Inventory

Inventory keeps a record of the supplies your program holds and how those quantities change. Use it for items such as gloves, hand soap, paper towels and art materials at your sites and stock locations.

What you count and where you keep it

Term	What it means
Item	The supply you track, such as paper towels.
Unit of measure	How you count it, such as packs, bottles or boxes.
Stock location	The place where stock is held, linked to a site or classroom, or used for storage.
Stock quantity	The recorded amount of an item at a location.
Minimum stock	The threshold set on the item for identifying low stock.
Movement	A recorded quantity change, with its type and optional reason.

A site identifies a home or centre. A stock location identifies where inventory is held. Check the location as well as the item when reading a quantity.

Quantities come from movements

Creating an item gives it a name, unit and other details. Record the opening quantity, then keep receipts, usage and count corrections up to date.

Inbound adds stock and Outbound subtracts it. Adjustment adds a positive quantity; it does not replace the recorded balance. Record stock movements explains how to choose the right action.

For example, receiving ten packs of paper towels and using seven leaves three. If the item’s minimum is six packs, that recorded level appears in Low Stock. These are example quantities, not suggested minimums for your program.

Read the current position and its history

An item’s Stock Snapshot shows its recorded site quantity and status. Recent Movements and the wider Movements list explain changes. Low Stock brings together recorded levels below their item minimums so your team can review what needs attention.

Inventory guides

Set up inventory items and stock locationsName the supplies you track, choose their units and minimums, and identify where they are kept.Record stock received, used or correctedUse an item's Record Movement area to keep its site stock quantity up to date.Check which supplies are running lowCompare recorded quantities with item minimums and follow up on low stock by location.

The examples and screenshots use demonstration records.