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Stock adjustments and purchase orders
Stock adjustments — correcting the count
When the number on the screen doesn't match the number on the shelf, adjust it rather than editing the item:
- Open the item in Inventory and choose Adjust Stock.
- Pick the adjustment type — purchase, sale, return, damaged, or manual adjustment.
- Enter the change; the form shows the stock level after adjustment before you confirm.
- Add a note explaining why (e.g. "stock take 15/7 — 2 bottles short").
Every adjustment is recorded, so you keep a history of where stock went — useful when you're trying to work out why oil keeps disappearing faster than jobs consume it.
Purchase orders — restocking from vendors
For restocking, purchase orders beat WhatsApp-ing your supplier and hoping:
- Add your suppliers under Vendors (name and phone is enough).
- Create a PO at Inventory → Purchase Orders → New: pick the vendor, add the items and quantities you're ordering.
- When the parts arrive, open the PO and Receive it — stock levels update automatically for every item on the order, and the cost is recorded.
Receive the PO the day the parts arrive, not "when you get around to it" — otherwise your low-stock warnings keep nagging about parts already sitting on your shelf.
Still stuck?
Our team is happy to help — usually within a few hours.