Track stock levels and low-stock alerts

When Track inventory is on for an item, Swipee keeps a live count and moves it for you.

What moves the count

Set your opening count

When you add an item, enter what is actually on the shelf right now — not what should be there. An honest starting number is worth more than a tidy one.

Low-stock level

Each item and variation has a low stock level. When the count drops to it or below, the item is flagged in the dashboard and counted in the low-stock figure on your overview.

Set it to roughly what you sell while a reorder is on its way. If a case takes four days to arrive and you sell six a day, set it near 24 — not 2.

Adjust stock by hand

1. 1
   Open Inventory and find the item.
2. 2
   Choose Adjust stock.
3. 3
   Enter the new count and a short reason — delivery, stocktake, breakage, theft, return.
4. 4
   Save.

The reason is the important part. Six months later, stock history that says "breakage" tells you something; one that says nothing tells you nothing.

Do a stocktake

1. 1
   Filter inventory to one category so you count a section at a time.
2. 2
   Count what is physically there.
3. 3
   Adjust anything that differs, with the reason "stocktake".
4. 4
   Review the differences afterwards — a repeated shortfall in one item is worth investigating.

Next steps

• Batches and expiry dates
• Review your inventory history