Products and stock
Save the things you sell for one-tap invoicing, and on the paid plan, track how many you have on the shelf.
Saved items (free)
On every plan, you can save the things you sell often, like an hour of labour or a part, under Products and stock, then Items. Add one to an invoice with From library and the description, price and tax profile fill in.
Stock tracking (paid plan)
The paid plan, $39 a month for up to 5 users, adds stock tracking:
- Open an item and turn on Track stock for this item.
- Record how many you have now with Add to stock.
- Set a reorder point if you want a warning when you run low.
From then on:
- Sending an invoice with that item takes it out of stock. Voiding the invoice puts it back.
- Receiving a purchase order adds stock. See Suppliers and purchase orders.
- Use Add to stock or Remove from stock with a reason for anything else, like damage or a count correction.
Stock shows what's on hand, and how many items are at or below their reorder point.