Best practices for using Inventory in Bizwazi

Good inventory habits make Bizwazi much more useful. The aim is to keep stock counts accurate, supplier records clean, prices realistic, and movement history easy to understand.

When adding items

• Use clear item names.
• Use consistent units.
• Enter realistic selling prices.
• Enter cost prices where possible.
• Set a sensible low stock alert level.
• Add a SKU if your business uses item codes.
• Add a supplier where possible.
• Add a useful opening stock note.

When selling stock

• Use stock-linked sales when you want stock to reduce automatically.
• Use manual sales only when stock tracking is not needed.
• Check low stock warnings before promising goods to customers.

When invoicing stock

• Use inventory-linked invoice lines for products from stock.
• Use custom lines for services or one-off items.
• Remember that invoice stock deduction happens when payment is added to Sales, according to your workflow.

When buying stock

• Use supplier bills where possible so purchase history stays connected.
• Link bill lines to inventory items when the purchase relates to stock.
• Check whether bill purchases have been applied to stock if your workflow supports that step.

Weekly stock review

• Check low stock and out-of-stock items.
• Review unlinked stock.
• Review large negative stock movements.
• Check negative gross margins.
• Deactivate old items that should no longer be used.
• Use inventory reports before reordering.