Inventory
A product catalog with automatic stock management. Stock is held when proposals are sent, decremented when invoices are created, and restored when documents are deleted.
Products
Create and manage your product catalog:
| Name | Product display name |
| Product type | Physical, digital, or service |
| Unit cost | Cost per unit |
| Unit price | Selling price per unit |
| Currency | Currency for pricing |
| Description (optional) | Detailed product description |
| SKU (optional) | Stock keeping unit identifier |
| Tax percent (optional) | Default tax rate |
| Track inventory | Enable to track stock levels |
| Stock quantity (optional) | Total stock on hand |
| Low stock threshold (optional) | Triggers a notification to admins when stock falls below this level |
| Allow oversell | When enabled, proposals and invoices can be created even if stock is insufficient |
Go to Settings → Inventory to manage products.
Stock levels
Products with inventory tracking show three stock values:
| Stock | Total units on hand |
| On Hold | Units reserved by sent proposals (highlighted in amber when above zero) |
| Available | Stock minus held. This is what can be committed to new orders |
Automatic stock management
Stock adjusts automatically throughout the proposal and invoice lifecycle:
| Proposal sent | Stock is placed on hold for each product in the line items |
| Proposal rejected or expired | Held stock is released back to available |
| Proposal deleted | Held stock is released |
| Invoice created | Stock is decremented. If the invoice was created from a proposal, the hold is also released |
| Invoice updated | Old line item stock is restored, new line item stock is applied |
| Invoice deleted | Stock is restored to previous levels |
If a product has Allow oversell disabled and available stock is insufficient when sending a proposal, a warning is shown but the proposal can still be sent.
Low stock notifications
When an invoice sale brings a product below its low stock threshold, all company admins receive an in-app notification with the product name and current stock level.
Stock adjustments
Record manual stock changes with a reason:
| Restock | Received new inventory |
| Sale | Manual sale outside of invoices |
| Return | Customer returned items |
| Correction | Inventory count adjustment |
View the full adjustment history per product in the stock management view. Each entry shows the adjustment type, quantity change, before/after levels, and source. Entries created by proposals or invoices link back to the originating document.
Bulk updates
Update stock levels for multiple products at once using the bulk update dialog.
Using products in documents
Products serve as the line item catalog for proposals and invoices. When adding a line item:
- Select a product from the catalog
- Name, description, SKU, and price fill automatically
- Adjust quantity and override the price if needed
- Stock is managed automatically when the document is sent or created