Tracking stock

The Stock module tracks how many units of a product you can still sell. Open it from Stock in the navigation; it has two screens: Levels (the stock table) and Locations (your warehouses and pickup points). The Stock entry only appears when the module is enabled for the active business, and every screen needs a business selected first (you'll see "Select a business first." otherwise).

The core rule: products without a stock record sell without limits. Tracking a product is opt-in. Until you track it, the storefront can sell it in any quantity; once tracked, its quantity caps how many units can be sold and low levels get flagged.

The product's own Track stock switch (on the product page, under Stock & shipping) comes first: while it is off, the product sells without limits and storefronts see it as untracked, even if it has a stock record here. See Product fields.

Quantities follow the product's unit, so stock can be fractional: 47.84 m² of fabric or 12.5 kg of flour. Every quantity field on these screens takes up to 3 decimals, with a dot or a comma.

Track a product#

1. On Stock, click Track product. An inline panel titled Start tracking a product opens (the button label changes to Close while it's open).
2. Pick a product from the Select product... dropdown. This is required; leaving it empty shows "Pick a product to track."
3. If the product has variants, a variant selector appears. Leave it on Whole product to track the product as a whole, or pick a variant to track that variant separately.
4. Optionally pick a location from Select location....
5. Enter a Quantity (0 or more, with at most 3 decimals).
6. Optionally enter a Threshold and toggle Allow backorder.
7. Click Track.

You can track the same product several times with different variants or locations; each combination gets its own row in the table.

Read the stock table#

Only Quantity can be edited; Available and Reserved are computed. Some columns (SKU, Location, Available, Reserved, Threshold, Updated) are hidden on small screens.

Use the search box to filter the table. When at least one location exists, a Location filter appears as well.

Adjust a quantity#

1. Click the quantity value in a row. It turns into an inline editor.
2. Change the quantity and, if you want, the threshold, location, and Allow backorder switch.
3. Optionally type a Reason. It's free text and is saved into the movement history, so future you knows why the number changed.
4. Click Save (or press Enter). Cancel or Escape discards the edit.

Quantity and threshold must be 0 or more, with at most 3 decimals: otherwise you see "Quantity must be 0 or more, with at most 3 decimals." or "Threshold must be 0 or more, with at most 3 decimals."

View movement history#

Click anywhere on a row (outside the quantity editor) to open a Movements panel below the table, titled "Movements: {product}". It's a read-only history, 25 entries per page with Previous/Next controls:

Click Close to hide the panel.

A sale books a negative movement, and cancelling or refunding the order books the return. The return never exceeds what the order actually took: a line that was sold while the product was untracked, or converted from a quote without stock, puts nothing back. See Change an order's status.

Transfer stock between locations#

1. Click Transfer stock. A dialog opens: "Move quantity between locations for a product."
2. Pick the product, and a variant if applicable (Whole product by default).
3. Pick the From location and To location. They must differ ("Pick two different locations.").
4. Enter the quantity: greater than 0, with at most 3 decimals ("Quantity must be greater than 0, with at most 3 decimals." otherwise).
5. Click Transfer.

The Transfer button stays disabled until a product is picked. Transfers show up in the movement history of the affected rows.

Stop tracking a product#

Click Untrack on a row. A confirmation dialog titled Untrack stock asks: 'Stop tracking stock for "{product}"? The product will sell without limits.'

Untracking does not set the stock to zero or block sales. It deletes the stock record at your default location, which means the product goes back to selling in unlimited quantities. Untracking a row tied to a different location is not currently supported: clicking Untrack on such a row fails or removes the default-location record instead of the one you clicked. If you want to stop sales instead, keep the record and set its quantity to 0 with Allow backorder off.

Import and export CSV#

• Export CSV downloads the current stock table as stock.csv.
• Import CSV opens an Import stock dialog. Upload one .csv file with a header row. After the import you'll see how many rows were created, updated, and failed, with per-row error messages. Valid rows are imported even when other rows fail. The table refreshes when you close the dialog after a successful import.

The easiest way to get the expected columns is to export first and edit that file.

Manage locations#

Open Stock → Locations to manage the warehouses and stock points this business fulfills from. Locations power the per-location rows on the Levels screen, the Location filter, and stock transfers.

Add or edit a location#

1. Click New location (or Edit on an existing row).
2. Fill in the fields and save.

Default and active#

• Exactly one location is the default, marked with a Default badge. Every other row shows a Set default button; clicking it makes that row the new default.
• Each row has an Active switch that takes effect immediately. A failure to save shows a toast.

Delete a location#

Click the delete button on a row. A Delete location dialog confirms: 'Delete "{name}"? This cannot be undone.' There is no undo.

Low stock warnings and notifications#

A row counts as low when its quantity is at or below its threshold; when no threshold is set, the default of 5 applies. Low rows show their quantity in amber, and a quantity of 0 shows in red.

Low stock surfaces in two more places:

• The dashboard shows a Low stock card listing affected products, with a View all link back to the Stock screen. When nothing is low it reads "No products at or below 5 in stock."
• The notification bell in the top bar receives a notification when stock runs low, showing the product (and variant), the available count against the threshold, and the location. Use Mark all read to clear the badge.

Storefronts read the same availability through the public API; see the API reference at /api/stock/availability for how stock appears to your storefront.