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Setting Up Inventory

Getting Started

Configure inventory items for faster invoice creation.

Inventory management helps you track products and services, and speeds up invoice creation: **Adding Inventory Items:** 1. Go to Inventory from the main menu 2. Click "Add Item" 3. Fill in item details: - Item name - Description - Unit price - Category - SKU or product code (optional) - Stock quantity (if tracking stock) 4. Save the item **Using Inventory in Invoices:** - When creating an invoice, select items from your inventory - Prices and descriptions are automatically filled - Quantities are tracked if stock management is enabled - Reduces errors and speeds up invoice creation **Inventory Features:** - Track stock levels - Set reorder points - View inventory valuation - Export inventory reports - Bulk import items **Inventory Reports:** - Inventory summary - Inventory valuation - Low stock alerts - Sales by item **Best Practices:** - Keep inventory items up to date - Use clear, descriptive names - Set accurate prices - Track stock for physical products - Regularly review and update inventory Note: Inventory features may require a subscription plan that includes inventory management.
BooleanBooks - Simple Invoicing for Small Businesses