• How to do Batch-wise Inventory tracking?

  Whether you're dealing with items that have limited shelf life or if you need better traceability and control over your stock, Batch-wise Tracking helps you do it with ease. Let's see how: Creating Batches While adding new items, you will see an option called “Tracking Method” under the “Stock Management” section: (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/a3szqnja8vhkvj9b7xiknpukect1g21cyt6wj.png =600x327) You have four options: No trackFeatured

• How to add inventory items individually?

  There are three ways to add inventory items on Refrens: Adding items individually Adding package items Adding items in bulk via bulk upload In this article, we will learn how to add items individually, Firstly, go to the Inventory Dashboard and click on “Add Item.”: (https://storage.crisp.chat/users/helpFeatured

• How to Bulk Upload Inventory Items?

  If you want to migrate your inventory data to Refrens from any platform, OR if you want to add multiple inventory items at once, you can do that easily with our “Bulk Upload” feature. Let’s see how! Step 1: Navigate to the Inventory Dashboard Go to Inventory  under the “Add Item” dropdown, and go to “Bulk Upload Inventory” as shown below: (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-wwwrefrenscom-202501h1o6f2.png =800x287) Step 2: DowFeatured

• Managing Products, Services, and One Time Items in Inventory and Invoices

  If your business sells both products and services, it’s important to label each item correctly—either as a Product or a Service. This ensures that only products are tracked in your inventory through automated stock management. Additionally, some items may only be billed once on a specific invoice and won’t be needed again. On Refrens, these are known and treated as "One Time" Items. Meaning, if you mark an item as a "One Time" item while creating a document, that item will not show up in the suFeatured

• How to Manage Stock Across Multiple Locations with Warehouses?

  Managing inventory across multiple locations can be challenging, but our Warehouse feature simplifies the process. With warehouses, you can easily track and manage stock across various locations, update inventory levels at specific warehouses when creating invoices or purchase documents, monitor stock at each location, and much more. Here’s how you can set up, use, and manage warehouses on Refrens: 1) Enabling Warehouses To start managing stock with warehouses, you need to enable the featuFeatured

• How to add package items separately as individual items in 1-click

  If you are a business selling items as a bundle/package, OR if you have a list of items that you frequently sell together, It is tedious to add all the items one by one every time you create a document. Using the "auto-expand package items" feature, you can do that in just 1-click! Let's see how: Step 1: Create a Package Item Go to your inventory and create a package with the items you sell together. Learn how to create package items > (https://refrens.crisp.help/en/article/how-to-addFeatured

• How to track product-wise profitability?

  Here's a step-by-step video guide on how to track product-wise profitability of your inventory items: With our new product-wise P&L reports, you can do that exactly with ease! Just navigate to Accounting Reports Other Reports Product-wise reports to start tracking product-wise profitability! (https://storage.crisp.chat/users/helpdesk/website/f533389d51c64800/a891cc89-f0e2-4b48-a92f-4cb5131ef7kFeatured

• How to adjust/auto-update stock?

  On Refrens, you can automatically manage your stocks as per the invoices/expenses you create. Let's see how! In case you prefer to watch videos, here's a step-by-step guide on how to auto-update/adjust stocks: A. Go to Business Settings Inventory Options. To get started, go to 'Business Settings' from the sidebar and navigate to the 'Inventory Options' section. (https://storage.crisp.chat/usersFeatured

• How to bulk upload packaged items to your inventory?

  If you want to add a large number of packaged items to your inventory, you can do so quickly with the bulk upload feature. Let's see how. Packaged items can only be added if the individual items of the packages are already added to the system. For example, if your package has three items - Item A, Item B, and Item C, you will have to first add all three items to your inventory before proceeding further. So, firstly, ensure that all the items you want to include in your packages are alrFeatured

• How to add and use package items?

  Package items are useful for cases where you are - Selling items in bundles (i.e., cricket kit, tool kit, beauty hampers, etc.) Selling a single item in different packs (i.e., selling mineral bottles in a pack of 12, 24, 36, etc.) Let’s see how you can add package items to your inventory: Creating Package Items Firstly, ensure that all the items you want to add as a package have already been added as individual items in your inventory. (Learn how to add individual items >)Featured

• How to make manual stock adjustments?

  If you want to adjust your incoming and outgoing inventory manually, you can do that with the "Adjust Stock" option. Let’s see how: Firstly, go to your Inventory Dashboard Items table click "Adjust Stock": (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-wwwrefrenscom-20250g6xvjx.png =800xauto) You will see the following page: (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-wwwrefrenscom-20250Featured

• How to bulk upload batches?

  If you want to upload batches for multiple items in bulk, you can do so easily with our " Bulk Upload Batches" option. Let's see how: Step 1: Navigate to the Inventory Dashboard Go to Inventory under the “Add Item” dropdown, and go to “BulkFeatured

• How to edit item details in bulk? (prices, name, description, etc.)

  If you want to make edits (price, name, description, etc.) to your existing inventory items in bulk, you can do so with the “Bulk Update Inventory” Option. Let’s see how, Step 1: Navigate to the Inventory Dashboard Go to Inventory  under the “Add Item” dropdown, and go to “Bulk Update Inventory” as shown below: (https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/screenshot-wwwrefrenscom-2025019ehnq0.png =800x291) Step 2: Download the Sample CSVFeatured

• How to set Reordering and Overstock Points to optimize inventory levels with Stock Statuses?

  Setting up Reordering and Overstock points for each item ensures that you always have the right amount of stock in your inventory - neither less nor more. Reordering Point (ROP) is the specific inventory level at which you can trigger a replenishment order to restock a product. It represents the minimum amount of stock that should be on hand to avoid running out before new inventory arrives. The reordering point helps balance inventory so that you neither face stockouts nor hold excessive iFeatured

• How to View the Batch-Wise Expiry Report?

  What is a Batch-Wise Expiry Report? The Batch-Wise Expiry Report allows you to efficiently track and manage stock nearing its expiry date. It provides detailed insights at the batch level, helping you identify expiring and expired items within specific time frames. This ensures that you can take timely actions to reduce waste and maintain optimal inventory levels. To view your batch-wise expiry report, go to Inventory Dashboard “Reports and More” dropdown Batch-wise Expiry ReportFeatured