Cashvio Docs

Stock Management

How to view inventory levels, understand stock tracking, manage low stock alerts, and reorder points.

How Inventory Works

Cashvio tracks inventory per product variant, per store. This means if you sell a T-shirt in sizes S, M, and L across two stores, each size in each store has its own stock count.

Inventory tracking is optional per product. Products with inventory tracking disabled are treated as always in stock.

Viewing Inventory

  1. Go to Inventory in the sidebar.
  2. If you have multiple stores, select a store to view its inventory.
  3. You will see a table showing:
ColumnDescription
Product / VariantThe product name and variant (with its SKU)
StatusIn Stock, Low Stock, or Out of Stock
AvailableUnits that can still be sold
CommittedUnits reserved by pending orders
On HandPhysical units in the store (available + committed)

You can search, filter to low-stock only, and export the current view to CSV.

Stock Statuses

StatusMeaning
In StockOn-hand stock is above the reorder point
Low StockOn-hand stock is at or below the reorder point
Out of StockNo available stock

Available vs. Committed vs. On Hand

When a customer places an order that isn't completed yet, those units become committed — still physically in the store, but reserved. Available = On Hand − Committed, and it's the number that matters for what you can still sell.

Low Stock Alerts

Go to Inventory > Low Stock in the sidebar to see only items that need restocking.

Items appear here when their current stock falls to or below the reorder point you set. This helps you know when to reorder from suppliers.

Setting a Reorder Point

Reorder points are set per variant, per store:

  1. Open the row's actions menu (on the Inventory list, Low Stock page, or inventory details) and choose Update Reorder Point.
  2. Enter the minimum stock level that should trigger an alert — the dialog shows the current stock and warns if the new value would immediately flag the item as low.
  3. Click Save.

Example: If you set the reorder point for "T-shirt / M / Blue" to 10, it appears in the Low Stock list when stock drops to 10 or below.

Restocking Directly from Low Stock

Turn a low-stock alert into a supplier order in one click:

  1. On the Low Stock page (or any inventory row), open the row's actions menu and choose Create Purchase Order. The same action is available in the header of the inventory item details page.
  2. The purchase order form opens with everything prefilled:
    • The store is preselected
    • The item is added with a suggested quantity — enough to refill up to twice the reorder point (or up to the max stock level when one is set)
    • The unit cost defaults to the variant's purchase price
  3. Pick the supplier, adjust the quantity or cost if needed, and continue as usual.

Note

The Create Purchase Order action appears when your plan includes the Suppliers module and your role can create purchase orders.

How Stock Changes

Stock levels change automatically based on business operations:

ActionEffect on Stock
Order completedStock decreases by the ordered quantity
Order cancelledStock is restored to pre-order levels
Return approvedStock increases by the returned quantity
Purchase order receivedStock increases by the received quantity
Manual adjustmentStock increases or decreases based on the adjustment
Stock transferStock decreases in source store, increases in destination store
Damaged/consumedStock decreases

Important

Only products with Track Inventory enabled are affected by these stock changes. If a product has inventory tracking disabled, stock is not tracked.