stock in. Click Confirm to proceed.

2. Using the "In" button on each product row

Each product row has a green In button on the right side. Click it to quickly stock in for that specific product.

This works the same way as the top button, except the product is already selected for you. Just choose the location, enter the quantity, add a reason if you'd like, and click Confirm.

Stocking Out

To remove stock, click the red Out button on the product row.

You will need to fill in:

• Location — Choose which location to remove stock from.
• Quantity to Remove — Enter how many items to remove.
• Reason (required) — You must provide a reason for removing stock (e.g., "Expired", "Damaged", "Used for internal purposes").

The system will show the current stock and what it will be after the removal. Click Confirm to proceed.

Viewing Stock History

To see the full history of a specific product — including all stock ins, stock outs, and transfers — click on the product name in the Stock tab.

A popup will appear showing the Stock History for that item. Each entry shows:

• The type of movement (Stock In, Stock Out, Transfer Out, Transfer Cancel)
• The location
• The date and time
• The quantity change (e.g., +26, -5)
• The before and after stock levels (e.g., 0 → 26)

This is helpful for tracking exactly what happened and when, especially if stock levels look unexpected.

Filtering by Location

If you have multiple locations (e.g., a production center, several stores, or a warehouse), you can filter the stock view to show only one location at a time.

Click the location dropdown at the top of the Stock tab and select the location you want to view.

Select All Locations to see the full picture again.

Transferring Stock Between Locations

The Transfers tab lets you move stock from one location to another — for example, from your warehouse to a retail store, or from one store to another.

Creating a New Transfer

1. Go to the Transfers tab.

2. Click the + New Transfer button.

3. Fill in the details:

• From Location — Where the stock is coming from.
• To Location — Where the stock is going to.
• Product — Select the product(s) you want to transfer. You can add more than one product by clicking Add Item.
• Qty — Enter the quantity for each product.
• Reason (optional) — Add a note if needed (e.g., "Adding stock to store").

4. Click Send.

Receiving or Cancelling a Transfer

After a transfer is sent, it will appear in the Transfers tab as a pending transfer. The receiving location needs to confirm the transfer before the stock is actually added.

You have two options:

• Receive — Click the green Receive button to confirm the transfer and add the items to the receiving location's stock.
• Cancel — Click the red Cancel button if the transfer was made by mistake or is no longer needed. The stock will be returned to the original location.

How Transfers Work

Here's a simple example to help you understand how stock moves during a transfer:

Sending stock from Warehouse to Store

Let's say you have 10 items at your Warehouse and 10 items at your Store. You send 5 items from the Warehouse to the Store.

• Before receiving: The Warehouse stock immediately drops to 5. The Store stock stays at 10 because the transfer hasn't been received yet. These 5 items are essentially "in transit."
• After receiving: The Store stock updates to 15. The Warehouse remains at 5.

Sending stock back from Store to Warehouse

Now you send 5 items back from the Store to the Warehouse.

• Before receiving: The Store stock immediately drops by 5. The Warehouse stock stays at 5 because it hasn't received the transfer yet.
• After receiving: The Warehouse stock updates back to 10, and both locations are balanced at 10 each again.

💡 Key takeaway: The sending location's stock is deducted immediately when a transfer is sent. The receiving location's stock only updates after the transfer is received. Items that are sent but not yet received are considered "in transit."

Receiving Transfers from the POS

Currently, transfers can be received from the admin console. But you can also receive incoming transfers directly from the new POS app under the Inventory tab. When a transfer is sent to your store, the POS will show a notification with the transfer details and a Receive button to accept the items on the spot.

🔜 Coming Soon: A new and improved POS experience is on the way! You will be able to manage incoming transfers even more easily right from your POS device — no need to go to the admin console. Stay tuned for updates!