Stock on hand, inbound, and sales lines: how to manage

After dinner service, the store finds two cases short on the book for a beer SKU. Open Inventory → Stock in the manager app, search by product name, then choose Inbound to receive goods or Adjust on the row to correct the book. Inventory references products and areas; it does not rename dishes, change catalog sell prices, or rebuild area structure.

What this page covers / does not cover

Covers

• Stock: search by product name for quantity, warning level, last cost, and status; use Adjust when the book needs a correction
• Inbound: scan or search, add draft lines, enter quantity and cost (optional sale price), then Save inbound
• Sales detail: quantity, amount, discount, and last sale time by product—useful for reconciling outbound vs sales
• Operator: taken from the signed-in manager account; read-only

This page does not cover

• Maintaining product names, prices, or tax rates inside Inventory (use Products)
• Maintaining area / warehouse structure here (use Areas)
• Treating Sales detail as a full order lifecycle, refund timeline, or fiscal audit (use store orders and the orders guide)
• Multi-warehouse transfer documents, stocktake locks, or recipe-based auto-deduction: if the current UI has no such entry, do not assume they exist
• A standalone purchasing menu or PO flow: if Inventory does not show a working purchase entry, do not operate as if it did

See also the Restaurant POS selection checklist.

Stock: check first, then act

1. Open Inventory → Stock.
2. Type a product name, press Enter or Refresh.
3. Read quantity, warning stock, last cost, and status.
4. To correct the book, click Adjust, edit Current stock, Warning stock, and Last cost, set Stock status, add a note if needed, then Save.
5. Operator shows the current login; do not try to type someone else’s name. If save fails, the dialog keeps your numbers—fix and try again; do not assume the list already changed.

If a product is missing: confirm it exists under Products. On Inbound, if you see Create inbound product, that dialog can open product setup; otherwise do not assume Inventory creates catalog masters. If a needed area/location is missing from your UI, maintain it under Areas first.

Inbound: draft and submit

1. Open Inventory → Inbound.
2. Scan a barcode/quick code or search by name, then Add. Keep one line per product on the same inbound document—duplicates are rejected.
3. Quantity must be greater than 0; cost and optional sale price must be valid numbers ≥ 0.
4. Optional Inbound note; Operator stays read-only.
5. Click Save inbound. On success the draft clears and Inbound records show the document; on failure the draft remains so you can fix and retry.

Sales detail: reconciliation, not the full order

Open Inventory → Sales detail and search by product name for sales qty, amount, discount, and last sale time. Full refunds, voids, and fiscal ticket audit stay with store orders—see Orders and refunds.

Quick checks

SymptomWhat to doDuplicate product on inboundRemove the extra line or change the existing quantity, then Save inboundSaved but list unchangedCheck whether the dialog still shows an error; fix and save again—do not assume a writeNeed to change beer sell priceUse Products; Inventory is not the catalog price editor (only use “Update sale price on inbound” if that option is actually on screen)Needed area / location missingMaintain it under Areas, then return to InventoryWrong operator shownConfirm the signed-in manager account; do not type an auditor name

Back to the Restaurant POS selection checklist.