Inventory Management

Keep complete control over your inventory with real-time stock tracking, automatic alerts, and intelligent reorder recommendations.

Stock Tracking

Monitor your inventory levels in real-time:

Current Stock: See how many units of each product you have on hand
Stock History: Track inventory changes over time

Setting Up Inventory

Stock is kept per product and per location. A product has stock only once it has a stock record, so setting up takes two steps:

Go to "Expense products" or "Revenue products", open or create the product, and turn on "Track Inventory". You can also set its unit, reorder point and overstock threshold there. See Product Management.
Go to "Stock Levels" under Inventory, click "Add Item", pick the product and a location, and enter the "Initial Quantity" you have on hand

Stock Levels needs a location. A new company has none, so add one on the Locations page, or use the "Create one" link in the location picker.

You don't have to add the stock record by hand. Recording a purchase of a tracked product, receiving a purchase order for it, or importing an Inventory sheet creates one for you.

Note: For a product with Track Inventory on, buying stock adds to your stock instead of counting as an expense, and what that stock cost comes off your profit when it sells. The Balance Sheet values what's on hand. See How Numbers Are Calculated.

Reorder Points

Set stock thresholds to stay on top of your inventory:

Reorder Point: Get alerted when stock falls below this quantity
Overstock Threshold: Get notified when stock exceeds this level

Low Stock Alerts

Argo Books automatically monitors your inventory and notifies you when action is needed:

Dashboard Alerts: Low stock items appear on your main dashboard
Notification Center: View all inventory alerts in one place

Inventory Adjustments

To change stock by hand, click "New Adjustment" on the "Adjustments" page, or the adjust button on a row in Stock Levels. Pick one of three types:

Add: Increase stock, such as after finding extra units
Remove: Decrease stock, such as for damaged, lost or expired items
Set: Replace the count with what a physical stock count found

Each adjustment keeps a reason and an optional reference number, so the Adjustments page doubles as an audit trail.

Moving Stock Between Locations

Click the transfer button on a row in Stock Levels, choose the location to move it to, and enter the quantity.

Automatic Stock Updates

For products with Track Inventory on, stock is adjusted automatically when you:

Record a revenue transaction (stock decreases)
Record an expense transaction (stock increases)
Receive a purchase order (stock increases)
Bring in revenue or purchases from Stripe or the Argo Books API
Rent items out or take them back (see Rental Management)

Returns and lost or damaged records don't change stock. Record an adjustment if the items should come off or go back on the shelf.

Inventory Dashboard

Monitor your inventory at a glance with key metrics:

Total Units: Total inventory across all products
In Stock: Products with healthy stock levels
Low Stock: Products below their reorder point
Out of Stock: Products with zero inventory
Overstock: Products above their overstock threshold