Stock Management
Stock management applies to products that have Track inventory for this product enabled. There are three ways to manage your stock levels:
Stock Adjustments – Best used to make a small correction to the stock level of an individual product.
Stocktake – Used when physically counting stock on hand to reconcile your recorded stock levels with the actual quantities.
Receive Stock – Best used when new retail stock is received from a supplier to increase your on-hand inventory.
Stock Adjustments
Go to Products & Services > Items > Open tracked product > New adjustment
You can then choose:
Increase quantity
Decrease quantity
The date of the adjustment
The quantity adjustment or new quantity on hand
The reason for the adjustment
Use stock adjustments for things such as breakages, damaged stock, missing stock, or correcting an incorrect quantity.
Stocktake
Go to Products & Services > Stocktakes > New Stocktake
Pointa will load tracked inventory products for the current branch. For each item, Pointa shows the quantity it thinks you should have, and you enter the actual counted quantity.
The variance shows the difference between the expected quantity and the actual count.
You can:
Save changes to keep the stocktake pending
Save & apply to apply the stocktake and update stock quantities
Only apply a stocktake once the counts have been checked. Once applied, Pointa creates the required stock movement adjustments.
Receiving Stock
Go to Products & Services > Receive Stock > Receive Stock
Complete the stock receipt details:
Select the supplier
Enter the invoice date
Add any details or notes
Search for and add the products received
Enter unit prices and quantities
Confirm whether line totals include tax
Only products that are tracked as inventory can be added to a stock receipt.
You can:
Save changes to leave the stock receipt pending
Save & apply to apply the receipt and increase stock on hand
Best practice is to use Receive Stock whenever supplier stock arrives, rather than manually adjusting product quantities. This creates a clearer stock history and makes it easier to understand how stock levels have changed over time.