Overview: Inventory and Stock Management

Overview

SimplySwim's Inventory and Stock Management system manages saleable and non-saleable items for inventory control, stock on-hand calculations, stock movement and cost pricing.

Setup and management of Inventory is a simple step-by-step process. Each step has been broken down and linked below. 

These steps can be followed for your initial setup of inventory and stock management, as well as any time new stock / inventory items are added. Not all steps need to be actioned each time (e.g. a supplier or stock category would only need to be configured if they are new).

Step 1: Set up Suppliers

Step 2: Set up Stock Categories

Step 3: Add Inventory Items

Step 4: Add POS Items

Step 5: Link Inventory and POS Items

Step 6: Process the Supplier Invoice.

Note, processing the supplier invoice is an important step - it records the purchase amount and quantities to load your stock numbers and costings, it does not process any supplier payments.

Article Links

Links to each step can be found below:

How To: Configure or Edit Suppliers (Inventory Step 1)

How To: Configure or Edit Stock Categories (Inventory Step 2)

How To: Configure Inventory Items (Inventory Step 3)

How To: Add POS Items for Inventory (Inventory Step 4)

How To: Link POS & Inventory Items (Inventory Step 5)

How To: Process a Supplier Invoice (Inventory Step 6)

Last updated 18 August 2026