> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Track stock levels

> Add inventory items, set minimum levels, and adjust or transfer stock between locations

> [!NOTE]
>
> **Required role:** **Owner** or **Admin** to add items and change stock. Members and requesters can view stock levels.

## Add an inventory item

**1. Go to Inventory**

In the left sidebar, click **Inventory**.

**2. Start a new item**

On the **Items** tab, click **Add New**, then **Add Item**.

**3. Enter the item details**

Under **Item details**, enter a **Name** and, optionally, a **Category**, **Description**, and images. Under **Additional details**, add a **SKU**, **Barcode**, and **Item type**.

**4. Set pricing**

Under **Pricing**, choose the **Unit of measure** and enter a **Unit cost**. Turn on **Available for sale** to sell the item in the Point of Sale and storefront, then enter a **Price**. If your organization uses [accounting codes](https://docs.relyant.app/stock/accounting-codes.md), pick a **Default purchase account** to fill in the account on purchase lines for this item. You can also set one on an inventory category, for every item in it.

**5. Add variants (optional)**

In the **Variants** section, add a variant for each size, colour, or other version. Once an item has variants, price and stock are set per variant, and supply requests, purchase requests, and purchase orders need a variant on each line for the item.

**6. Set stock tracking**

Under **Inventory**, keep **Track quantity** on to deduct stock as it's used or sold. For an item without variants, enter the starting stock for each location under **Quantity by location**. Set a **Default minimum (all locations)** and, optionally, a **Max stock**.

**7. Save**

Click **Save item**.

> [!TIP]
>
> To add many items at once, click **Settings** on the **Items** tab, then **Import Inventory**. **Export Inventory** downloads your current items.

> [!NOTE]
>
> You can't delete a variant that still has stock or reserved stock, or that's on an open supply request, purchase request, purchase order, or transfer. The message says what's holding it, such as "Size M can't be deleted yet: 12 in stock, 1 open supply request."

## Set minimum levels by location

A location is low on stock when its quantity is at or below its minimum. The item's default minimum applies everywhere unless you override it for a location.

**1. Open the item**

On the **Items** tab, click the item.

**2. Open minimums**

On the **Stock Levels** card, click **Minimums**.

**3. Enter overrides**

Enter a minimum for each location you want to override. Leave a field blank to use the item's default. For items with variants, you set minimums per variant and location.

**4. Save**

Click **Save minimums**.

To choose which locations stock the item, click **Locations** on the same card.

## Adjust stock

**1. Open the adjustment**

On the **Items** tab, open the row's actions menu and click **Adjust Stock**. Or open the item and click **Adjust** on the **Stock Levels** card. For an item with variants, click **Adjust** on the variant.

**2. Choose the type**

Choose **Add Stock** or **Remove Stock**.

**3. Enter the details**

Select the **Location**, enter the **Quantity**, and pick a **Reason**, such as **Stock received**, **Inventory recount**, **Damaged/expired**, or **Lost/missing**. Add **Notes** if needed.

**4. Save**

Click **Add Stock** or **Remove Stock**. The change appears in the [inventory logs](https://docs.relyant.app/stock/inventory/inventory-logs-and-adjustments.md).

> [!NOTE]
>
> If your organization requires adjustment approval, the button reads **Submit for Approval**. Stock only changes once an approver accepts the adjustment. See [Inventory logs and adjustments](https://docs.relyant.app/stock/inventory/inventory-logs-and-adjustments.md#approve-or-reject-adjustments).

## Transfer stock between locations

**1. Open the transfer**

In the row's actions menu, click **Transfer**. Or open the item and click **Transfer** on the **Stock Levels** card.

**2. Enter the details**

Select the **From Location** and **To Location**, enter the **Quantity**, and add **Notes** if needed.

**3. Confirm**

Click **Transfer Stock**. If transfers need confirmation, the button reads **Request Transfer**.

When **Require Transfer Confirmation** is on in [Inventory settings](https://docs.relyant.app/stock/settings.md#inventory), the destination is only credited after the receiver confirms receipt. Track these on the **Transfers** tab.

## View an item's history

Open an item to see its **Total Stock**, any **Reserved** and **Available** quantities, and its stock **By Location**. Below, the **Transactions** tab lists every stock movement, **Reservations** shows stock held for supply requests, transfers, and online orders, and **Pending Adjustments** shows adjustments waiting for approval.

## Next steps

> [card] [Inventory logs and adjustments](https://docs.relyant.app/stock/inventory/inventory-logs-and-adjustments.md)
>
> Review every stock movement across your organization.

> [card] [Submit a supply request](https://docs.relyant.app/stock/supply-requests/submit-a-supply-request.md)
>
> Learn how staff request items from stock.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.