Stock
Stock sits in the Logistics section of the sidebar, beside Shipping, Logistics and Couriers & agents. The Inventory team changes stock and who carries it; the Logistics team can look but not change it.
Inventory tracking for products. The table's columns are Available, On hand, and Promised (on hand already promised to open orders) — Available (on hand minus Promised) is what decides whether a product can still sell, not On hand. Three top-line figures above the table: "Products tracked," "Need reordering," and "Stock at cost." A Reorder-at threshold flags products that need reordering (shown by Available, not On hand), with a banner naming the first six by name and remaining count when any are low. Below the table, a separate "Recent movements" section lists every change.
On this page
Common tasks
See what's running low
The "Need reordering" figure and its banner list products at or under their Reorder-at threshold, by Available.
Link to this answerRecord stock arriving or leaving
"Record" a movement, one of: Received, Damaged, Lost or stolen, Counted (a physical recount — the delta can go either way), or Correction (also either direction). "Sold" and "Returned to stock" movements are written automatically by the order pipeline, never entered by hand.
Link to this answerRecord a delivery from a supplier
Press Receive stock (top right of Stock, Inventory team only) to open Stock. Fill in the supplier (optional), the date it arrived and a note (optional), then one line per product with how many arrived. Press "Record delivery": every product is added to Stock as "Received" in one step, and either the whole delivery is recorded or none of it (the message names what to fix). Only products that count stock are in the list; a product that does not count stock has to have "Count stock for this product" switched on first. "Recent deliveries" below the form lists the last deliveries with who recorded them.
Link to this answerA cost on a delivery
People who read the books (Accounts, Manager, owner) see a "Cost of one (optional)" box on each line. The cost is kept on the delivery only and never changes the product's cost by itself. On Accounting
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Product costs, "Costs from your latest deliveries" suggests it ("Last received on ... at ... each"); "Use this cost" applies it, exactly like typing it in the product's row, and orders already sold keep the cost they had. A cost in another currency than the product's is never suggested.
See where the stock is
Each product shows On hand (the total you own), then In store, With staff (our own people carrying stock) and With couriers (delivery riders carrying parcels); In store + With staff + With couriers = On hand. Giving stock to a courier, a rider or someone who delivers for you, or taking it back, only moves units out of In store and back, without changing On hand; only a count of what they hold changes On hand: down when it comes up short, up only by the part of a surplus the store cannot explain (see Logistics > Couriers & agents). A product whose stock is not counted shows "Not counted" and a small note, and its orders never change any stock figure: switch on counting for it on the product if you want it.
Link to this answerCheck stock value
"Stock at cost" totals On hand × each product's Cost each, in the site's own currency.
Link to this answerChange reorder threshold/cost
Not set here; done on the product itself.
Link to this answerChange the count from the product page
Open a product (the "Product page" link on its row here) and change its "In stock" count there.
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A count saved on the product page is recorded here as a count, with who changed it, when, and the old and new numbers, so the product page and this page always show the same number (a product created with opening stock shows that as its first count). If someone else changed the stock after the page was opened, the save is refused with the new number so a sale is never overwritten.
Limits and plan gating
Stock is a CRM operations surface (crm_ops) — visible-but-locked without it. Requires See stock (who has it: Owner, Admin, Manager, Inventory, Logistics, Operations) to see figures, Manage stock (who has it: Owner, Admin, Manager, Inventory) to record movements (view-only staff, including the Logistics team, see the table without the Record controls and a note saying the Inventory team changes stock).
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