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Managing Stock

This guide covers the practical day-to-day operations of managing your inventory quantities, viewing levels, and creating manual movements.

Viewing Current Stock

To see what you currently have on hand:

  1. Navigate to Inventory > Reporting > Stock Quantities.
  2. The list view shows:
    • Product: The item name.
    • Location: Where it is stored.
    • Quantity: Setup physical count.
    • Reserved: Quantity locked for pending orders.
    • Available: Quantity - Reserved.

Tip: Use the Filters to group by Location or Product Category.

Creating a Manual Stock Movement

Sometimes you need to move stock without a Purchase or Sales Order (e.g., correcting an error or internal rearrangement).

  1. Navigate to Inventory > Operations > Moves.
  2. Click Create Stock Move.
  3. Basic Information:
    • Product: Select the item.
    • From Location: Where the item is now.
    • To Location: Where it is going.
    • Quantity: How many to move.
  4. Confirming:
    • Click Save.
    • Click Mark as Done (or Validate) to execute the move immediately.

Adjusting Inventory (Cycle Counts)

To correct the system quantity to match physical reality:

  1. Navigate to Inventory > Operations > Physical Inventory.
  2. Click Create.
  3. Select the Product or Location to count.
  4. Enter the Counted Quantity (Real world count).
  5. The system calculates the Difference.
  6. Click Validate Inventory.
    • Result: The system creates an "Adjustment" move to reconcile the difference.

Managing Lots & Serial Numbers

If your product tracks lots:

  1. Creation: When receiving goods, you will be prompted to enter a Lot Number (or assign one automatically).
  2. Tracing: Go to Inventory > Products > Lots/Serial Numbers.
    • Click a Lot Number to see its history (Traceability Report), showing everywhere it has been.

Configuring Products for Inventory

To ensure a product is tracked:

  1. Go to Inventory > Products > Products.
  2. Open the Product.
  3. In the General Information tab, set Product Type to Storable Product.
  4. (Optional) In the Inventory tab, set:
    • Track Inventory: By Lots or Unique Serial Number.
    • Logistics: Weight and Volume.