Setting up Inventory Tracking

How to enable inventory mode, receive stock, set reorder points, and conduct physical audits.

Quick Answer

Go to Settings → C&I → Inventory tracking to enable it. Once on, a new Inventory screen appears in the sidebar and issuances require a source location.

Inventory mode tracks stock on hand at each of your organization's locations — how many of each item variant is physically in each storeroom.

⚠️ Important: Enabling inventory does not affect historical issuance data. It only adds stock enforcement to future issuances — staff will be blocked from issuing items that aren't in stock at the selected location.

Receiving stock

Use the Receive inventory button on the C&I Dashboard or Inventory screen. Select a location, optionally a vendor, then add rows with item, variant, quantity, and unit cost. Each receive is logged permanently with who received it and when.

Reorder points

Set a reorder point on each C&I item (in C&I → Items). When any stock variant at any location drops below that number, it appears in the Low Stock Alerts card on the C&I Dashboard.

Physical audits

Use the Audit button on the Inventory screen to either print a blank count sheet or start a reconcile. The reconcile modal shows current stock for a selected location — enter your counted quantities and DREAM writes adjustments only for rows that changed, each with a permanent audit trail entry.