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Managing Stock Levels
Managing Stock Levels

How to manage your stock levels and get stock reports in the Lopay app.

Harry Alnaimi avatar
Written by Harry Alnaimi
Updated over a week ago

Stock management is simple and easy in Lopay, and it can make all the difference in the success of your business. In this article, you'll learn how to check and update your stock levels and view stock reports for your products.

Setting Your Stock Levels

  1. To set your stock levels in Lopay, head to the section titled 'shop' at the bottom of the screen.

2. Once you are in the shop, you will see a list of your products. To add stock levels to a particular product, please select the three line icon in the top right-hand corner.

3. Please select the product you wish to update stock levels for from the list of products you have added to your shop.

4. Here you are able to edit the product's description, price, image and more. To add stock, please scroll down to the section titled 'Sales information' and see the box titled 'Stock'

5. Select 'enter' under stock and use the keypad to add the number of that product you have in stock. Once you are happy with the number please select 'save'

6. This will take you back to your product menu, and you will now see the product with the amount in stock. You can repeat this process to change the stock levels for your other products.

Viewing Stock Level Reports

  1. Select ‘My reports’ on your app home page or the 'Activity' screen

  2. Select Reporting > Point of sale

  3. Use any filters required and click into the relevant period

  4. Click Product report to view a summary of your current stock levels

  5. Alternatively, click Download sales report to view a PDF which includes your current stock levels

Out of stock - You have no more of those products available

Near depletion - You have nearly run out of these product

Other products - Products with good stock levels

No stock applied - Products without a stock level added

If you need help adding a product to your shop, please see here

For any further questions or help, please email us at [email protected].

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