When creating stock items you can set an opening stock balance and choose to track how this balance is affected when the stock item is used on invoices and bills. This guide explains how to create a stock item and how to track the balance.
Navigate to Tools > Stock > Add item.
Select the item type in the drop-down list. Selecting 'Both' in the list will allow both purchase and sales details for one item.
Fill in the details of the stock item.
Under the Managing Stock header make sure to enable stock tracking and enter the opening stock quantity.
Head to Sales > Invoices > Create Invoice.
Select the stock item in the Details drop-down list.
Head back to Tools > Stock > View Stock Report.
You can keep a track of stock quantity balance using this report.
To adjust the balance manually, go back to 'All stock', click on the Edit icon and change the details.
For additional help, click here to view all our training options.
Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at firstname.lastname@example.org.
Alternatively, visit our Community to view our latest news & updates, raise new ideas, find answers to common problems, ask new queries and speak to other Clear Books users and employees.