Inventory FAQ
Last Updated: 2026-01-15
Find answers to frequently asked questions about Inventory. Can't find your answer? Contact support@custojo.com.
Quick Answers
| Question | Quick Answer |
|---|---|
| What is Inventory? | Inventory tracking system for products with automatic adjustments |
| Who can use it? | Company/Workspace users with Inventory module enabled |
| How do I access it? | Sidebar → Inventory |
| Is it included in my plan? | Pro and Enterprise plans |
| What do I need first? | Product & Service module with products created |
General Questions
Q: What is Inventory?
A: Inventory is an inventory management system that tracks product stock levels, maintains adjustment history, and automatically adjusts quantities when sales transactions occur. It helps prevent stockouts and overbilling.
Q: What do I need before using Inventory?
A: You need:
- Product & Service module enabled — Inventory tracks products from this module
- Products created — At least one product must exist in Product & Service
Without products, Inventory has nothing to track.
Q: How do I access Inventory?
A:
- Log in to your dashboard
- Click Inventory in the sidebar
- You'll see all products with their current inventory levels
Prerequisites Questions
Q: Why don't I see any products in Inventory?
A: This usually means:
- Product & Service module is not enabled — Contact your admin to enable it
- No products have been created — Create products in Product & Service module first
- Inventory module is not enabled — Contact your admin to enable Inventory
Q: Can I use Inventory without Product & Service module?
A: No. Inventory requires the Product & Service module because it tracks inventory for products. You must have products created before Inventory can track them.
Automatic Adjustments Questions
Q: How does automatic inventory adjustment work?
A: Inventory automatically decreases when:
- You create a Sales invoice with products
- You convert a retainer to an invoice
- You convert a proposal to an invoice
The system tracks these transactions and adjusts inventory accordingly.
Q: Can I disable automatic adjustments?
A: Automatic adjustments are built into the system to ensure accuracy. They cannot be disabled, but you can manually adjust inventory if needed.
Manual Adjustments Questions
Q: When should I manually adjust inventory?
A: Manual adjustments are useful for:
- Stock received: Increase inventory when new stock arrives
- Damaged items: Decrease inventory for damaged or lost items
- Stock corrections: Update inventory to correct discrepancies
- Physical counts: Adjust to match physical inventory counts
Q: How do I manually adjust inventory?
A:
- Go to Inventory → Inventory
- Find the product you want to adjust
- Click on the product to view details
- Use the adjustment options (Increase, Decrease, Update)
- Enter quantity and description
- Save the adjustment
Troubleshooting
Q: Why can't I see Inventory in my sidebar?
A: This usually means:
- The addon isn't enabled for your workspace - contact your admin
- Your plan doesn't include this feature - check your plan details
- You don't have the required permissions - ask your admin to grant access
Q: Inventory isn't adjusting automatically. What's wrong?
A: Check:
- Sales module is enabled and working
- Products are properly linked in invoices
- Inventory module is enabled
- Refresh the page and check again
Billing & Plans
Q: Is Inventory included in my plan?
A: Inventory is included in:
- ✓ Pro Plan
- ✓ Enterprise Plan
- ✗ Not included in Free Plan
Still Have Questions?
| Channel | How to Reach Us |
|---|---|
| support@custojo.com | |
| Live Chat | Click the chat icon in your dashboard |
| Help Center | docs.custojo.com |
Related Resources
- 🚀 Getting Started with Inventory — New user guide
- 🔧 Inventory Features — Full feature list
Was this helpful? Let us know at support@custojo.com