How to Update Inventory

Navigate to Inventory

1.Select Account from the left menu.
2. Select Inventory near the bottom of the Account page.

Select an Inventory Item

Select the item that was purchased. e.g. the Tracker personal progression badge.
NOTE: In this case, the badge has an exclamation point beside it because the inventory in stock is projected to fall below a set minimum.

Update Stock Level

1. Select the Current edit box and type in the new value. e.g. if 2 were in stock, and 4 more were purchased, type in 6 as the new stock level.
2. OPTIONAL: Select the Preferred Minimum Inventory edit box and type in a new value. This affects the level at which the exclamation mark will appear, and when the item will appear in the Shopping List (found under Reports). Having a minimum inventory level greater than 0 can help provide a warning that a purchase may be needed soon, if it isn't required immediately. Maintaining stock above 0 reduces the number of shopping trips.
3. Select Save.

See Results

NOTE: the exclamation mark has disappeared because the new stock level of 6 is greater than the preferred minimum inventory level of 5.

Next Steps in the badge cycle: See How to Check Who is Ready-to-Demonstrate a Competency