• How to Use the Unsold Inventory Report?

  Inventory that stays unsold for weeks or months locks up your cash and can eventually lead to losses. The Unsold Inventory Report helps you spot this stock, understand how much value is tied up in it, and take timely action before it becomes a bigger problem. With this report, you can: Instantly spot items that have been sitting unsold for weeks or months. Know exactly how much money is tied up in unsold stock. See when an item was last sold to understand how long it has been sittingFeatured

• Batches stock handling for old items

  When enabling batch-wise tracking for items that already have stock, it’s crucial to ensure that the stock count of the first batch matches the current stock count of the item. This is essential to maintain accurate inventory records and prevent data inconsistencies. Example: Let’s say you have an item called "Potato Chips" with a current stock of 320 packs. Up until now, no tracking method has been enabled for this item: ![](https://storage.crisp.chat/users/helpdesk/website/-/Featured

• Bulk Update Inventory: 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: Step 2: Download the Sample CSVFeatured

• Changes in Inventory Create Permission While Creating Documents

  Inventory creation is now controlled independently from document permissions. Previously, users who could create invoices or other business documents could also create new inventory items through those documents, even without Inventory Create permission. What Has Changed? Users without Inventory Create permission can still: Create Invoices and other permitted documents Search for and select existing inventory items while creating documents Enter a new item as a One Time iFeatured

• How to Add and Track Warranty Periods for Serial Numbers?

  When you sell products that are tracked using serial numbers, you may also need to track the warranty provided for each individual unit. Refrens allows you to save a warranty period against serial numbers and automatically calculates the warranty expiry date when the serial is sold. This makes it easier to check whether a particular unit is still under warranty without maintaining a separate spreadsheet. Where Can You Add a Warranty Period? You can add a warranty period wherever new seriaFeatured

• 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 add items to your Inventory?

  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 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 auto-update/auto-adjust 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 > Manage Inventory & Behaviour > Inventory Auto-Update Settings ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/6_11b6Featured

• 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: ⚠️Note: This method is only applicable for items for which Batch-wise tracking is enabled. Also, you can only upload new batches through this method. To update stock for existing batches, do a Bulk Stock Adjustment instead. Step 1: Navigate to the Inventory Dashboard Go to Inventory > under the “Add Item” dropdown, and go to “BulkFeatured

• 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: Step 2: DowFeatured

• How to Bulk Upload Inventory Items/Batches with Custom Fields?

  Note:* This article is only for Bulk Uploading/Updating Inventory Items/Batches with Custom Fields. If you don't have any custom fields, just follow the process given in these articles: How to Bulk Upload Inventory? How to Bulk Adjust Inventory? [How to Bulk Upload Batches?](https://help.refrens.com/en/artFeatured

• 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 Display Batch Details in Invoice Line Items?

  Whether you work with expiry-based products, regulated inventory, or batch-controlled goods, you can display batch-specific details like Batch Code and Expiry Date directly in the invoice line items table. This gives you and your clients complete clarity on which exact Batch is being transacted. Let’s see how: Enabling Batch Details in Line Item Columns While creating an invoice or any other document, go to the Advanced Options section at the bottom of the document creation page: ![Featured

• 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: You have four options: **No trackFeatured

• How to Make Bulk Inventory Adjustments?

  Keeping track of inventory can get complicated, especially if you’re frequently updating stock levels due to returns, damages, stock audits, supplier adjustments, or warehouse transfers. Rather than updating each item one by one, our bulk adjustments feature lets you make large-scale changes in just a few clicks, ensuring your inventory data is always up-to-date. Let’s see how: Before we start, ensure that you have enabled the “Manage Inventory” option from **Business Settings > InventoryFeatured

• 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. (For making stock adjustments in bulk, follow this article>) 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-20250_g6xvjx.png =800xautoFeatured

• 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 stoFeatured

• How to manage Units of Measurement & Conversion?

  Units of Measurement (UOM) help you manage the same item using different units. You can set a Base Unit for your inventory and define Alternate Units along with their conversion values. For example: Suppose you purchase and sell rice in different units - Base Unit: Kilograms (KG) Alternate Unit 1: 1 Bag = 25 KG Alternate Unit 2: 1 Sack = 50 KG Default Purchase Unit: Sack Default Sales Unit: Bag When you purchase 2 sacks, Refrens automatically adds 100 KG to your inventory. WheFeatured

• 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 Show SKU ID in Accounting Documents?

  On Refrens, you can easily configure your invoices, purchase orders, and other documents to include SKU IDs alongside your items — keeping your records organized and aligned with your inventory system. Below are the steps on how to show SKU IDs in an accounting document. Go to the Edit mode of the given Accounting Document Scroll down to the bottom section and enable the "Show SKU ID in Document" option Save the Document. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/Featured

• 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-4cb513_1ef7kFeatured

• How to Update GST Rates in Bulk as per New Slabs? (Effective 22 September 2025)

  With the GST reform effective from 22 September 2025, India’s GST structure has been simplified from four main slabs (5%, 12%, 18%, 28%) to just two primary slabs: 5% and 18%, plus a special 40% slab for luxury and sin goods. This change aims to make compliance easier for businesses and reduce confusion for consumers Refrens provides a straightforward way to update your inventory and stay compliant with these new GST rates. Step 1: Check the New GST Slabs for Your ItemsFeatured

• How to Update Inventory Through Credit and Debit Notes?

  Credit Notes and Debit Notes may be created either because goods are physically returned or because only the invoice value needs to be corrected. Refrens lets you decide, for each item, whether creating a Credit Note or Debit Note should also update its stock. This helps you keep inventory accurate without affecting documents that are created only for discounts, rate differences, tax corrections, or other accounting adjustments. When Should You Update Inventory? Update inventory onlFeatured

• How to Use Strict Inventory Control?

  Strict Inventory Control helps you maintain accurate stock by restricting transactions when an item does not have enough available stock. Once enabled, Refrens will not allow users to create invoices, delivery challans, stock adjustments, or other stock-reducing transactions if the selected item’s stock goes below zero. This is useful for businesses that do not want their team to oversell items or create sales documents for products that are not available in stock. What is Strict InventoryFeatured

• 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 > “ReportFeatured

• 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 do Serial-wise Inventory tracking?

  Whether you’re managing high-value items or need precise, unit-level traceability and control, Serial-wise Tracking helps you monitor every individual item with complete accuracy and confidence. With serial tracking, you can track which serials are available, sold, reserved, or returned from customers. Let's see how: Creating Serials While adding new items, you will see an option called “Tracking Method” under the “Stock Management” section: ![](https://storage.crisp.chat/users/Few readers