Inventory

Locate ‘inventory’ in the sidebar under ‘inventory’.

Use the top bar to view stock levels.

You will then be able to view the stock using the table.

Optionally, use the tick boxes to select items.

This will show a ‘bulk adjust’ option.

Add the adjustment number.

Click ‘Apply adjustment’

Click on ‘Adjust’ to make changes to the stock of an item.

Pick whether it is to add or remove stock.

Add the rest of the details.

Pick a reason from the drop-down menu.

Click on ‘Save changes’.

Press on ‘valuation’ to switch to the value of the stock (outlined in red).

This will show the valuation.

Optionally, click on ‘export valuation’ (outlined in red).

Click on ‘Stock movements’ in the top bar.

Use the search bar, drop-down menus, and date filters to find the desired stock adjustments.

Click on ‘Export CSV’ to export details.

Create a purchase order by clicking on ‘create PO’

Fill in the required details.

Once done, press ‘Next’.

Fill in the product details.

Add as many products as needed by clicking on ‘Add Line Item’ (Outlined in blue).

Once done, click ‘next’.

Review the details of the purchase order.

Then click ‘Create Draft PO’.

This will then automatically switch to the ‘purchase orders’ tab.

Existing purchase orders will appear.

Click on ‘stock transfer’ to switch to the ‘transfers’ tab.

All purchase orders can be viewed on the left.

Press on ‘View POs’ to be taken to the purchase orders tab.