Manage inventory Praxis Desk Kasse

Inventory management keeps you on top of your stock levels. You can define minimum and target stock levels, update stock, and view the stock history.

Warehouse management

This feature requires the Warehouse management add-on.

Prerequisites

• The product must be of type Product (not Service).
• Inventory tracking must be enabled for the product.

Enable inventory tracking

1. Open the product for editing.
2. Switch to the Stock tab.
3. Optionally enter the purchase price (net) and the price basis.
4. Enable the Track inventory toggle.
5. Enter the desired values:
   • Minimum stock — you'll be warned when this is exceeded
   • Current stock — your actual stock level
   • Target stock — your desired stock level
6. Click Save.

1. 1Stock tab.

Update stock

1. Open the row menu for the desired product in the product list.
2. Select Update stock. The modal shows an overview on the left with name, category, net price, gross price, VAT, and current stock.
3. On the right, enter the Change and choose a Reason — for example Restock / purchase, Breakage / shrinkage, or Removal / consumption.
4. Optionally add a Note / delivery note and the Consumer.
5. The modal also shows the New stock field. Click Save.

offisy · Products & Services · Update stock

Fig. 2How to book incoming stock.

View stock history

1. Open the row menu for the desired product.
2. Select Stock history.
3. You'll see a chronological overview of all stock changes.

Manage purchases

1. Open the row menu for the desired product.
2. Select Manage purchases.
3. Here you can document orders and record incoming deliveries.

Filter product list by stock

Use the Inventory filter in the product list to display specifically:

• Inventory active — all products with active inventory tracking
• Below target stock — products whose stock is below the target level
• Below minimum — products whose stock is below the minimum level

Common errors

• Inventory management not visible: Make sure the product is of type Product. Inventory management is not available for services.
• Stock not shown: Check whether the relevant column is set up in the table. Click Configure columns and use Add to add a field from the Stock group, e.g. Current stock.