How to use inventory management

Enabling Inventory Management

1. Log in to the customer portal
2. Click on POS
3. Click on Inventory
4. Click Enable Inventory

Once activated, you’ll see which products are using inventory tracking.

Search Functions – Find Your Products Quickly

You can search by both product names and barcodes, making it easier to find the exact product you need without scrolling through long lists. Whether you know the full product name or just part of a barcode, relevant results will appear instantly.

Filter View – Get a Clear Overview of Your Products

To simplify inventory management, use the filter function to sort products by category. This gives you a quick overview of specific product groups and makes it easier to find items that need editing or restocking.

Quick and Easy Inventory Adjustments

Update stock levels with a single click directly in the field for each product. Changes are saved automatically, making inventory maintenance faster and more efficient.

Enable Stock Tracking for Your Products

When creating a new product, you can select "Yes" to enable inventory tracking and set an initial stock level. If you choose "No", inventory tracking cannot be activated later.

Enable Low Stock Notifications

On mobile:
Click the notification bell and select when you’d like to be reminded to reorder products.

On desktop:
Set a threshold for each product under "Low Stock Alert." When inventory reaches this level, an email notification will be sent to the email address registered in the customer portal.