Stock tracking and low stock

Stock on hand, low stock alerts, movement log, auto deduction

Stock tracking

Bookinda auto-tracks stock. You only watch the stock level and alerts, the rest works in the background.

Where to find it

Inventory → Stock on hand tab. Or for low stock: Low Stock Alerts tab.

Stock on Hand view

Product list shows:

  • Product name + SKU
  • Current stock (total / per-location)
  • Low threshold (if set)
  • Alert flag (yellow icon if below threshold)
  • Supplier (last-order-based)
  • Cost (avg cost from last purchase)

Low stock alerts

How it works

  • Set low threshold per product (default 5)
  • If stock <= threshold, alert is active
  • Shows on Low Stock Alerts tab
  • Notification system (if enabled) emails too

Location-level

With multi-location, alerts can be per location:

  • E.g., Location 1: threshold 5, currently 3 → alert there
  • Location 2: threshold 10, currently 12 → no alert

Auto deduction

POS sale

Customer buys shampoo at POS. On payment finish:

  • SALE stock movement
  • Stock -1 (or -quantity)
  • Per location of the register

Service usage

"Hair Color" booking completion:

  • PRO products linked to service deduct (e.g., 50ml dye)
  • SERVICE_USAGE stock movement
  • Location: booking's location

Purchase (PO receipt)

PO partial or full receipt:

  • PURCHASE stock movement
  • Stock + quantity
  • Unit cost stored (cost tracking)

Stock movement log

Full history on Stock Movement Log (Inventory → Stock Movement). Paginated, filterable:

  • Date range
  • Product
  • Movement type (SALE, PURCHASE, ADJUSTMENT, etc.)
  • Location
  • User

Each movement:

  • Timestamp
  • Product
  • Quantity (+/- )
  • Prior stock → new stock
  • Unit cost (PURCHASE / ADJUSTMENT)
  • Linked transaction (sale ID, booking ID, PO number)
  • Notes

trackStock toggle

Per product:

  • trackStock = true: stock tracked, auto-deduction works
  • trackStock = false: not tracked (e.g., service-style "Tea gift" with infinite stock)

When to use it

Scenario 1, weekly low-stock check Inventory → Low Stock Alerts. List of what to order. Create PO.

Scenario 2, dispute over stock count Stock Movement Log → filter: product + last 30 days. See every movement, figure out why 0 or negative.

Scenario 3, performance analysis A product is "fast-mover." Filter: SALE movements last 30 days. See how much sold, decide reorder.

Scenario 4, anomaly detection Stock at 50, expected 30. Stock Movement Log → who brought +20. Maybe the count correction was wrong.

Scenario 5, multi-location stock balance Location 1 has plenty, Location 2 is short. Stock transfer (separate article).

Tips

  • Tune low threshold to consumption speed: fast-mover higher (10), slow-mover lower (2).
  • trackStock = false is rare, only special cases (service product, gift product).
  • Stock movement log is the "single source of truth", if dispute, look here.
  • SERVICE_USAGE accuracy depends on service config, verify "Hair Color" service has 50ml set.
  • Low Stock Alerts tab is weekly routine: don't let a fast-mover run out.
  • **Auto deduction only works if product trackStock = true and location config matches.

Related articles

#stock#tracking#low-stock#movements#auto-deduction
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