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Desktop

Dashboard

Menu Dashboard (`/dashboard`). Complete Onboarding banner when pending; finance cards To Collect / To Pay / Bank / Cash; Sales Trend, Profit Trend, Stock Status, Monthly Comparison; stock stats; Latest Invoice Transactions; To Do List; AI Insights (subscribed plans). Click cards to jump related modules.

Inventory

Stock In, Low Stock & Out of Stock

Three inventory KPI cards count healthy stock, items below your threshold, and items at zero — Low Stock follows the Low Stock Balance you set on each item.

Inventory KPI cards

  • Stock In — count of items that are in healthy stock
  • Low Stock — count of items at or below the low-stock threshold you configured
  • Out of Stock — count of items with no remaining quantity
  • Each card can show a change indicator (up/down) versus the previous period from the API
  • Use these cards as a daily inventory health check before you create sales invoices

Product screenshot coming soon

Stock In, Low Stock, and Out of Stock keep inventory risk visible without opening the Items list.

Configure Low Stock on the item page

  1. 1Open Items → create or edit an item
  2. 2Go to the stock section on the item form
  3. 3Set Low Stock Balance (activate low-stock tracking if shown)
  4. 4Save the item — Billoxy stores this as the item’s minimum level
  5. 5When quantity falls to that level or below, the item contributes to the Dashboard Low Stock count

Why this matters

Per-item rules

A slow-moving spare and a fast-selling SKU can each have their own Low Stock Balance.

!

Early warning

Low Stock rises before you hit zero — reorder before Out of Stock grows.

0

Out of Stock

Zero-qty items are counted separately so you can prioritise restock or hide them from sales.

Tip

After changing Low Stock Balance on several items, refresh the Dashboard — KPI counts recalculate from current quantities vs each item’s configured minimum.

Frequently asked

Where is Low Stock Balance set?+

On the item page stock settings: Low Stock Balance (web). On mobile, activate Low Stock Track and enter Low Stock Balance under item stock details.

Is the threshold global for all items?+

No — it is per item. Dashboard Low Stock is the count of items currently at or below their own configured level.

Does mobile show all three cards?+

Mobile Inventory typically highlights Stock In and Low Stock; Out of Stock is available in the full web Dashboard KPI row.

Related features

Ready to try Stock In, Low Stock & Out of Stock?

Jump into Billoxy and see it in action on your own data.

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