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Is there a way to track the inventory to know when we run out of something? I am piloting this in our school so it would be great if I could put in the number of products that we start with & as things are ordered, the inventory decreases. If that is possible, how do we add more inventory once we run out?

Chrystal Becker

Aug 14, 2024

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Vipin

Aug 14, 2024

Enable inventory You can enable the inventory option for a product and enter the available stock. Neartail automatically keeps track of the product orders and updates the available stock. When the stock becomes zero, the product is marked as sold out. Login to Neartail > click on the form to open it > Edit page will be displayed > In the Neartail Edit page, click on a product to select it > click on the settings gear icon for that product > Product settings page will be displayed > click Advanced > enable the inventory option and update the available stock. Inventory report Currently we do not have report specifically for inventory. If you have enabled inventory, then you can use the Sales by product report to view the quantity sold, number of orders for a product and the available stock. Login to Neartail > click on the form to open it > Edit page will be displayed > click Reports > In the Reports page, click Sales by product > sales trend report will be displayed > click on the table icon in the bottom right corner > For each product, it will display (x sold, y orders, z left) where x = the quantity sold, y = number of orders received for that product and z = the available stock for that product. You can click on the print icon in the bottom right corner to print this report or save it as pdf.

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