Introducing Inventory Management: Real‑Time, Multi‑Location Stock Inside Your Invoicing

Stop juggling spreadsheets and separate tools. Invoice Master Inventory Management brings real‑time, multi‑location stock control into the same place you create quotes and invoices—so counts stay accurate and cash keeps moving.

What you can do (at a glance)

• Multi‑location inventory: Track stock by warehouse, store, van, or shelf; see totals consolidated and per location.
• Real‑time stock levels: Instantly view on‑hand counts when you quote or invoice.
• Movement history: Log additions, disposals, transfers, and corrections with timestamps and reasons.
• Auto‑sync with sales: Sending an invoice can auto‑adjust stock; returns can add it back.
• Low‑stock alerts: Set thresholds and get notified before you run out.
• CSV import: Bring products and opening balances in minutes.
• Clean UI: Sortable tables, quick filters, and clear totals—no training required.

Working on retainers or bundles? Pair with One‑Click Quote→Invoice to convert accepted quotes and update stock instantly.

How inventory fits your invoicing workflow

1. Add locations (warehouse, store, truck).
2. Import products (SKU, name, price, tax) and set opening stock per location.
3. Quote with confidence: See on‑hand while building a quote.
4. Invoice to fulfill: When you send an invoice, stock updates automatically.
5. Track movements: Record transfers, write‑offs, and corrections with notes.
6. Stay ahead: Low‑stock alerts prompt reorders before sales stall.

Related: Dashboard Deep‑Dive for revenue, costs, and overdue invoices at a glance.

Feature details

| Feature | What it does | Why it matters | |---|---|---| | Multi‑location control | Add unlimited sites; view per‑location and global stock. | Know exactly where items are before promising delivery. | | Movement log | Every add, transfer, disposal, or correction is tracked. | Full audit trail and easy reconciliation. | | Auto stock updates | Invoice issuance adjusts inventory; returns can restock. | Eliminates manual errors and double entry. | | Threshold alerts | Set minimum levels by SKU/location. | Prevent stockouts on best‑sellers and essentials. | | CSV import | Upload products and starting quantities. | Get up and running fast—no tedious rekeying. | | Reports | Stock‑on‑hand and movement summaries. | See fast movers and plan purchasing with data. |

Tip: Use a simple reorder point formula—Average Daily Usage × Lead Time + Safety Stock—to set smarter low‑stock thresholds.

Set up in 5 minutes

1. Open: Inventory → Locations → Add Location.
2. Import: Inventory → Products → Import CSV (or add items manually).
3. Seed stock: Inventory → Movements → Add Stock per location.
4. Enable auto‑adjust (default): Stock decreases when invoices are sent.
5. Set alerts: Add low‑stock thresholds on key SKUs.
6. Start selling: Quote, convert to invoice, and watch counts stay accurate.

Need to capture costs and receipts too? See Zero‑Stress Expense Tracking.

Who benefits

• Product sellers & wholesalers: Keep counts straight across multiple sites.
• Trades & field services: Track parts in vans and restock from the warehouse.
• Rental & events: Log out‑and‑back movements for equipment and kits.
• Agencies with merch: Manage small runs and avoid rush reprints.

Best‑practice tips

• Name locations clearly: e.g., “WH‑East”, “Store‑Downtown”, “Van‑A”.
• Document adjustments: Always add a reason (damage, count variance, demo).
• Schedule a cycle count: Spot‑check top SKUs weekly to keep truth on track.
• Use product bundles on quotes: Faster quoting; consistent line items on invoices.
• Export monthly: Back up CSV/PDFs with Own Your Data.

FAQ

Does it support multiple locations?
Yes—add as many as you need and view per‑location or consolidated stock.

When does stock change—on quote or invoice?
Stock adjusts when you send the invoice (quotes don’t change inventory).

Can I import my existing catalog and counts?
Absolutely—use the CSV import to load products and opening balances.

Can I track transfers between locations?
Yes—use Transfer movements to move stock with a clear audit trail.

What about write‑offs and corrections?
Record Disposal or Correction with a reason to keep history clean.

Will I get alerted before items run out?
Set low‑stock thresholds per SKU/location and receive notifications.

Ready to streamline stock and billing?

Keep inventory, quotes, invoices, and payments in one place. Start with Inventory Management inside Invoice Master today.

👉 Try Invoice Master free