How Do You Track Inventory Items and Stock Movements in Zoho Books?
Zoho Books offers built-in inventory tracking to monitor stock levels, item costs, and movement history—suitable for businesses selling physical products.
Enable Inventory:
Go to Settings → Items → Enable “Track Inventory.”
Add Items:
Go to Items → + New Item → Define SKU, unit, opening stock, and reorder point.
Track Sales and Purchases:
When you sell (Invoices) or buy (Bills) tracked items, inventory updates automatically.
Monitor Stock Reports:
Use Inventory Summary, Stock on Hand, and Inventory Valuation reports.
Why This Workflow Matters:
Inventory tracking prevents stockouts, improves order accuracy, and integrates seamlessly with invoicing and purchase processes.
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