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Track parts & supplies with Inventory
Keep a live count of what's on the shelf — parts, feed, supplies — see its dollar value, get a low-stock nudge, and have invoices pull from stock automatically. Available in the new Books & Payroll layout (Settings → Appearance → "New layout (preview)").
- Add your itemsOpen the Inventory tab and click "+ Add item." Give it a name, a unit (each, qt, case), your Unit cost and Sell price, and a "Reorder at" quantity if you want a low-stock warning. Pick the Usual vendor and Expense category so receiving stock fills those in for you.
- Receive stock when you buyClick "Receive stock," pick the item, enter the quantity and unit cost, and the account the money came out of. Leave "Also post the expense to the register" checked and one save records both the purchase in your books and the new stock on the shelf. Uncheck it if you already entered that purchase.
- Use stock on unbilled workThe "use" button takes items out of stock without billing anyone — shop supplies, warranty work, your own equipment.
- Sell through invoicesOn an invoice line, pick the item from the Item dropdown — the description and rate fill in from your sell price. When you mark the invoice sent, the stock comes off the shelf automatically. Void the invoice and the stock goes back.
- Count and correctThe "count" button records what's actually on the shelf; the app writes the adjustment for you. Every in and out is kept as a movement history — click any item row to see it.
- Watch the tilesThe top of the tab shows how many items you track, what the stock is worth (quantity × last cost), and how many items are at or below their reorder point.
Good to know- Quantities are never a stored number that can drift — the app adds up every receive, use, sale, and count, the same way account balances come from the register.
- Your books stay cash-basis: the purchase you post when receiving stock is the tax event, exactly as if you'd entered it in the register by hand. Inventory adds the operational count and value on top.
- Going negative is allowed on purpose (you installed parts before logging them) — the count shows red so you can straighten it out with a quick "count."
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