What it covers
- Items and stock levels
- Warehouses
- Stock movements
- Reorder levels
Questions to ask
Once it’s installed, these appear as suggestions on the Fintra chat screen.
- Which items are low on stock?
- Show stock levels by warehouse
What Fintra can do
- Know before you run out
- See which items are below their reorder level, in one answer.“Which items are low on stock?”
- Every warehouse at once
- Compare stock across locations without opening a report.“Show stock levels by warehouse”
- Same books, same numbers
- Inventory lives in Balnzed next to your sales and purchases, so answers match your records.
Add Inventory
It takes about a minute. You can also ask Fintra, and it will offer to install the module in the chat.
- 1
Open Modules
In Fintra, go to Settings and choose Modules. You’ll see every module and whether it’s installed.
FintraSettingsModules - 2
Install the module
Choose Install on the module you want. It takes about a minute, and you can keep working while it sets up.
Only an owner or admin can install. Anyone else sees “Ask your workspace admin”.
- 3
Ask Fintra about it
Modules marked Chat ready work with Fintra straight away. Suggested questions for the module appear on the chat screen.
Good to know
- Answers come from your Balnzed inventory records.
- Any change Fintra prepares, such as a new item, is a draft until you approve it.
Stuck on a step?
Our team will walk you through it.