Workflow: Restocking Inventory
Overview
When your shop receives a new shipment from suppliers, you must record this in Bambu to accurately manage your stock levels, track expenses, and ensure the POS terminal doesn't block sales due to stockouts.
Prerequisites
- A list of physical goods recently delivered.
- Required permissions:
OwnerorInventory Manager.
Step-by-Step Instructions
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Navigate to Inventory Click the Products tab on the sidebar.
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Find the Product Use the search bar to filter for the item you just received. Click on the product row to open the details slider.
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Click "Restock" Inside the product details widget, locate the stock counter and click Restock / Adjust.
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Enter Quantity and Cost
- Quantity Received: The physical number of items added.
- Cost To Business: Enter the amount the business paid for this shipment.
[!IMPORTANT] Entering the correct cost ensures Bambu can accurately calculate your profit margins in the Analytics engine.
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Log Purchase Order (Optional) You can link this restock to a specific Supplier Purchase Order for long-term historical vendor tracking.
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Save Tap the Submit button.
Expected Outcome
- The product's
stockCountinteger increases immediately. - The POS terminal will now allow cashiers to sell the item without "Out of Stock" warnings.
- An Expense is automatically drafted in the background reflecting the money paid to the supplier.
Troubleshooting
- Cannot find the product: You may have received a brand new item. Close the slider and click Add New Product from the main Inventory page instead.
- Negative stock warning: If stock is currently negative (because you allowed negative selling), restocking might only zero out the balance rather than adding to it. Check your initial counts.
Next steps
- Check the Analytics page to see how your new inventory impacts your total stock valuation.