Inventory

Inventory is where you catalog what you sell and track how much of it you have on hand. Start here before Sales or Purchases — you can't add a product to an order until it exists in your catalog.

The section has five tabs: Overview, Products, Inventory, Stock Transfers, and Categories.

Step 1: Add your first product

1. Click the Products tab.
2. Click New product (top right).
3. Fill in the form:

• Name — required. What you'll search for when adding it to an order.
• This is a service — tick this for something you sell that has no stock to track (a repair fee, a delivery charge). Leave it unticked for a physical item.
• Category and Unit — optional, but worth setting if you're adding more than a handful of products (see Categories below).
• Buy price and Sell price — your cost and your selling price.
• Minimum stock — set this and khata.tech will flag the product under Low stock on your dashboard once it drops below this number.
• Opening stock — if you already have some of this product on the shelf, enter how many. This is the only place to set a starting stock count for a brand-new product.

4. Click Save.

Repeat for every product you sell. You don't need to add your whole catalog on day one — add a few now, add the rest as you go.

Step 2: Check your stock levels

Click the Inventory tab. This shows current stock per product, and below it, a log of every stock movement — every purchase, sale, and adjustment that touched inventory, most recent first. If a number here looks wrong, this log is where you trace why.

Step 3: Adjust stock by hand

Purchases and sales change stock automatically. For everything else — a damaged-goods write-off, a stock-take correction, or adding stock for a product you forgot to set an opening balance for — use Adjust stock.

1. From the Inventory tab, click Adjust stock (top right).
2. Pick the product you're adjusting.
3. Pick a type — adjustment, damage, or similar, describing why.
4. Pick a direction — in (adding stock) or out (removing it).
5. Enter the quantity and, optionally, a note explaining what happened.
6. Click Record.

Stock updates immediately — no confirmation step, no delay.

One guardrail worth knowing: khata.tech won't let you record an adjustment (or confirm a sale) that would take a product below zero on hand. If you hit that wall, double-check your current stock count on the Inventory tab before assuming something's a bug.

Moving stock between warehouses

If you track more than one location, use Stock Transfers to move stock from one to another without it looking like a sale or a loss.

1. Click the Stock Transfers tab.
2. Click New Transfer (top right).
3. Pick a From Warehouse and a To Warehouse.
4. Pick an item, set the quantity, and click Add — repeat for every item in the transfer.
5. Add optional notes, then click Create Transfer.

Every transfer you create shows up in this tab's list, so it doubles as a history of what moved where and when.

Organizing with categories and units

Click the Categories tab for two things:

• Categories — click New category to add one, then assign products to it from the Products tab. Worth doing once your catalog passes a dozen or so products, to keep the list easy to scan and filter.
• Units — click New unit to define how a product is measured and sold (e.g. pcs, kg, box). khata.tech offers suggestions if you're not sure what to add first. Units show up in the Unit dropdown when adding a product.

What's not here yet

If you're only tracking one location, you can ignore Stock Transfers and Warehouses entirely — everything above works the same either way.