Getting Started with Inventory
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 5 minutes
TL;DR (Quick Summary)
Inventory lets you track product stock levels, view inventory history, and automatically adjust quantities when sales occur. This guide shows you how to access inventory and understand automatic adjustments in under 5 minutes.
What is Inventory?
Inventory is an inventory management system that tracks product quantities and maintains a complete history of stock adjustments. It automatically decreases inventory when you create sales invoices and helps prevent stockouts and overbilling.
What you can do:
- ✓ View current inventory levels for all products
- ✓ Track inventory adjustments (Increase, Decrease, Update)
- ✓ View complete inventory history
- ✓ Automatic inventory adjustments from sales
- ✓ Prevent stockouts and overbilling
Prerequisites
⚠️ Before You Begin: Inventory requires these prerequisites to work.
| Prerequisite | Status | Notes |
|---|---|---|
| Product & Service Module | [ ] Enabled | Required - Products must exist to track inventory |
| Products Created | [ ] Complete | At least one product must exist in Product & Service |
💡 Don't have products yet? You need to create products in the Product & Service module first. Inventory tracks quantities for existing products.
How to Access
Step 1: Navigate to Inventory
- Log in to your dashboard
- In the sidebar, click Inventory
- You'll see the Inventory list with all products and their quantities
💡 Tip: If you don't see Inventory in your sidebar, contact your admin to enable it for your workspace.
Step 2: View Inventory
The Inventory page shows:
- All products from Product & Service module
- Current inventory quantities
- Inventory adjustment history
- Links to view detailed history
Quick Start (5 Minutes)
View Inventory for a Product
| Step | Action |
|---|---|
| 1 | Click Inventory in the sidebar |
| 2 | Find a product in the list |
| 3 | Click on the product to view inventory history |
| 4 | See all adjustments (Increase, Decrease, Update) |
Note: If you don't see any products, you need to create products in the Product & Service module first.
How Inventory Works
Automatic Adjustments
Inventory automatically adjusts when:
- Sales Invoices Created: Inventory decreases when products are sold
- Retainers Converted: Inventory adjusts when retainers are processed
- Proposals Converted: Inventory adjusts when proposals become invoices
Manual Adjustments
You can manually adjust inventory by:
- Increasing quantities (stock received)
- Decreasing quantities (stock removed)
- Updating to specific values (stock corrections)
What's Next?
Now that you understand how Inventory works, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything Inventory can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- Inventory Features
- Product & Service module (prerequisite)
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
| Live Chat | Click the chat icon in the bottom-right corner |
Was this helpful? Let us know at support@custojo.com