Stock tracking for items

Stock tracking links an item to the materials it uses. When staff sell the item, Nuvioo takes those materials out of your stock.

Note

You only see Manage stock if your account has the Inventory module and your role can view materials. Materials, units, warehouses and vendors are set up in Inventory. See Materials.

Turn on stock tracking for an item

1. Open the item

   In Items, click Add New or open an item with Edit. On the Items tab, scroll to Manage stock. Products and add-ons both have it. Combos and services don’t.

2. Tick Manage stock

   Tick Manage stock. If you don’t want stock tracking, leave it unticked and skip the materials.

3. Choose the materials

   Click Choose available materials and pick each material the item uses. Each one is added to a table with these columns:

   Column	What it is
   Name	The material.
   Measure unit	The unit this item uses, for example grams or millilitres. Pick from the units that material supports.
   Quantity	How much of the material one item uses.

   Click the delete icon at the end of a row to remove a material. A material you already added can’t be picked twice.

4. Save

   Click Complete. If no material is chosen, you see Please choose material and the form doesn’t save.

Settings

Setting	What it does
Manage stock	Turns stock tracking on. Unticking it clears the materials you chose.
Allow back order	Tick it to keep selling the item when stock runs out. If it is unticked and stock runs out, Nuvioo rejects the sale and lists the items that are out of stock.

Items with sizes

When the item has sizes, each size gets its own materials table, headed by the size name. Fill in the sizes that use stock. At least one size must have a material.

Create a material or unit while you work

Click Add new material to create a material without leaving the form. A window asks for the Material name and the Measure unit, and has an Add new unit button for a unit that doesn’t exist yet. You only see Add new material if your role can create materials.

• The material name is required and must be new. You see This material name already exists if it isn’t.
• The measure unit is required. You see Must be selected at least one unit. if it is empty.
• A unit has a Code and a Name, and both are required. A repeated code shows This unit code already exists.

See stock in the item list

The Stock quantity column in Items shows the stock left for items that track stock. For other items it shows -.

Click the number to see the quantity at each location. For an item with sizes, the pop-up lists each size.

Re-stock from the item list

Use Re-stock to add materials to stock without leaving the Items page.

1. Open Re-stock

   Click ⋮ on the item’s row and choose Re-stock. The option only shows for items that track stock.

2. Choose where it came from and where it goes

   In Transaction information, pick the Vendor and the Warehouse. If you have only one of either, Nuvioo uses it.

3. Enter quantities

   The table lists the item’s materials with Ingredient, Measure, Quantity, Unit cost and Total. Enter a Quantity only for the materials you’re adding. Leave the others at 0. A disabled material is greyed out and shows Disabled ingredient on hover.

4. Save

   Click Re-stock. If every quantity is 0, you see Please input at least quantity of ingredient better than 0.

If your role can’t create inventory transactions, Re-stock is greyed out. Hover to see You don’t have permissions to re-stock.

To review stock movements, open In and out transactions.