Inventory overview
Seven tabs for stock, restocks, orders, reconciliations, flow, and logs — per branch.
Open in dashboardInventory
Overview
Branch -> Inventory is the command center for every gram, unit, and piece you hold in a specific branch. It organizes stock into rooms, tracks every movement, and exposes seven tabs that each handle a specific chunk of the inventory workflow — from day-to-day stock adjustments to full stock takes.
When to use it
- Checking current stock levels per product per room
- Restocking, moving, wasting, or converting stock
- Tracking incoming deliveries or inter-branch orders
- Running a physical stock count (reconciliation)
- Investigating a discrepancy via the audit trail
How to use it
Video tutorial coming soon
- Open Inventory from the sidebar.
- Confirm the branch selector at the top — Inventory is always scoped to one branch.
- Use the date range picker where relevant (Stock Flow, Logs).
- Switch tabs across the top:
- Stock — current per-room stock levels
- Restocks — incoming deliveries
- Purchase Orders — inter-branch POs
- Transfer Orders — direct inter-branch transfers
- Reconciliations — physical stock counts
- Stock Flow — in/out/net movement analysis
- Logs — immutable audit trail
Tips & gotchas
- Rooms are the physical storage units inside a branch (e.g., "Main storage", "Back of house"). Every stock quantity lives in exactly one room.
- Stock actions (move, waste, convert) are triggered from the row menu on the Stock tab.
- STAFF can move stock and record waste; MANAGER+ can approve transfers and reconciliations; only OWNER can delete stock.
- Date range for Stock Flow and Logs persists per page via the
inventory-datesstorage key.