Skip to main content

Inventory Management

The Inventory page is your dedicated stock management workspace. Use it to view real-time stock levels across all warehouses, scan barcodes to look up items, manually adjust quantities, and assign or update bin locations.

Location: /products/inventory


Inventory Page Overview

The Inventory page shows a table of all products with their current stock data:

ColumnDescription
SKUProduct identifier
Product NameDisplay name
WarehouseAssigned warehouse
Bin LocationShelf/bin within the warehouse
Qty on HandCurrent stock level
Reorder PointAlert threshold
Last UpdatedWhen stock was last modified

Barcode Scanning

Newclear's inventory page supports live barcode scanning for rapid lookups without typing.

How to Scan

  1. Connect a USB or Bluetooth barcode scanner to your device
  2. Open the Inventory page
  3. Click inside the Scan Barcode field (or press the shortcut key)
  4. Scan a product's barcode
  5. The product row highlights immediately with its current stock details

What Scanning Does

  • Jumps directly to the product in the inventory list
  • Pre-fills an adjustment form so you can quickly update the quantity
  • Works with standard 1D barcodes (Code 128, UPC-A, EAN-13) and QR codes
tip

Keep a barcode scanner at your receiving area. When a shipment arrives, scan each item to quickly view and update its stock count.


Adjusting Stock

You can update stock levels manually at any time without going through a sale or receiving workflow.

To Adjust a Single Product:

  1. Find the product in the Inventory list (or scan its barcode)
  2. Click the Edit / Adjust icon on the row
  3. An adjustment panel appears with:
    • Current Quantity (read-only)
    • Adjustment Type: Add, Remove, or Set
    • Adjustment Quantity: Enter the amount
    • Notes: Optional reason for adjustment (e.g., "Damaged goods removed", "Received shipment")
  4. Click Save to apply

Adjustment Types

TypeBehavior
AddIncreases stock by the entered amount (current + adjustment)
RemoveDecreases stock by the entered amount (current - adjustment)
SetSets stock to exactly the entered amount (full override)
warning

Use Set carefully — it will override the current count entirely. Use Add or Remove for incremental adjustments to maintain an audit trail.


Bin Locations

Bin locations help your warehouse staff find products quickly by specifying exactly where an item lives in your physical space.

Assigning a Bin Location

  1. Open any product's inventory row
  2. Click Edit Bin Location
  3. Type the bin identifier (e.g., Aisle 3 / Shelf B / Bin 12)
  4. Click Save

Bin Location Best Practices

  • Use a consistent format across all products: [Zone]-[Aisle]-[Shelf]-[Bin]
    • Example: W1-A03-B02 = Warehouse 1, Aisle 3, Shelf B, Position 2
  • Include bin location in product labels and shelf tags
  • Use the Stock Check tool (/products/rescan_location) to audit bin accuracy

Warehouse Assignment

If your business operates multiple warehouses, you can assign products to specific locations:

  1. Open the product's inventory record
  2. Click the Warehouse dropdown
  3. Select the warehouse where this stock resides
  4. Save the assignment

Products can exist in multiple warehouses with separate quantity records per location. The Products List shows total quantity across all warehouses.


Filtering the Inventory List

Use filters to narrow down the inventory view:

  • Warehouse — Show only items in a specific warehouse
  • Low Stock — Show only items at or below reorder point
  • Out of Stock — Show items with qty = 0
  • Bin Location — Filter by bin assignment status

Bulk Inventory Updates

For large-scale stock adjustments, use the Import/Export feature:

  1. Go to Products → Import/Export
  2. Download the inventory CSV template
  3. Fill in new stock quantities
  4. Upload the CSV
  5. Quantities are updated in bulk

See Import/Export for detailed instructions.


Inventory History / Audit Log

Every stock adjustment is logged with:

  • Timestamp
  • User who made the change
  • Adjustment type and amount
  • Notes

To view the history for a product, open the product detail page and look for the Inventory Log tab.


Reorder Alerts

When a product's quantity drops to or below its Reorder Point, it appears in:

  1. The Reorder Alerts dashboard widget
  2. The Low Stock inventory filter

Reorder points are set per product in either the Product Form or the Inventory adjustment panel.