Manage inventory items and stock movements
Manage items, stock in, stock out, adjustments, valuation, and the billing link.
How to use this
Create item
Add item name, SKU/code, unit, opening stock, and value if needed.
Record purchase
Increase stock when stock is bought or received.
Record sale
Decrease stock when stock is sold or issued.
Adjust stock
Use adjustment for corrections, damage, opening balance, or stock count differences.
Check valuation
Review quantity and value before relying on reports.
Link billing carefully
Billing lines may create stock movements if enabled.
Guided walkthrough
Inventory walkthrough
Open app to use guided helpDetailed guide
Create clean item masters
Set item name, SKU/code, unit, opening stock, cost/value, tax, and low stock rules if available.
Record movement correctly
Use stock-in for purchases/receipts, stock-out for sales/issues, and adjustment for corrections.
Watch billing link
Invoices/sales may reduce stock; purchases may increase stock. The app must show the effect before finalizing.
Review stock value
Use movement history and valuation before relying on reports.
Before you finish, check this
- Item unit/SKU are correct.
- Opening quantity/value is correct.
- Billing stock effect is expected.
- Adjustment reason is recorded.
- Current quantity/value match physical stock.
Common mistakes to avoid
- Using adjustment for normal sales/purchases.
- Creating duplicate items.
- Finalizing billing without stock check.
- Ignoring negative stock warnings.
Related articles
Open this in the app
Open MyAccountBooks and go to the page shown in this guide. If the page has a Guide Me button, tap it for an in-app step-by-step walkthrough.
App route: /inventory
Tags and coverage
Group: Inventory. This article is public help and does not access account data.