Inventra – Inventory & Purchase Order Management.
Inventra Full Demo
Last Updated: April 7, 2026How to add Products
Last Updated: November 20, 2025How to Add Products to Inventra There are two efficient ways to add products to your inventory: Manual Entry for individual items or Bulk Import for large datasets. Option 1: Manual Entry Use this method to add single products one by one. Navigate to Add Product: Click the Add Product button located in the top-right…
How to add Customers
Last Updated: November 20, 2025How to Add Customers You can build your client database by adding customers individually or importing a list in bulk. Option 1: Manual Entry Use this method to add a single customer profile. Option 2: Bulk Import (CSV) Use this method to upload an existing customer list. Note: The Bulk Import feature is available exclusively…
How to Create and Share an Invoice
Last Updated: November 19, 2025Follow these steps to generate a professional invoice and share it with your customers.
How to Create a Bill
Last Updated: November 20, 2025How to Create a Bill Follow these steps to quickly generate bills for point-of-sale transactions or walk-in customers.
How to Create and Manage Purchase Orders (PO)
Last Updated: November 20, 2025How to Create and Manage Purchase Orders (PO) Use Purchase Orders to replenish your stock and track incoming shipments from vendors. Part 1: Creating a New PO Part 2: Processing the Order Once the PO is generated, follow these steps to complete the lifecycle of the order: Step 1: Confirm the Order Once you have…
Operational & Staff Reports
Last Updated: November 20, 2025User Activity Report: Monitor team performance and security. This report logs key actions taken by your staff, including bills generated and manual inventory updates.
Financials & Billing Reports
Last Updated: November 20, 2025Manage your cash flow, expenses, and tax compliance.
Inventory Management Reports
Last Updated: November 20, 2025Keep track of your stock levels and movement to prevent stockouts or overstocking.
Sales & Profitability Reports
Last Updated: November 20, 2025Analyze your revenue streams and understand what drives your profit.
Getting AI Powered Reorder Suggestions
Last Updated: November 20, 2025How to Use AI Smart Reordering Save time on inventory planning by using AI to analyze your historical order data and generate intelligent reorder suggestions.
AI-Powered Marketing
Last Updated: November 20, 2025How to Use AI-Powered Marketing Leverage built-in AI tools to instantly create promotional brochures and discount offers to share with your customers. Managing AI Credits To use image generation features, you must have a balance of AI Credits. How to Top Up: You can purchase additional AI credits by navigating to Settings > Subscription &…