Manage product stock

Manage Stock Levels

If you have enabled Stock Management you will have additional options when creating a product.

Enable Stock Management from Settings > Stock Options > Enable Stock Management.

Manage Stock Levels - tick this box to have IRIS Elements Cashbook automatically manage the stock levels for you. For detailed information on this please see the Stock Management & Control guidance here. Once this is selected, the following options will be available:

Quantity In Stock- this is the amount of stock you currently hold for this item.

Alert me if quantity drops below - if this option is selected, you will see the stock status in the sales type drop-down when including this as a line item on the invoice.

Green - above the limit that has been set.

Orange - below the limit that has been set.

Red - none in stock.

Increment stock levels on purchase - use this option to have IRIS Elements Cashbook automatically increase the amount of available stock when you raise a receipt with a linked outgoing type. If you don’t have an outgoing code and sub-outgoing code set up you can leave the options set to Create One for Me.

Auto-enter details - tick this box to have IRIS Elements Cashbook automatically enter a price, VAT rate and/or line item description that will appear on the invoice.

When you’re ready, select Update.