Enable Stock Tracking and Set Reorder Alerts

Officaid lets you enable inventory tracking on a per-item basis. Once enabled, the item displays its current stock level in the items list, tracks every stock movement, and can alert you when it is time to reorder. This guide walks you through enabling and configuring inventory tracking.

Enabling Inventory Tracking on a New Item

When creating a new item, you can enable inventory tracking right away:

1. 1 Go to Sales → Items and click + Add New Item
2. 2 Fill in the item details (name, type, category, price, and so on)
3. 3 Scroll down to the Inventory Settings section
4. 4 Toggle Track Inventory to on
5. 5 Enter a Reorder Point value (the stock level that triggers a reorder alert)
6. 6 Enter a Reorder Quantity value (the suggested number of units to order)
7. 7 Click Add New Item to save

Enabling Inventory Tracking on an Existing Item

You can add inventory tracking to any item already in your catalog:

1. 1 Go to Sales → Items and click on the item name
2. 2 Click Edit Item in the Quick Actions panel
3. 3 Scroll down to Inventory Settings
4. 4 Toggle Track Inventory to on
5. 5 Set the Reorder Point and Reorder Quantity
6. 6 Click Update Item to save

What Happens When You Enable Tracking

Once inventory tracking is turned on for an item, several things change:

• The Stock column in the items list shows the current quantity for this item instead of a dash
• The Item detail page displays stock level, reorder point, and reorder quantity
• A Stock Movements section appears on the detail page, showing every stock change
• Creating an invoice with this item automatically deducts the invoiced quantity from stock

Configuring the Reorder Point

The reorder point is the stock level at which you should place a new order with your supplier. When your stock falls to this number, Officaid alerts you so you can restock before running out.

For example, if you set a reorder point of 10, you will know to place an order when only 10 units remain.

Configuring the Reorder Quantity

The reorder quantity is the number of units you typically order each time you restock. This serves as a quick reference so you do not need to calculate the order amount every time.

For example, if you usually order 50 units from your supplier, setting the reorder quantity to 50 keeps that number readily visible on the item detail page.

Disabling Inventory Tracking

If you no longer need to track stock for an item:

1. 1 Open the item and click Edit Item
2. 2 Toggle Track Inventory to off
3. 3 Click Update Item to save

Disabling tracking hides the stock information and movements from view, but does not delete any data. If you re-enable tracking later, your full movement history will still be there.

Frequently Asked Questions

What's Next?

Now that inventory tracking is enabled, explore these next steps:

• Managing Stock Movements to record your initial stock and manage adjustments
• Understanding Reorder Points and Quantities to fine-tune your restocking strategy
• How Invoices Automatically Update Your Stock to see automatic deductions in action