[{"data":1,"prerenderedAt":1214},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Freorder-low-stock":3,"help-all-categories":221,"help-cat-articles:\u002Fhelp\u002Fretail\u002Freorder-low-stock":341,"help-related:\u002Fhelp\u002Fretail\u002Freorder-low-stock":342},{"id":4,"title":5,"audience":6,"body":7,"category":200,"description":201,"draft":202,"extension":203,"icon":204,"keywords":205,"meta":210,"navigation":211,"order":212,"path":213,"related":214,"seo":217,"stem":218,"updatedAt":219,"__hash__":220},"help\u002Fhelp\u002Fretail\u002Freorder-low-stock.md","Reorder low stock","clinic",{"type":8,"value":9,"toc":184},"minimark",[10,28,31,36,96,99,103,142,156,160,164,167,171,174,178],[11,12,13,14,18,19,23,24,27],"p",{},"The reorder screen (",[15,16,17],"code",{},"\u002Finventory\u002Freorder",") lists every product at or below its ",[20,21,22],"strong",{},"reorder point",", grouped by preferred vendor with a suggested quantity and estimated cost. ",[20,25,26],{},"Draft PO"," turns a vendor's whole bucket into a draft purchase order in one click.",[11,29,30],{},"You need purchasing management access. The screen only shows products that have a reorder point set.",[32,33,35],"h2",{"id":34},"how-does-owneli-decide-what-needs-reordering","How does Owneli decide what needs reordering?",[37,38,39,55],"table",{},[40,41,42],"thead",{},[43,44,45,49,52],"tr",{},[46,47,48],"th",{},"Input",[46,50,51],{},"Where it's set",[46,53,54],{},"What it does",[56,57,58,72,84],"tbody",{},[43,59,60,66,69],{},[61,62,63],"td",{},[20,64,65],{},"Reorder point",[61,67,68],{},"On the product",[61,70,71],{},"The product appears here when stock is at or below this level",[43,73,74,79,81],{},[61,75,76],{},[20,77,78],{},"Reorder quantity",[61,80,68],{},[61,82,83],{},"The suggested order size; if unset, the suggestion is what's needed to get back above the reorder point",[43,85,86,91,93],{},[61,87,88],{},[20,89,90],{},"Preferred vendor",[61,92,68],{},[61,94,95],{},"Which bucket the product lands in, with the vendor's lead time shown",[11,97,98],{},"Stock already on order counts: a product with enough inbound quantity on open purchase orders is not suggested again, so you don't double-order.",[32,100,102],{"id":101},"draft-a-purchase-order-from-suggestions","Draft a purchase order from suggestions",[104,105,106,111,122,126,129,133],"steps",{},[107,108,110],"h3",{"id":109},"open-the-reorder-screen","Open the reorder screen",[11,112,113,114,117,118,121],{},"From ",[20,115,116],{},"Products",", open ",[20,119,120],{},"Reorder"," — or go straight to the low-stock view when the products list flags items below threshold.",[107,123,125],{"id":124},"review-each-vendors-bucket","Review each vendor's bucket",[11,127,128],{},"Each section shows the vendor, item count, lead time, and an estimated total. Per line: current stock against the reorder point, the suggested order quantity, and the estimated line cost.",[107,130,132],{"id":131},"click-draft-po","Click Draft PO",[11,134,135,136,141],{},"A draft purchase order is created for that vendor with all suggested lines, and you land on it to adjust quantities, then send it — see ",[137,138,140],"a",{"href":139},"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors","Purchase orders and vendors",".",[143,144,145],"tip",{},[11,146,147,148,151,152,155],{},"Products with no preferred vendor collect in an ",[20,149,150],{},"Unassigned"," bucket that can't be turned into a PO. Use ",[20,153,154],{},"Assign vendor"," on the line to jump straight into that product's editor, set the vendor, and come back.",[32,157,159],{"id":158},"common-questions","Common questions",[107,161,163],{"id":162},"why-isnt-a-low-product-showing-here","Why isn't a low product showing here?",[11,165,166],{},"Either it has no reorder point set, or its stock plus what's already inbound on an open PO puts it above the threshold.",[107,168,170],{"id":169},"are-the-totals-exact","Are the totals exact?",[11,172,173],{},"They're estimates from each product's recorded cost. Lines with no cost show a dash and are excluded from the estimate — the real total is settled on the purchase order.",[107,175,177],{"id":176},"can-it-order-automatically","Can it order automatically?",[11,179,180,181,183],{},"No. Suggestions become orders only when you click ",[20,182,26],{},", and even then the PO is a draft you review before sending.",{"title":185,"searchDepth":186,"depth":186,"links":187},"",2,[188,189,195],{"id":34,"depth":186,"text":35},{"id":101,"depth":186,"text":102,"children":190},[191,193,194],{"id":109,"depth":192,"text":110},3,{"id":124,"depth":192,"text":125},{"id":131,"depth":192,"text":132},{"id":158,"depth":186,"text":159,"children":196},[197,198,199],{"id":162,"depth":192,"text":163},{"id":169,"depth":192,"text":170},{"id":176,"depth":192,"text":177},"retail","See every product at or below its reorder point, grouped by vendor, and draft a purchase order per vendor in one click.",false,"md","i-lucide-package-plus",[206,22,207,208,209],"reorder low stock","low stock suggestions","draft purchase order from low stock","restock products",{},true,90,"\u002Fhelp\u002Fretail\u002Freorder-low-stock",[139,215,216],"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","\u002Fhelp\u002Fretail\u002Frun-a-stock-count",{"title":5,"description":201},"help\u002Fretail\u002Freorder-low-stock","2026-08-14","6RYG4pzIPWUMOCkU1tDxgshNYcy1kFmgRT9zdwPiqKg",[222,233,242,251,261,270,280,290,300,310,320,331],{"id":223,"title":224,"audience":6,"description":225,"extension":226,"icon":227,"meta":228,"order":229,"slug":230,"stem":231,"__hash__":232},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":234,"title":235,"audience":6,"description":236,"extension":226,"icon":237,"meta":238,"order":186,"slug":239,"stem":240,"__hash__":241},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":243,"title":244,"audience":6,"description":245,"extension":226,"icon":246,"meta":247,"order":192,"slug":248,"stem":249,"__hash__":250},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":252,"title":253,"audience":6,"description":254,"extension":226,"icon":255,"meta":256,"order":257,"slug":258,"stem":259,"__hash__":260},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":262,"title":263,"audience":6,"description":264,"extension":226,"icon":265,"meta":266,"order":267,"slug":200,"stem":268,"__hash__":269},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":271,"title":272,"audience":6,"description":273,"extension":226,"icon":274,"meta":275,"order":276,"slug":277,"stem":278,"__hash__":279},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":281,"title":282,"audience":6,"description":283,"extension":226,"icon":284,"meta":285,"order":286,"slug":287,"stem":288,"__hash__":289},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":291,"title":292,"audience":6,"description":293,"extension":226,"icon":294,"meta":295,"order":296,"slug":297,"stem":298,"__hash__":299},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":301,"title":302,"audience":6,"description":303,"extension":226,"icon":304,"meta":305,"order":306,"slug":307,"stem":308,"__hash__":309},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":311,"title":312,"audience":6,"description":313,"extension":226,"icon":314,"meta":315,"order":316,"slug":317,"stem":318,"__hash__":319},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":321,"title":322,"audience":323,"description":324,"extension":226,"icon":325,"meta":326,"order":327,"slug":328,"stem":329,"__hash__":330},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":332,"title":333,"audience":323,"description":334,"extension":226,"icon":335,"meta":336,"order":337,"slug":338,"stem":339,"__hash__":340},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[343,645,1023],{"id":344,"title":345,"audience":6,"body":346,"category":200,"description":634,"draft":202,"extension":203,"icon":635,"keywords":636,"meta":637,"navigation":211,"order":638,"path":139,"related":639,"seo":641,"stem":642,"updatedAt":643,"__hash__":644},"help\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors.md","Reordering, purchase orders, and vendors",{"type":8,"value":347,"toc":616},[348,352,357,360,367,373,377,382,388,398,402,405,411,415,420,424,488,491,495,531,542,546,552,559,565,570,574,577,581,584,588],[32,349,351],{"id":350},"vendors","Vendors",[11,353,354],{},[20,355,356],{},"Retail → Vendors",[11,358,359],{},"A vendor is who you order from. Each one anchors its own purchase orders, so add your suppliers before you try to raise a PO.",[11,361,362,363,366],{},"Record the contact name, email, phone, website, ",[20,364,365],{},"payment terms"," (Net 30, and so on) and any internal notes.",[368,369,370],"note",{},[11,371,372],{},"Archiving a vendor removes it from the new-PO picker. Existing purchase orders keep their history — you're closing the supplier to new orders, not erasing what you bought from them.",[32,374,376],{"id":375},"reorder-this-week","Reorder this week",[11,378,379],{},[20,380,381],{},"Retail → Reorder",[11,383,384,385,387],{},"This is the list to work every week. It shows products that have dropped to or below their ",[20,386,22],{},", grouped by preferred vendor, with a suggested quantity and an approximate total per vendor.",[11,389,390,391,393,394,397],{},"A product only appears here if it has both a ",[20,392,22],{}," and a ",[20,395,396],{},"reorder quantity"," set on it. If your reorder list is suspiciously empty, that's usually why rather than because everything is in stock.",[107,399,401],{"id":400},"drafting-a-po-from-the-list","Drafting a PO from the list",[11,403,404],{},"Pick a vendor group and draft a purchase order straight from it — the lines and quantities come across pre-filled. Review and send.",[406,407,408],"warning",{},[11,409,410],{},"Products without a preferred vendor can't be auto-drafted. The list tells you which ones and asks you to assign a vendor first.",[32,412,414],{"id":413},"purchase-orders","Purchase orders",[11,416,417],{},[20,418,419],{},"Retail → Purchase orders",[107,421,423],{"id":422},"statuses","Statuses",[37,425,426,436],{},[40,427,428],{},[43,429,430,433],{},[46,431,432],{},"Status",[46,434,435],{},"Meaning",[56,437,438,448,458,468,478],{},[43,439,440,445],{},[61,441,442],{},[20,443,444],{},"Draft",[61,446,447],{},"Being built. Nothing has been ordered.",[43,449,450,455],{},[61,451,452],{},[20,453,454],{},"Sent",[61,456,457],{},"Issued to the vendor. The order is locked.",[43,459,460,465],{},[61,461,462],{},[20,463,464],{},"Partial",[61,466,467],{},"Some units received, some still outstanding",[43,469,470,475],{},[61,471,472],{},[20,473,474],{},"Received",[61,476,477],{},"Everything ordered has arrived",[43,479,480,485],{},[61,481,482],{},[20,483,484],{},"Cancelled",[61,486,487],{},"Closed with nothing further to receive",[11,489,490],{},"Each order shows a units-received-of-total figure, plus the dates it was created, expected, sent and received.",[107,492,494],{"id":493},"raise-a-po","Raise a PO",[104,496,497,501,505,512,516,527],{},[107,498,500],{"id":499},"pick-the-vendor-and-expected-date","Pick the vendor and expected date",[107,502,504],{"id":503},"add-lines","Add lines",[11,506,507,508,511],{},"Each line is a product — with a variant where the product has them — a quantity, and a unit price. You can also add a ",[20,509,510],{},"free-form item"," for something that isn't in your product catalog: a display stand, a shipping charge, a one-off.",[107,513,515],{"id":514},"add-totals","Add totals",[11,517,518,519,522,523,526],{},"Subtotal is calculated from the lines. Add ",[20,520,521],{},"tax"," and ",[20,524,525],{},"shipping"," to reach the order total.",[107,528,530],{"id":529},"save-as-draft-or-save-and-send","Save as draft, or save and send",[406,532,533,539],{},[11,534,535,538],{},[20,536,537],{},"The order is locked once sent."," The confirmation names the vendor, the reference, and the amount before you commit. After sending, only the expected date and notes can be edited.",[11,540,541],{},"An order containing a free-form line is more restricted still — only the expected date and notes are editable even in draft.",[107,543,545],{"id":544},"receiving-stock","Receiving stock",[11,547,548,549,141],{},"When the delivery arrives, open the PO and choose ",[20,550,551],{},"Receive items",[11,553,554,555,558],{},"Each line shows what was ordered, what has already been received, and what's outstanding. Enter what actually arrived. ",[20,556,557],{},"Fill remainder"," completes a line in one click when the whole outstanding quantity turned up.",[11,560,561,562,564],{},"Recording a receipt increases the on-hand quantity for those products. Receive partially and the PO sits at ",[20,563,464],{}," until the rest arrives.",[368,566,567],{},[11,568,569],{},"Receive what physically arrived, not what the invoice says. The PO tracks the gap between the two, which is exactly the conversation you want to have with the supplier.",[107,571,573],{"id":572},"cancelling","Cancelling",[11,575,576],{},"A cancelled PO stays in history, but nothing further can be received against it.",[32,578,580],{"id":579},"low-stock-alerts","Low-stock alerts",[11,582,583],{},"Products at or below their low-stock threshold generate an alert, so the reorder list isn't the only thing standing between you and running out.",[32,585,587],{"id":586},"reporting","Reporting",[589,590,591,598,604,610],"ul",{},[592,593,594,597],"li",{},[20,595,596],{},"Growth → Reports → Purchase orders"," — what's on order and what's landed",[592,599,600,603],{},[20,601,602],{},"Growth → Reports → Stock on hand"," — current quantities by location",[592,605,606,609],{},[20,607,608],{},"Growth → Reports → Stock log"," — every movement and its cause",[592,611,612,615],{},[20,613,614],{},"Growth → Reports → COGS"," — cost of goods sold against revenue",{"title":185,"searchDepth":186,"depth":186,"links":617},[618,619,622,632,633],{"id":350,"depth":186,"text":351},{"id":375,"depth":186,"text":376,"children":620},[621],{"id":400,"depth":192,"text":401},{"id":413,"depth":186,"text":414,"children":623},[624,625,626,627,628,629,630,631],{"id":422,"depth":192,"text":423},{"id":493,"depth":192,"text":494},{"id":499,"depth":192,"text":500},{"id":503,"depth":192,"text":504},{"id":514,"depth":192,"text":515},{"id":529,"depth":192,"text":530},{"id":544,"depth":192,"text":545},{"id":572,"depth":192,"text":573},{"id":579,"depth":186,"text":580},{"id":586,"depth":186,"text":587},"Work the reorder list, raise a PO, receive stock partially or in full, and keep supplier records straight.","i-lucide-clipboard-list",[],{},50,[215,640],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report",{"title":345,"description":634},"help\u002Fretail\u002Fpurchase-orders-and-vendors","2026-07-26","jWcREuBWZeFdSrt_ZMBrR_doeB0T5dDUsfZz5ESBHVM",{"id":646,"title":647,"audience":6,"body":648,"category":200,"description":1014,"draft":202,"extension":203,"icon":1015,"keywords":1016,"meta":1017,"navigation":211,"order":1018,"path":215,"related":1019,"seo":1020,"stem":1021,"updatedAt":643,"__hash__":1022},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":8,"value":649,"toc":992},[650,655,658,662,742,746,752,756,809,813,821,834,838,843,846,905,913,917,923,926,950,955,958,962,965,967],[11,651,652],{},[20,653,654],{},"Retail → Products",[11,656,657],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[32,659,661],{"id":660},"add-a-product","Add a product",[104,663,664,668,675,679,682,686,689,693,703,707,717,723,727,735],{},[107,665,667],{"id":666},"identity","Identity",[11,669,670,671,674],{},"Name, ",[20,672,673],{},"SKU",", category, and a short description. The description is shown on the retail catalog and in the cart, so write it for a client, not for yourself.",[107,676,678],{"id":677},"barcode","Barcode",[11,680,681],{},"An EAN or UPC, scanned at the register. Worth entering for anything you sell in volume — scanning is much faster and much less error-prone than searching.",[107,683,685],{"id":684},"image","Image",[11,687,688],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[107,690,692],{"id":691},"pricing","Pricing",[11,694,695,698,699,702],{},[20,696,697],{},"Sell price"," is what the client pays. ",[20,700,701],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[107,704,706],{"id":705},"inventory","Inventory",[11,708,709,712,713,716],{},[20,710,711],{},"On hand"," is your current quantity. ",[20,714,715],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[11,718,719,722],{},[20,720,721],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[107,724,726],{"id":725},"reordering","Reordering",[11,728,729,731,732,734],{},[20,730,65],{}," — when on-hand drops to this, the product appears on the reorder list.\n",[20,733,78],{}," — how many to order when it does.",[11,736,737,738,741],{},"Set a ",[20,739,740],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[32,743,745],{"id":744},"variants","Variants",[11,747,748,749,751],{},"A product with sizes or shades gets ",[20,750,744],{}," — 50 ml and 100 ml, or three shades of the same tint. Each variant is stocked and sold separately, and can carry its own price and cost or inherit the parent's.",[32,753,755],{"id":754},"reading-stock-on-the-product-list","Reading stock on the product list",[37,757,758,767],{},[40,759,760],{},[43,761,762,765],{},[46,763,764],{},"Badge",[46,766,435],{},[56,768,769,779,789,799],{},[43,770,771,776],{},[61,772,773],{},[20,774,775],{},"Not tracked",[61,777,778],{},"On hand was left blank",[43,780,781,786],{},[61,782,783],{},[20,784,785],{},"N on hand",[61,787,788],{},"Normal",[43,790,791,796],{},[61,792,793],{},[20,794,795],{},"Low · N left",[61,797,798],{},"At or below the low-stock alert level",[43,800,801,806],{},[61,802,803],{},[20,804,805],{},"Out of stock",[61,807,808],{},"Zero",[32,810,812],{"id":811},"selling-a-product","Selling a product",[11,814,815,816,820],{},"Products go into the cart at checkout like anything else — see ",[137,817,819],{"href":818},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[368,822,823],{},[11,824,825,826,829,830,833],{},"On a ",[20,827,828],{},"full"," refund you can tick ",[20,831,832],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[32,835,837],{"id":836},"stock-counts","Stock counts",[11,839,840],{},[20,841,842],{},"Retail → Products → Stock counts",[11,844,845],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[104,847,848,852,858,862,873,891,895,898,902],{},[107,849,851],{"id":850},"start-a-count","Start a count",[11,853,854,857],{},[20,855,856],{},"New count",", scoped to a location.",[107,859,861],{"id":860},"enter-what-you-actually-counted","Enter what you actually counted",[11,863,864,865,868,869,872],{},"Each row shows the ",[20,866,867],{},"expected"," quantity and a field for the ",[20,870,871],{},"counted"," one. The variance is calculated as you go.",[11,874,875,876,879,880,883,884,887,888,141],{},"Tabs let you work the list efficiently: ",[20,877,878],{},"Uncounted"," (still to do), ",[20,881,882],{},"Variance"," (doesn't match), ",[20,885,886],{},"Matched"," (does), and ",[20,889,890],{},"All",[107,892,894],{"id":893},"save-as-you-go","Save as you go",[11,896,897],{},"A count in progress can be left and resumed.",[107,899,901],{"id":900},"complete-the-count","Complete the count",[11,903,904],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[406,906,907],{},[11,908,909,910,912],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[20,911,882],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[32,914,916],{"id":915},"transfers-between-locations","Transfers between locations",[11,918,919,922],{},[20,920,921],{},"Retail → Products → Transfers"," — only available with more than one location.",[11,924,925],{},"A transfer moves stock from a source location to a destination. It has three stages:",[927,928,929,934,942],"ol",{},[592,930,931,933],{},[20,932,444],{}," — created, nothing has moved",[592,935,936,938,939],{},[20,937,454],{}," — stock is deducted from the ",[20,940,941],{},"source",[592,943,944,946,947],{},[20,945,474],{}," — stock is added at the ",[20,948,949],{},"destination",[368,951,952],{},[11,953,954],{},"Drafts are paperwork. Counts only change when stock is actually sent and then received — which is what makes stock in transit visible rather than vanished.",[11,956,957],{},"Cancelling a transfer keeps it in history but moves no stock.",[32,959,961],{"id":960},"bundles","Bundles",[11,963,964],{},"A bundle groups several products into a discounted set — a \"Morning Glow Routine\" of three items at one price. The editor shows what the components would cost bought separately, so the saving is obvious to you and to the client.",[32,966,587],{"id":586},[589,968,969,975,981,987],{},[592,970,971,974],{},[20,972,973],{},"Stock on hand"," — current quantities",[592,976,977,980],{},[20,978,979],{},"Stock log"," — every movement, with its cause",[592,982,983,986],{},[20,984,985],{},"COGS"," — cost of goods sold",[592,988,989,991],{},[20,990,706],{}," — the overall picture",{"title":185,"searchDepth":186,"depth":186,"links":993},[994,1002,1003,1004,1005,1011,1012,1013],{"id":660,"depth":186,"text":661,"children":995},[996,997,998,999,1000,1001],{"id":666,"depth":192,"text":667},{"id":677,"depth":192,"text":678},{"id":684,"depth":192,"text":685},{"id":691,"depth":192,"text":692},{"id":705,"depth":192,"text":706},{"id":725,"depth":192,"text":726},{"id":744,"depth":186,"text":745},{"id":754,"depth":186,"text":755},{"id":811,"depth":186,"text":812},{"id":836,"depth":186,"text":837,"children":1006},[1007,1008,1009,1010],{"id":850,"depth":192,"text":851},{"id":860,"depth":192,"text":861},{"id":893,"depth":192,"text":894},{"id":900,"depth":192,"text":901},{"id":915,"depth":186,"text":916},{"id":960,"depth":186,"text":961},{"id":586,"depth":186,"text":587},"Set up the retail catalog, track on-hand quantities per location, run a stock count, and move stock between sites.","i-lucide-shopping-bag",[],{},40,[139,818],{"title":647,"description":1014},"help\u002Fretail\u002Fproducts-and-stock","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":1024,"title":1025,"audience":6,"body":1026,"category":200,"description":1199,"draft":202,"extension":203,"icon":635,"keywords":1200,"meta":1207,"navigation":211,"order":1208,"path":216,"related":1209,"seo":1211,"stem":1212,"updatedAt":219,"__hash__":1213},"help\u002Fhelp\u002Fretail\u002Frun-a-stock-count.md","Run a stock count",{"type":8,"value":1027,"toc":1185},[1028,1031,1034,1038,1097,1101,1144,1153,1156,1158,1162,1165,1169,1172,1176],[11,1029,1030],{},"A stock count checks the shelf against the system. Start a count, type what you physically find for each product, and complete it — Owneli applies every variance as a stock adjustment in a single transaction and logs it in the stock movement journal. Counts are per-location.",[11,1032,1033],{},"You need stock management access.",[32,1035,1037],{"id":1036},"how-do-i-do-a-stocktake","How do I do a stocktake?",[104,1039,1040,1042,1061,1065,1080,1082,1088,1090],{},[107,1041,851],{"id":850},[11,1043,1044,1045,1047,1048,1050,1051,1054,1055,1057,1058,1060],{},"Go to ",[20,1046,116],{}," and open ",[20,1049,837],{}," (",[15,1052,1053],{},"\u002Finventory\u002Fcounts","), then click ",[20,1056,856],{},". The count opens against your active location with a line for every stock-tracked product and its ",[20,1059,867],{}," quantity.",[107,1062,1064],{"id":1063},"count-and-enter","Count and enter",[11,1066,1067,1068,1070,1071,1073,1074,1073,1076,1073,1078,141],{},"Walk the shelf and enter the ",[20,1069,871],{}," quantity per line. The variance column updates live — green for surplus, red for shortfall. Use the filter tabs to focus: ",[20,1072,890],{},", ",[20,1075,878],{},[20,1077,882],{},[20,1079,886],{},[107,1081,894],{"id":893},[11,1083,1084,1087],{},[20,1085,1086],{},"Save"," stores your progress without changing any stock. A count can stay open across a break or a shift change.",[107,1089,901],{"id":900},[11,1091,1092,1093,1096],{},"Click ",[20,1094,1095],{},"Complete",". Every counted line's variance is applied to stock at once, journalled with the reason \"count\". If anything fails mid-apply, nothing is applied and the count stays open — you never end up half-adjusted.",[32,1098,1100],{"id":1099},"what-completing-does-and-doesnt-touch","What completing does — and doesn't — touch",[37,1102,1103,1113],{},[40,1104,1105],{},[43,1106,1107,1110],{},[46,1108,1109],{},"Line state",[46,1111,1112],{},"Effect on stock",[56,1114,1115,1123,1131],{},[43,1116,1117,1120],{},[61,1118,1119],{},"Counted, matches expected",[61,1121,1122],{},"No change",[43,1124,1125,1128],{},[61,1126,1127],{},"Counted, differs",[61,1129,1130],{},"Stock adjusted to the counted figure",[43,1132,1133,1138],{},[61,1134,1135],{},[20,1136,1137],{},"Left uncounted",[61,1139,1140,1143],{},[20,1141,1142],{},"Untouched"," — treated as not part of this count",[143,1145,1146],{},[11,1147,1148,1149,1152],{},"Leaving a line blank is safe, and useful: count one category at a time by only filling in the lines you actually checked. Blank never means zero — type ",[15,1150,1151],{},"0"," explicitly if the shelf is empty.",[11,1154,1155],{},"Cancelling a count discards it without touching stock.",[32,1157,159],{"id":158},[107,1159,1161],{"id":1160},"does-a-count-freeze-sales-while-its-open","Does a count freeze sales while it's open?",[11,1163,1164],{},"No — the till keeps selling. Expected quantities are captured for the count session, so complete promptly; a long-open count on a busy product can apply a stale variance. ",[107,1166,1168],{"id":1167},"who-can-run-a-count","Who can run a count?",[11,1170,1171],{},"Anyone with stock management access. Every applied variance is attributed in the stock log and audit trail.",[107,1173,1175],{"id":1174},"where-do-i-see-the-result-afterwards","Where do I see the result afterwards?",[11,1177,1178,1181,1182,1184],{},[20,1179,1180],{},"Growth → Reports → Stock movement log"," shows each count adjustment; ",[20,1183,973],{}," shows the corrected position.",{"title":185,"searchDepth":186,"depth":186,"links":1186},[1187,1193,1194],{"id":1036,"depth":186,"text":1037,"children":1188},[1189,1190,1191,1192],{"id":850,"depth":192,"text":851},{"id":1063,"depth":192,"text":1064},{"id":893,"depth":192,"text":894},{"id":900,"depth":192,"text":901},{"id":1099,"depth":186,"text":1100},{"id":158,"depth":186,"text":159,"children":1195},[1196,1197,1198],{"id":1160,"depth":192,"text":1161},{"id":1167,"depth":192,"text":1168},{"id":1174,"depth":192,"text":1175},"Count your physical inventory against expected stock, review variances, and apply the corrections in one transaction.",[1201,1202,1203,1204,1205,1206],"stock count","inventory count","stocktake","stock variance","count products on hand","reconcile inventory",{},70,[215,1210,213],"\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations",{"title":1025,"description":1199},"help\u002Fretail\u002Frun-a-stock-count","8ms63MuelIE2LAIXCE09jR1mg5HAsRXh3g3H8wumMTo",1790218960718]