---
title: "How to view, edit & bulk update inventory in Helcim"
slug: "configure-manage-inventory"
description: "A step-by-step guide to managing your stock in Helcim. Learn how to check stock levels, edit single items, and perform bulk updates via CSV import."
updated: 2026-03-16T16:58:21Z
published: 2026-03-16T16:58:21Z
canonical: "learn.helcim.com/configure-manage-inventory"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing and updating your inventory

Selling physical goods means keeping track of stock! Accurate inventory management is key to running your business smoothly – preventing overselling and being out-of-stock of popular items.

This guide will show you how to check current stock, make adjustments to individual products, perform bulk updates, and view your inventory history.

---

**In this article**

- [Checking inventory levels](/v1/docs/configure-manage-inventory#checking-inventory-levels)
- [Editing inventory for a single product](/v1/docs/configure-manage-inventory#editing-inventory-for-a-single-product)
- [Updating inventory in bulk](/v1/docs/configure-manage-inventory#updating-inventory-in-bulk)
- [Viewing the inventory log](/v1/docs/configure-manage-inventory#viewing-the-inventory-log)
- [Next steps](/v1/docs/configure-manage-inventory#next-steps)
- [FAQs](/v1/docs/configure-manage-inventory#faqs)

---

## 

## Checking inventory levels

---

You can quickly see the stock for your items directly from your main product list:

1. Navigate to **Products & Services** (via the [All Tools menu](https://learn.helcim.com/docs/a-tour-of-the-helcim-dashboard#the-“all-tools”-menu)).
2. On the main **Products** page, you will see a list of your products.
3. Locate the **Stock** column. This column displays the current inventory on hand for each product.

![Checking your inventory levels at a glance on the Helcim products page](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/check-stock-at-glance.png)

## Editing inventory for a single product

---

Use this method when you're updating the count for one specific product or its variants.

1. From the main **Products** list, click on the ![the edit icon](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/edit.png) icon for the product you want to update.
2. On edit page that opens, scroll down to **Inventory**.
3. Enter the new stock level in the **Stock units** field.
4. If you want to adjust your **Low stock threshold** to receive an alert once you hit a certain stock number, you can do so here.
5. Once you’re finished, click **Save** in the top-right corner.

![Highlighting the inventory field for a product where you can update stock](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/adjust-product-inventory.png)

---

### For products with variants

If you’ve [created variants for your product](/v1/docs/create-variants-add-ons), then you have the choice to track inventory either at the **variant level** or at the **product level**.

You can use the **Inventory tracking** dropdown to state your preference.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/inventory-tracking-setting.png)

If you’ve selected **Track at variant level**, then you’ll adjust stock levels for each variant individually, rather than for a product as a whole.

1. Scroll down to the **Variants** section of the product’s edit page.
2. Enter the new stock level in the **Stock** field for each variant.
3. Once you’re finished, Click **Save** to apply the changes.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/sparkle.png) | If the **Stock** fields for your variants are greyed out, that likely means you’re still tracking inventory at a product level. Change this to the variant level to make these fields editable. |
| --- | --- |

![Adjusting stock levels for specific variants](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/inventory-adjustments-variants.png)

## Updating inventory in bulk

---

When you need to update stock counts for many products at once (like after a big delivery or a full stock take), the bulk import tool is your best friend. This process uses a CSV file to update stock quantities for your existing products.

---

### Step 1: Export your current inventory

First, you'll download a file of your existing inventory levels.

1. Navigate to **Products & Services** (via [All Tools](https://learn.helcim.com/docs/a-tour-of-the-helcim-dashboard#the-“all-tools”-menu)).
2. Click the **Import/Export** button and select **Inventory Export**.
3. Choose **CSV File** as the export type.
4. Select a date range for the inventory report.
5. Ensure your correct email is entered and click **Export**. A CSV file will be emailed to you.

![How to export inventory in the products & services tool with Helcim](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/inventory-export.png)

---

### Step 2: Prepare your inventory update file

Next, you'll edit the file to tell the system what to change.

1. Open the emailed CSV file in a spreadsheet program (like Excel or Google Sheets).
2. Find the column named **Stock Change**. This is the only column you need to edit.
3. For each item you want to update, enter the quantity you are adding (e.g., 10) or subtracting (e.g. -5).
4. If an item's stock hasn't changed, leave the **Stock Change** cell blank or enter 0.
5. Save the edited file, making sure to keep it in CSV format.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/danger.png) | Do not edit the column that shows the current stock count directly. The system uses the **Stock Change** column to calculate the new total. |
| --- | --- |

---

### Step 3: Import your updated file

Finally, you'll upload your prepared file back into Helcim.

1. Return to the **Products & Services** page and click **Import/Export**.
2. Select **Inventory Import**.
3. Choose **CSV File** as the import type.
4. Drag and drop your edited CSV file into the upload area, or browse to select it from your computer.
5. Review the preview screen carefully to ensure the changes are correct.
6. Click **Import** to confirm and complete the update. Your inventory levels will now be adjusted.

## Viewing the inventory log

---

To see a detailed history of all stock changes for a specific product (sales, manual adjustments, receiving):

1. Click on a product’s name from the **Products** list.
2. This will open a drawer for the product from the right-hand side.
3. Select **Inventory Log**. This will display a chronological record of inventory movements.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/accessing-inventory-log.png)

## Next steps

---

- Learn how to [configure your inventory settings](/v1/docs/configuring-inventory-settings).
- Learn how to [enable tracking for a specific item](/v1/docs/add-edit-products#use-advanced-options) during product creation.
- Adding brand new products in bulk? Use the [import products tool](/v1/docs/import-products-services) instead.

---

### FAQs

**Does inventory tracking work for services?**

No, the inventory tracking features (stock counts, low-stock alerts) are designed for goods only.

**How often should I update inventory levels?**

This depends on your business. Besides automatic deductions from sales (if enabled), you should update counts whenever you receive new stock. Many businesses also perform regular physical counts (cycle counts or full stock takes) and use the Inventory Import tool to reconcile their Helcim counts with reality.

**My inventory import failed. What went wrong?**

Ensure you only edited the 'Stock Change' column in the exported file and saved it as a CSV. Importing a file with changes in other columns or the wrong format can cause errors. Also, ensure the SKUs in the file match existing products in your account.

**What's the difference between the two 'Inventory Management' links?**

The **Inventory Management** link on the main **Products & Services** side menu takes you to a list of low inventory items. The **Inventory Management** link on an individual product's page menu allows you to adjust the stock and view the log for that specific product.