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Required role: Admin or Manager to add items and update stock. All members can view stock levels.

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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.

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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.

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Next steps

Create an Item Request

Learn how team members can request items from inventory.