Stock Management
Overview
Stock Management provides tools for adjusting inventory levels, transferring stock between warehouses, and monitoring stock alerts. It ensures your inventory records accurately reflect your physical stock.
Stock Adjustments
Overview
Manually adjust stock levels when physical counts differ from system records, or when stock is damaged, lost, or received outside of purchase orders.
Quick Action Cards
Three quick action options are available:
| Action | Icon | Description |
|---|---|---|
| Add Stock | Plus | Increase inventory quantity |
| Remove Stock | Minus | Decrease inventory quantity |
| Set Stock | Equals | Set an exact inventory count |
Creating an Adjustment
- Click New Adjustment or one of the quick action cards.
- Complete the adjustment form.
Form Fields
| Field | Required | Description |
|---|---|---|
| Product Search | Yes | Search by name, SKU, or barcode (live search with autocomplete) |
| Warehouse | Yes | Select the warehouse to adjust |
| Current Stock | Read-only | Displays the current quantity |
| Adjustment Type | Yes | Add, Subtract, or Set (toggle buttons) |
| Quantity | Yes | Amount to adjust (minimum: 0) |
| Projected Stock | Read-only | Shows what the new stock level will be |
| Reason / Notes | No | Explanation for the adjustment (max 500 characters) |
- Click Save to apply the adjustment.
Note: Stock adjustments automatically record a General Ledger entry for cost adjustments, ensuring your accounts remain accurate.
Warehouse Transfers
Overview
Move stock from one warehouse to another with full tracking and approval workflows.
Creating a Transfer
- Click New Transfer.
- Complete the transfer form.
Main Form (Left Side)
| Field | Required | Description |
|---|---|---|
| From Warehouse | Yes | Source warehouse |
| To Warehouse | Yes | Destination warehouse |
| Transfer Date | Yes | Date of the transfer |
| Product Search | - | Search for products to transfer (live search, 300ms debounce) |
Transfer Items Table:
| Column | Description |
|---|---|
| Product | Product name |
| Quantity | Number of units to transfer (editable) |
| Delete | Remove item from transfer |
| Field | Required | Description |
|---|---|---|
| Notes | No | Transfer notes (max 1,000 characters) |
Summary Card (Right Side)
| Metric | Description |
|---|---|
| Total Items | Number of distinct products |
| Total Quantity | Total units being transferred |
Save Options
| Action | Description |
|---|---|
| Submit for Approval | Creates transfer with Pending status |
| Save as Draft | Saves without submitting |
Transfer Statuses
| Status | Colour | Description |
|---|---|---|
| Draft | Grey | Created but not submitted |
| Pending | Yellow | Awaiting processing |
| In Transit | Blue | Transfer initiated, goods in transit |
| Completed | Green | All goods received at destination |
| Cancelled | Red | Transfer cancelled |
Transfer Workflow
Create → Draft
↓
Submit → Pending
↓
Initiate → In Transit
↓
Complete → Completed (goods received)
Viewing a Transfer
The transfer detail page shows:
Main Content:
- Transfer items table: Product, Quantity, Received Quantity
- During In Transit status: editable received quantity input
- After Completed: received quantity displayed as text
- Notes section
Sidebar:
- Source warehouse (red card)
- Destination warehouse (green card)
- Transfer info: Created By, Created At, Total Items, Total Quantity
Transfer Actions
| Action | Condition | Description |
|---|---|---|
| Initiate Transfer | Status = Draft | Start the transfer (changes to In Transit) |
| Complete Transfer | Status = In Transit | Mark as received (enter received quantities) |
| Cancel | Status = Draft or In Transit | Cancel the transfer |
| Edit | Status = Draft | Modify the transfer |
Stock Alerts
Overview
Stock Alerts automatically notify you when products fall below minimum stock levels or run out of stock entirely.
Alert Statistics
| Card | Colour | Description |
|---|---|---|
| Active | Red | Alerts needing attention |
| Acknowledged | Amber | Alerts that have been seen |
| Resolved | Green | Alerts that have been addressed |
| Low Stock | Amber | Products below minimum level |
| Out of Stock | Red | Products with zero quantity |
| Reorder Point | Blue | Products at reorder threshold |
Alert Types
| Type | Description |
|---|---|
| Low Stock | Product quantity is at or below the minimum stock level |
| Out of Stock | Product quantity has reached zero |
| Reorder Point | Product has reached its reorder threshold |
Managing Alerts
Acknowledge an Alert
Click Acknowledge on an active alert to mark it as seen. Records who acknowledged it and when.
Resolve an Alert
After restocking, click Resolve to close the alert. Records the resolution timestamp.
Acknowledge All
Click the Acknowledge All button at the top to acknowledge all active alerts at once.