Category: Core Features

Inventory Features & Capabilities | Custojo Help

Inventory Features

Last Updated: 2026-01-15

Discover everything you can do with Inventory in Custojo. This guide covers all features from viewing inventory to automatic adjustments.

Feature Overview

Feature Description Available On
Inventory Tracking View current stock levels for all products Pro, Enterprise
Inventory History View complete history of adjustments Pro, Enterprise
Automatic Adjustments Auto-adjust when sales occur Pro, Enterprise
Manual Adjustments Increase, decrease, or update quantities Pro, Enterprise

Core Features

Inventory Tracking

View current inventory quantities for all products from the Product & Service module.

How to use:

  1. Go to Inventory → Inventory
  2. View all products with current quantities
  3. Click on a product to see detailed history

Key Benefits:

  • Real-time stock levels
  • All products in one view
  • Quick access to inventory status

Inventory History

View complete history of all inventory adjustments for any product.

How to use:

  1. Go to Inventory → Inventory
  2. Click on a product
  3. View all adjustments with dates, types, and descriptions

Key Benefits:

  • Complete audit trail
  • Track who made adjustments
  • Understand inventory changes over time

Automatic Adjustments

Inventory automatically adjusts when sales transactions occur.

Automatic Triggers:

  • Sales Invoices: Inventory decreases when products are sold
  • Retainers: Inventory adjusts when retainers are converted
  • Proposals: Inventory adjusts when proposals become invoices

Key Benefits:

  • No manual tracking needed
  • Prevents overbilling
  • Prevents stockouts
  • Accurate inventory records

Manual Adjustments

Manually adjust inventory quantities when needed.

Adjustment Types:

  • Increase: Add stock (e.g., new shipment received)
  • Decrease: Remove stock (e.g., damaged items)
  • Update: Set to specific value (e.g., stock correction)

Key Benefits:

  • Handle special cases
  • Correct discrepancies
  • Track adjustments with descriptions

Feature Comparison by Plan

Feature Free Pro Enterprise
Inventory Tracking - ✓ ✓
Automatic Adjustments - ✓ ✓
Inventory History - ✓ ✓
Manual Adjustments - ✓ ✓

Learn More

Resource Description
🚀 Getting Started New to Inventory? Start here
❓ FAQ Common questions answered

Ready to track inventory? View your inventory