Required role: Admin or Manager to add items and update stock. All members can view stock levels.
Add an inventory item
1
Go to Inventory
In the left sidebar, click Inventory.
2
Add an item
Click Add Item and fill in:
- Name — the name of the item (e.g., “AA Batteries”)
- Unit — the unit of measurement (e.g., “each”, “box”, “litre”)
- Current stock — the quantity currently on hand
- Minimum stock — the quantity at which you want a low-stock alert
- Location — where the item is stored (optional)
3
Save
Click Save to add the item to your inventory.
Update stock levels
1
Open the item
In Inventory, click the item you want to update.
2
Adjust quantity
Click Adjust Stock and enter:
- Quantity change — positive to add stock, negative to reduce it
- Reason — a brief note about why you’re adjusting (e.g., “New delivery”, “Used in repair”)
3
Save
Click Save. The stock level is updated and the adjustment is logged in the item’s history.
Next steps
Create an Item Request
Learn how team members can request items from inventory.