Inventory Management5 min read

Track Stock In & Out

Understand how Khata Tracker automatically adjusts inventory levels as you record sales, purchases, and manual stock adjustments.

Step-by-step guide

  1. 1

    Set opening stock for each item

    Go to Inventory > Items, open each product, and enter the current stock quantity as the opening balance. This is the baseline Khata Tracker uses to calculate all future movements. You can update opening stock any time before recording your first transaction.

  2. 2

    Understand automatic stock deduction on sales

    Every time you save a sales invoice or POS bill, the quantities in that invoice are automatically deducted from your stock. You do not need to manually adjust inventory after each sale — it happens in the background in real time.

  3. 3

    Record stock inflow on purchases

    Go to Purchases > Purchase Invoice and record your supplier bill. Each item on the purchase invoice is added back to your stock automatically. This ensures your inventory reflects what is physically in your warehouse or store.

  4. 4

    Make manual stock adjustments

    For damaged goods, write-offs, or physical count corrections, go to Inventory > Stock Adjustment and tap "New Adjustment". Select the item, enter the reason (damage, theft, counting error), and the quantity to add or reduce. Each adjustment is logged with a timestamp.

  5. 5

    Check current stock levels

    Go to Inventory > Stock Summary to see the current quantity, value, and movement history for every item. You can filter by category, date range, or low-stock status to quickly identify items that need restocking.

  6. 6

    Review the stock movement report

    Under Reports > Inventory Reports > Stock Movement, you can see a complete audit trail of every addition and deduction for any item over any time period. Use this to reconcile physical stock with digital records during audits.

Pro Tips

  • Conduct a physical stock count at the end of each month and use Stock Adjustment to correct any discrepancies.
  • Enable stock tracking only for physical goods — for service items, turn off "Track Inventory" to avoid negative stock alerts.
  • The Stock Valuation report shows the total value of your inventory at cost price, useful for balance sheet preparation.

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