[{"data":1,"prerenderedAt":1113},["ShallowReactive",2],{"help:\u002Fhelp\u002Fretail\u002Frun-a-stock-count":3,"help-all-categories":240,"help-cat-articles:\u002Fhelp\u002Fretail\u002Frun-a-stock-count":360,"help-related:\u002Fhelp\u002Fretail\u002Frun-a-stock-count":361},{"id":4,"title":5,"audience":6,"body":7,"category":216,"description":217,"draft":218,"extension":219,"icon":220,"keywords":221,"meta":228,"navigation":229,"order":230,"path":231,"related":232,"seo":236,"stem":237,"updatedAt":238,"__hash__":239},"help\u002Fhelp\u002Fretail\u002Frun-a-stock-count.md","Run a stock count","clinic",{"type":8,"value":9,"toc":199},"minimark",[10,14,17,22,101,105,154,164,167,171,175,178,182,185,189],[11,12,13],"p",{},"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.",[11,15,16],{},"You need stock management access.",[18,19,21],"h2",{"id":20},"how-do-i-do-a-stocktake","How do I do a stocktake?",[23,24,25,30,55,59,80,84,90,94],"steps",{},[26,27,29],"h3",{"id":28},"start-a-count","Start a count",[11,31,32,33,37,38,41,42,46,47,50,51,54],{},"Go to ",[34,35,36],"strong",{},"Products"," and open ",[34,39,40],{},"Stock counts"," (",[43,44,45],"code",{},"\u002Finventory\u002Fcounts","), then click ",[34,48,49],{},"New count",". The count opens against your active location with a line for every stock-tracked product and its ",[34,52,53],{},"expected"," quantity.",[26,56,58],{"id":57},"count-and-enter","Count and enter",[11,60,61,62,65,66,69,70,69,73,69,76,79],{},"Walk the shelf and enter the ",[34,63,64],{},"counted"," quantity per line. The variance column updates live — green for surplus, red for shortfall. Use the filter tabs to focus: ",[34,67,68],{},"All",", ",[34,71,72],{},"Uncounted",[34,74,75],{},"Variance",[34,77,78],{},"Matched",".",[26,81,83],{"id":82},"save-as-you-go","Save as you go",[11,85,86,89],{},[34,87,88],{},"Save"," stores your progress without changing any stock. A count can stay open across a break or a shift change.",[26,91,93],{"id":92},"complete-the-count","Complete the count",[11,95,96,97,100],{},"Click ",[34,98,99],{},"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.",[18,102,104],{"id":103},"what-completing-does-and-doesnt-touch","What completing does — and doesn't — touch",[106,107,108,121],"table",{},[109,110,111],"thead",{},[112,113,114,118],"tr",{},[115,116,117],"th",{},"Line state",[115,119,120],{},"Effect on stock",[122,123,124,133,141],"tbody",{},[112,125,126,130],{},[127,128,129],"td",{},"Counted, matches expected",[127,131,132],{},"No change",[112,134,135,138],{},[127,136,137],{},"Counted, differs",[127,139,140],{},"Stock adjusted to the counted figure",[112,142,143,148],{},[127,144,145],{},[34,146,147],{},"Left uncounted",[127,149,150,153],{},[34,151,152],{},"Untouched"," — treated as not part of this count",[155,156,157],"tip",{},[11,158,159,160,163],{},"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 ",[43,161,162],{},"0"," explicitly if the shelf is empty.",[11,165,166],{},"Cancelling a count discards it without touching stock.",[18,168,170],{"id":169},"common-questions","Common questions",[26,172,174],{"id":173},"does-a-count-freeze-sales-while-its-open","Does a count freeze sales while it's open?",[11,176,177],{},"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. ",[26,179,181],{"id":180},"who-can-run-a-count","Who can run a count?",[11,183,184],{},"Anyone with stock management access. Every applied variance is attributed in the stock log and audit trail.",[26,186,188],{"id":187},"where-do-i-see-the-result-afterwards","Where do I see the result afterwards?",[11,190,191,194,195,198],{},[34,192,193],{},"Growth → Reports → Stock movement log"," shows each count adjustment; ",[34,196,197],{},"Stock on hand"," shows the corrected position.",{"title":200,"searchDepth":201,"depth":201,"links":202},"",2,[203,210,211],{"id":20,"depth":201,"text":21,"children":204},[205,207,208,209],{"id":28,"depth":206,"text":29},3,{"id":57,"depth":206,"text":58},{"id":82,"depth":206,"text":83},{"id":92,"depth":206,"text":93},{"id":103,"depth":201,"text":104},{"id":169,"depth":201,"text":170,"children":212},[213,214,215],{"id":173,"depth":206,"text":174},{"id":180,"depth":206,"text":181},{"id":187,"depth":206,"text":188},"retail","Count your physical inventory against expected stock, review variances, and apply the corrections in one transaction.",false,"md","i-lucide-clipboard-list",[222,223,224,225,226,227],"stock count","inventory count","stocktake","stock variance","count products on hand","reconcile inventory",{},true,70,"\u002Fhelp\u002Fretail\u002Frun-a-stock-count",[233,234,235],"\u002Fhelp\u002Fretail\u002Fproducts-and-stock","\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations","\u002Fhelp\u002Fretail\u002Freorder-low-stock",{"title":5,"description":217},"help\u002Fretail\u002Frun-a-stock-count","2026-08-14","8ms63MuelIE2LAIXCE09jR1mg5HAsRXh3g3H8wumMTo",[241,252,261,270,280,289,299,309,319,329,339,350],{"id":242,"title":243,"audience":6,"description":244,"extension":245,"icon":246,"meta":247,"order":248,"slug":249,"stem":250,"__hash__":251},"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":253,"title":254,"audience":6,"description":255,"extension":245,"icon":256,"meta":257,"order":201,"slug":258,"stem":259,"__hash__":260},"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":262,"title":263,"audience":6,"description":264,"extension":245,"icon":265,"meta":266,"order":206,"slug":267,"stem":268,"__hash__":269},"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":271,"title":272,"audience":6,"description":273,"extension":245,"icon":274,"meta":275,"order":276,"slug":277,"stem":278,"__hash__":279},"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":281,"title":282,"audience":6,"description":283,"extension":245,"icon":284,"meta":285,"order":286,"slug":216,"stem":287,"__hash__":288},"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":290,"title":291,"audience":6,"description":292,"extension":245,"icon":293,"meta":294,"order":295,"slug":296,"stem":297,"__hash__":298},"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":300,"title":301,"audience":6,"description":302,"extension":245,"icon":303,"meta":304,"order":305,"slug":306,"stem":307,"__hash__":308},"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":310,"title":311,"audience":6,"description":312,"extension":245,"icon":313,"meta":314,"order":315,"slug":316,"stem":317,"__hash__":318},"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":320,"title":321,"audience":6,"description":322,"extension":245,"icon":323,"meta":324,"order":325,"slug":326,"stem":327,"__hash__":328},"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":330,"title":331,"audience":6,"description":332,"extension":245,"icon":333,"meta":334,"order":335,"slug":336,"stem":337,"__hash__":338},"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":340,"title":341,"audience":342,"description":343,"extension":245,"icon":344,"meta":345,"order":346,"slug":347,"stem":348,"__hash__":349},"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":351,"title":352,"audience":342,"description":353,"extension":245,"icon":354,"meta":355,"order":356,"slug":357,"stem":358,"__hash__":359},"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",[],[362,740,929],{"id":363,"title":364,"audience":6,"body":365,"category":216,"description":729,"draft":218,"extension":219,"icon":730,"keywords":731,"meta":732,"navigation":229,"order":733,"path":233,"related":734,"seo":736,"stem":737,"updatedAt":738,"__hash__":739},"help\u002Fhelp\u002Fretail\u002Fproducts-and-stock.md","Products and stock",{"type":8,"value":366,"toc":707},[367,372,375,379,461,465,471,475,529,533,542,556,559,564,567,613,622,626,632,635,663,668,671,675,678,682],[11,368,369],{},[34,370,371],{},"Retail → Products",[11,373,374],{},"Products are everything physical you sell — retail skincare, take-home kits, add-on items at the till.",[18,376,378],{"id":377},"add-a-product","Add a product",[23,380,381,385,392,396,399,403,406,410,420,424,434,440,444,454],{},[26,382,384],{"id":383},"identity","Identity",[11,386,387,388,391],{},"Name, ",[34,389,390],{},"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.",[26,393,395],{"id":394},"barcode","Barcode",[11,397,398],{},"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.",[26,400,402],{"id":401},"image","Image",[11,404,405],{},"PNG, JPEG, WebP or GIF, up to 5MB. It appears next to the product everywhere the product appears.",[26,407,409],{"id":408},"pricing","Pricing",[11,411,412,415,416,419],{},[34,413,414],{},"Sell price"," is what the client pays. ",[34,417,418],{},"Cost"," is what you paid, used for margin reporting — the product card shows the resulting margin percentage once both are set.",[26,421,423],{"id":422},"inventory","Inventory",[11,425,426,429,430,433],{},[34,427,428],{},"On hand"," is your current quantity. ",[34,431,432],{},"Leave it blank to skip tracking entirely"," — useful for consumables you don't want to count.",[11,435,436,439],{},[34,437,438],{},"Low-stock alert at"," triggers a low-stock notice when the quantity drops to that number.",[26,441,443],{"id":442},"reordering","Reordering",[11,445,446,449,450,453],{},[34,447,448],{},"Reorder point"," — when on-hand drops to this, the product appears on the reorder list.\n",[34,451,452],{},"Reorder quantity"," — how many to order when it does.",[11,455,456,457,460],{},"Set a ",[34,458,459],{},"preferred vendor"," so a purchase order can be drafted for it automatically.",[18,462,464],{"id":463},"variants","Variants",[11,466,467,468,470],{},"A product with sizes or shades gets ",[34,469,463],{}," — 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.",[18,472,474],{"id":473},"reading-stock-on-the-product-list","Reading stock on the product list",[106,476,477,487],{},[109,478,479],{},[112,480,481,484],{},[115,482,483],{},"Badge",[115,485,486],{},"Meaning",[122,488,489,499,509,519],{},[112,490,491,496],{},[127,492,493],{},[34,494,495],{},"Not tracked",[127,497,498],{},"On hand was left blank",[112,500,501,506],{},[127,502,503],{},[34,504,505],{},"N on hand",[127,507,508],{},"Normal",[112,510,511,516],{},[127,512,513],{},[34,514,515],{},"Low · N left",[127,517,518],{},"At or below the low-stock alert level",[112,520,521,526],{},[127,522,523],{},[34,524,525],{},"Out of stock",[127,527,528],{},"Zero",[18,530,532],{"id":531},"selling-a-product","Selling a product",[11,534,535,536,541],{},"Products go into the cart at checkout like anything else — see ",[537,538,540],"a",{"href":539},"\u002Fhelp\u002Fcheckout\u002Ftake-a-payment","Take a payment",". Selling a tracked product decrements its on-hand quantity for the location the sale happened at.",[543,544,545],"note",{},[11,546,547,548,551,552,555],{},"On a ",[34,549,550],{},"full"," refund you can tick ",[34,553,554],{},"Restock items"," to return the stock. Partial refunds always keep the stock where it is.",[18,557,40],{"id":558},"stock-counts",[11,560,561],{},[34,562,563],{},"Retail → Products → Stock counts",[11,565,566],{},"A stock count reconciles what's physically on the shelf against what Owneli thinks you have.",[23,568,569,571,576,580,589,603,605,608,610],{},[26,570,29],{"id":28},[11,572,573,575],{},[34,574,49],{},", scoped to a location.",[26,577,579],{"id":578},"enter-what-you-actually-counted","Enter what you actually counted",[11,581,582,583,585,586,588],{},"Each row shows the ",[34,584,53],{}," quantity and a field for the ",[34,587,64],{}," one. The variance is calculated as you go.",[11,590,591,592,594,595,597,598,600,601,79],{},"Tabs let you work the list efficiently: ",[34,593,72],{}," (still to do), ",[34,596,75],{}," (doesn't match), ",[34,599,78],{}," (does), and ",[34,602,68],{},[26,604,83],{"id":82},[11,606,607],{},"A count in progress can be left and resumed.",[26,609,93],{"id":92},[11,611,612],{},"Completing applies an adjustment for every variance and tells you how many were applied.",[614,615,616],"warning",{},[11,617,618,619,621],{},"Completing a count writes real adjustments into the stock ledger. Check the ",[34,620,75],{}," tab before you complete — a mistyped count becomes a stock adjustment you then have to correct with another count.",[18,623,625],{"id":624},"transfers-between-locations","Transfers between locations",[11,627,628,631],{},[34,629,630],{},"Retail → Products → Transfers"," — only available with more than one location.",[11,633,634],{},"A transfer moves stock from a source location to a destination. It has three stages:",[636,637,638,645,654],"ol",{},[639,640,641,644],"li",{},[34,642,643],{},"Draft"," — created, nothing has moved",[639,646,647,650,651],{},[34,648,649],{},"Sent"," — stock is deducted from the ",[34,652,653],{},"source",[639,655,656,659,660],{},[34,657,658],{},"Received"," — stock is added at the ",[34,661,662],{},"destination",[543,664,665],{},[11,666,667],{},"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.",[11,669,670],{},"Cancelling a transfer keeps it in history but moves no stock.",[18,672,674],{"id":673},"bundles","Bundles",[11,676,677],{},"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.",[18,679,681],{"id":680},"reporting","Reporting",[683,684,685,690,696,702],"ul",{},[639,686,687,689],{},[34,688,197],{}," — current quantities",[639,691,692,695],{},[34,693,694],{},"Stock log"," — every movement, with its cause",[639,697,698,701],{},[34,699,700],{},"COGS"," — cost of goods sold",[639,703,704,706],{},[34,705,423],{}," — the overall picture",{"title":200,"searchDepth":201,"depth":201,"links":708},[709,717,718,719,720,726,727,728],{"id":377,"depth":201,"text":378,"children":710},[711,712,713,714,715,716],{"id":383,"depth":206,"text":384},{"id":394,"depth":206,"text":395},{"id":401,"depth":206,"text":402},{"id":408,"depth":206,"text":409},{"id":422,"depth":206,"text":423},{"id":442,"depth":206,"text":443},{"id":463,"depth":201,"text":464},{"id":473,"depth":201,"text":474},{"id":531,"depth":201,"text":532},{"id":558,"depth":201,"text":40,"children":721},[722,723,724,725],{"id":28,"depth":206,"text":29},{"id":578,"depth":206,"text":579},{"id":82,"depth":206,"text":83},{"id":92,"depth":206,"text":93},{"id":624,"depth":201,"text":625},{"id":673,"depth":201,"text":674},{"id":680,"depth":201,"text":681},"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,[735,539],"\u002Fhelp\u002Fretail\u002Fpurchase-orders-and-vendors",{"title":364,"description":729},"help\u002Fretail\u002Fproducts-and-stock","2026-07-26","ovus6g5Bdu4xX5ViAZPt9JlA_GbM5Ogup6sfLGbOiio",{"id":741,"title":742,"audience":6,"body":743,"category":216,"description":914,"draft":218,"extension":219,"icon":915,"keywords":916,"meta":922,"navigation":229,"order":923,"path":234,"related":924,"seo":926,"stem":927,"updatedAt":238,"__hash__":928},"help\u002Fhelp\u002Fretail\u002Ftransfer-stock-between-locations.md","Transfer stock between locations",{"type":8,"value":744,"toc":901},[745,752,755,759,805,809,860,868,871,873,877,880,884,887,891],[11,746,747,748,751],{},"A stock transfer moves products between two of your locations through three states: ",[34,749,750],{},"Draft → Sent → Received",". Draft and sent are paperwork — the actual stock movement happens in one transaction when the transfer is received, so quantities can never be stranded in between.",[11,753,754],{},"Transfers need at least two active locations. Viewing needs the transfers permission; creating and moving them needs transfer management.",[18,756,758],{"id":757},"how-do-i-move-stock-to-another-location","How do I move stock to another location?",[23,760,761,765,785,789,795,799],{},[26,762,764],{"id":763},"create-the-transfer","Create the transfer",[11,766,767,768,41,771,774,775,778,779,782,783,79],{},"Open ",[34,769,770],{},"Inventory transfers",[43,772,773],{},"\u002Finventory\u002Ftransfers",") and click the new-transfer button. Pick the ",[34,776,777],{},"from"," and ",[34,780,781],{},"to"," locations and add product lines with quantities. Only stock-tracked products can be transferred. This saves a ",[34,784,643],{},[26,786,788],{"id":787},"send-it","Send it",[11,790,791,792,794],{},"When the box physically leaves, mark the transfer ",[34,793,649],{},". Sending validates that the source location actually has enough of every line and blocks with a per-product shortfall message if not.",[26,796,798],{"id":797},"receive-it-at-the-destination","Receive it at the destination",[11,800,801,802,804],{},"When the box arrives, the receiving side marks it ",[34,803,658],{},". Both locations' stock updates together in a single transaction: the source is debited, the destination is credited.",[18,806,808],{"id":807},"statuses-at-a-glance","Statuses at a glance",[106,810,811,821],{},[109,812,813],{},[112,814,815,818],{},[115,816,817],{},"Status",[115,819,820],{},"Stock effect",[122,822,823,832,841,850],{},[112,824,825,829],{},[127,826,827],{},[34,828,643],{},[127,830,831],{},"None — editable paperwork",[112,833,834,838],{},[127,835,836],{},[34,837,649],{},[127,839,840],{},"None yet — in transit, quantities validated",[112,842,843,847],{},[127,844,845],{},[34,846,658],{},[127,848,849],{},"Source debited, destination credited, atomically",[112,851,852,857],{},[127,853,854],{},[34,855,856],{},"Cancelled",[127,858,859],{},"None — the transfer is closed without moving stock",[614,861,862],{},[11,863,864,865,867],{},"Because stock moves at receive time, selling the goods at the source while a transfer is in transit can make the receive fail — you'll see \"the source location no longer has enough stock to receive this transfer\". Reconcile the source (a ",[537,866,222],{"href":231}," or adjustment) before receiving.",[11,869,870],{},"Location membership matters: you can only move stock to and from locations you belong to, so one site can't quietly credit itself from another.",[18,872,170],{"id":169},[26,874,876],{"id":875},"can-i-edit-a-transfer-after-sending-it","Can I edit a transfer after sending it?",[11,878,879],{},"No — send it when the quantities are final. If something changed, cancel and create a corrected transfer.",[26,881,883],{"id":882},"why-cant-i-see-the-new-transfer-button","Why can't I see the New transfer button?",[11,885,886],{},"Either you don't hold transfer management permission, or the workspace has fewer than two active locations.",[26,888,890],{"id":889},"how-do-transfers-show-up-in-reporting","How do transfers show up in reporting?",[11,892,893,894,897,898,900],{},"Each received transfer writes paired entries in the stock movement journal, so ",[34,895,896],{},"Stock movement log"," and per-location ",[34,899,197],{}," both reflect it.",{"title":200,"searchDepth":201,"depth":201,"links":902},[903,908,909],{"id":757,"depth":201,"text":758,"children":904},[905,906,907],{"id":763,"depth":206,"text":764},{"id":787,"depth":206,"text":788},{"id":797,"depth":206,"text":798},{"id":807,"depth":201,"text":808},{"id":169,"depth":201,"text":170,"children":910},[911,912,913],{"id":875,"depth":206,"text":876},{"id":882,"depth":206,"text":883},{"id":889,"depth":206,"text":890},"Move products from one location to another with a draft, send, receive workflow — stock only moves when the transfer is received.","i-lucide-arrow-left-right",[917,918,919,920,921],"transfer stock between locations","move inventory to another location","stock transfer","multi location inventory","receive stock transfer",{},80,[233,231,925],"\u002Fhelp\u002Fsettings\u002Fmultiple-locations",{"title":742,"description":914},"help\u002Fretail\u002Ftransfer-stock-between-locations","CV1VJFSu2MuTp34FItNpdtxJQH1iGUcQrvK-h0Cm1Uo",{"id":930,"title":931,"audience":6,"body":932,"category":216,"description":1100,"draft":218,"extension":219,"icon":1101,"keywords":1102,"meta":1107,"navigation":229,"order":1108,"path":235,"related":1109,"seo":1110,"stem":1111,"updatedAt":238,"__hash__":1112},"help\u002Fhelp\u002Fretail\u002Freorder-low-stock.md","Reorder low stock",{"type":8,"value":933,"toc":1087},[934,949,952,956,1008,1011,1015,1048,1061,1063,1067,1070,1074,1077,1081],[11,935,936,937,940,941,944,945,948],{},"The reorder screen (",[43,938,939],{},"\u002Finventory\u002Freorder",") lists every product at or below its ",[34,942,943],{},"reorder point",", grouped by preferred vendor with a suggested quantity and estimated cost. ",[34,946,947],{},"Draft PO"," turns a vendor's whole bucket into a draft purchase order in one click.",[11,950,951],{},"You need purchasing management access. The screen only shows products that have a reorder point set.",[18,953,955],{"id":954},"how-does-owneli-decide-what-needs-reordering","How does Owneli decide what needs reordering?",[106,957,958,971],{},[109,959,960],{},[112,961,962,965,968],{},[115,963,964],{},"Input",[115,966,967],{},"Where it's set",[115,969,970],{},"What it does",[122,972,973,985,996],{},[112,974,975,979,982],{},[127,976,977],{},[34,978,448],{},[127,980,981],{},"On the product",[127,983,984],{},"The product appears here when stock is at or below this level",[112,986,987,991,993],{},[127,988,989],{},[34,990,452],{},[127,992,981],{},[127,994,995],{},"The suggested order size; if unset, the suggestion is what's needed to get back above the reorder point",[112,997,998,1003,1005],{},[127,999,1000],{},[34,1001,1002],{},"Preferred vendor",[127,1004,981],{},[127,1006,1007],{},"Which bucket the product lands in, with the vendor's lead time shown",[11,1009,1010],{},"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.",[18,1012,1014],{"id":1013},"draft-a-purchase-order-from-suggestions","Draft a purchase order from suggestions",[23,1016,1017,1021,1031,1035,1038,1042],{},[26,1018,1020],{"id":1019},"open-the-reorder-screen","Open the reorder screen",[11,1022,1023,1024,1026,1027,1030],{},"From ",[34,1025,36],{},", open ",[34,1028,1029],{},"Reorder"," — or go straight to the low-stock view when the products list flags items below threshold.",[26,1032,1034],{"id":1033},"review-each-vendors-bucket","Review each vendor's bucket",[11,1036,1037],{},"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.",[26,1039,1041],{"id":1040},"click-draft-po","Click Draft PO",[11,1043,1044,1045,79],{},"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 ",[537,1046,1047],{"href":735},"Purchase orders and vendors",[155,1049,1050],{},[11,1051,1052,1053,1056,1057,1060],{},"Products with no preferred vendor collect in an ",[34,1054,1055],{},"Unassigned"," bucket that can't be turned into a PO. Use ",[34,1058,1059],{},"Assign vendor"," on the line to jump straight into that product's editor, set the vendor, and come back.",[18,1062,170],{"id":169},[26,1064,1066],{"id":1065},"why-isnt-a-low-product-showing-here","Why isn't a low product showing here?",[11,1068,1069],{},"Either it has no reorder point set, or its stock plus what's already inbound on an open PO puts it above the threshold.",[26,1071,1073],{"id":1072},"are-the-totals-exact","Are the totals exact?",[11,1075,1076],{},"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.",[26,1078,1080],{"id":1079},"can-it-order-automatically","Can it order automatically?",[11,1082,1083,1084,1086],{},"No. Suggestions become orders only when you click ",[34,1085,947],{},", and even then the PO is a draft you review before sending.",{"title":200,"searchDepth":201,"depth":201,"links":1088},[1089,1090,1095],{"id":954,"depth":201,"text":955},{"id":1013,"depth":201,"text":1014,"children":1091},[1092,1093,1094],{"id":1019,"depth":206,"text":1020},{"id":1033,"depth":206,"text":1034},{"id":1040,"depth":206,"text":1041},{"id":169,"depth":201,"text":170,"children":1096},[1097,1098,1099],{"id":1065,"depth":206,"text":1066},{"id":1072,"depth":206,"text":1073},{"id":1079,"depth":206,"text":1080},"See every product at or below its reorder point, grouped by vendor, and draft a purchase order per vendor in one click.","i-lucide-package-plus",[1103,943,1104,1105,1106],"reorder low stock","low stock suggestions","draft purchase order from low stock","restock products",{},90,[735,233,231],{"title":931,"description":1100},"help\u002Fretail\u002Freorder-low-stock","6RYG4pzIPWUMOCkU1tDxgshNYcy1kFmgRT9zdwPiqKg",1790218960737]