> ## Documentation Index
> Fetch the complete documentation index at: https://krisper.tryx.space/llms.txt
> Use this file to discover all available pages before exploring further.

# Inventory Management

> Track stock levels for every product across your shops, and see how much of it is being used over time.

**Inventory Management** is where you record how much stock of each product you have at each shop, and keep an eye on how quickly it's being used up. It works hand-in-hand with the **Product Catalog** — every product you add there can be stocked here.

<Note>
  You need an active Krisper account, with products already added in **Operations → Product Catalog** and at least one active shop, before you can add inventory. If you don't see **Operations → Inventory Management** in your sidebar, contact your account administrator.
</Note>

The page has two tabs, matching what you'll see in Krisper:

<Tabs>
  <Tab title="Inventory List">
    This is the default tab. It shows every product's stock at every shop, and is where you add new stock or top up existing stock.

    ### Step 1 — Open Inventory Management

    <Steps>
      <Step title="Open Operations → Inventory Management">
        In the left-hand sidebar, click **Operations**, then select **Inventory Management**. This opens the **Inventory List** tab by default, showing every stock record added so far.

        Use the **Product** and **Shop** filters at the top, with **Reset** / **Apply**, to narrow the list down to a specific product or shop.
      </Step>
    </Steps>

    ### Step 2 — Add inventory

    <Steps>
      <Step title="Click + Add Inventory">
        In the top-right corner, click **+ Add Inventory**. A form opens on the right.
      </Step>

      <Step title="Fill in the stock details and save">
        Enter the details below and save the form.
      </Step>
    </Steps>

    | Field        | Required? | What to enter                                                                                                                |
    | ------------ | --------- | ---------------------------------------------------------------------------------------------------------------------------- |
    | **Shop**     | Yes       | Which shop this stock belongs to. Only active shops appear in the list.                                                      |
    | **Product**  | Yes       | Which product from the Product Catalog this stock is for.                                                                    |
    | **Quantity** | Yes       | How many units you're adding, in the product's own unit of measure (e.g. Piece, Kg) — shown automatically next to the field. |
    | **Price**    | No        | The cost per unit of this stock, used later to work out the amount if you record it as a business expense.                   |

    <Tip>
      If you close the Add Inventory form without saving, whatever you'd typed is kept — reopening **+ Add Inventory** restores it, so you don't lose your progress by mistake. Use **Clear Form** if you want to start over instead.
    </Tip>

    ### Step 3 — Record it as an expense (optional)

    <Steps>
      <Step title="Choose whether to log a business expense">
        After saving, Krisper asks **"Do you want to add an expense entry along with creating this inventory?"**

        * Click **Yes** to open a pre-filled expense form (shop, and amount worked out as quantity × price) — save it to log the purchase as a business expense.
        * Click **No** to just save the stock without creating an expense.
      </Step>
    </Steps>

    ### Understanding the Inventory List

    Each row in the list shows how much of a product exists at a shop, and how much of it is left:

    | Column                 | What it shows                                                                |
    | ---------------------- | ---------------------------------------------------------------------------- |
    | **Product**            | Product name and its SKU code                                                |
    | **Shop**               | Shop name and code                                                           |
    | **Price**              | Cost per unit, as entered when the stock was added                           |
    | **Total Quantity**     | All the stock ever added for this product at this shop                       |
    | **Used Quantity**      | How much has been consumed so far — for example, used up during appointments |
    | **Available Quantity** | What's left right now (Total Quantity minus Used Quantity)                   |
    | **Last Modified**      | The date this record was last added to or adjusted                           |

    ### Viewing details and adjusting stock

    Click the eye icon on any row to open **Inventory Details** — basic product info, current stock numbers, and a full history of every stock addition and use for that record.

    * Click **Adjust Stock** to top up the quantity for that same product and shop. The shop and product are locked; you just enter how much more you're adding, and Krisper shows you the running total (current + new = total).
    * Each stock addition in the history can have its own expense logged individually, using the expense icon next to that entry — useful when you top up stock on different days at different costs.

    <Warning>
      Once stock has been used (for example, consumed in an appointment), that usage cannot be undone from this page — the Used Quantity is updated automatically wherever the product is consumed.
    </Warning>
  </Tab>

  <Tab title="Usage Analytics">
    While the Inventory List shows how much stock you have right now, **Usage Analytics** shows how that stock has actually been used over time — how much, how often, and in which appointments — so you can spot fast-moving products and plan restocking ahead of time.

    ### Step 1 — Switch to the Usage Analytics tab

    <Steps>
      <Step title="Click the Usage Analytics tab">
        At the top of the Inventory Management page, click **Usage Analytics**. Use the **Product**, **Shop**, **Start Date**, and **End Date** filters, with **Reset** / **Apply**, to focus on a specific product, shop, or time period.
      </Step>
    </Steps>

    ### Reading the summary cards

    | Card                   | What it means                                                       |
    | ---------------------- | ------------------------------------------------------------------- |
    | **Usage Records**      | How many separate times stock was used, within your current filters |
    | **Quantity Used**      | The total quantity consumed across those usage records              |
    | **Avg. Qty / Usage**   | The average amount used per single usage record                     |
    | **Total Stock**        | The total stock added, across the matching products and shops       |
    | **Available Quantity** | How much of that stock is still left                                |
    | **Utilization Rate**   | The percentage of total stock that has been used so far             |

    ### Usage trend chart

    <Steps>
      <Step title="Pick a time range">
        Use the range dropdown above the chart to switch between **Day**, **Last 3 Months**, **Last 6 Months**, and **Year**. The chart plots both the quantity used and the number of usage events over that period, so you can see whether usage is rising or falling.
      </Step>
    </Steps>

    ### Usage records table

    Below the chart, every individual usage event is listed:

    | Column                 | What it shows                                                                                |
    | ---------------------- | -------------------------------------------------------------------------------------------- |
    | **Product**            | Product name and SKU                                                                         |
    | **Shop**               | Shop name and code                                                                           |
    | **Quantity Used**      | How much stock was consumed in that single event                                             |
    | **Available Quantity** | Stock remaining at the time of that record                                                   |
    | **Appointment Price**  | The price of the appointment that used this stock, if it was consumed during one             |
    | **Notes**              | A short description of the usage, including the appointment reference number when it applies |
  </Tab>
</Tabs>

## Common Scenarios

* **Restocking a shop** — a salon adds 200 pieces of a hair color product to a shop's inventory, and logs the purchase as a business expense in the same step.
* **Seeing what an appointment used** — a customer's hair color appointment consumes stock automatically; Usage Analytics shows exactly which appointment it was, and what that appointment was billed for.
* **Comparing shops** — filtering Usage Analytics by shop and by Last 3 Months to see which shop is going through a product fastest, so more stock can be sent there first.
* **Topping up existing stock** — instead of creating a new record, opening an existing product's details and clicking Adjust Stock to add more of the same product at the same shop, keeping one running total instead of duplicate entries.

## Related pages

<CardGroup cols={2}>
  <Card title="Product Catalog" icon="package" href="/operations/product-catalog">
    Add the products your business uses or sells, and organize them into categories — required before adding inventory for a product.
  </Card>

  <Card title="Operations Overview" icon="grid-2x2" href="/operations/overview">
    See how Inventory Management fits alongside the rest of the Operations module.
  </Card>
</CardGroup>
