Stock Levels
View and manage stock levels across warehouses
Stock is tracked per item and per warehouse. Open an item and select the Stock tab, or go to Inventory for the same figures across the whole catalogue.
The four numbers
| Column | Meaning |
|---|---|
| On hand | What is physically in the warehouse |
| Reserved | On-hand stock already allocated to a specific open order |
| Committed | Demand from open orders, whether or not it has been allocated |
| Available | On hand minus reserved - what a new order can still take |
Reserved and committed are easy to confuse. Reserved is stock you are holding; committed is stock somebody is waiting for. Replenishment suggestions are calculated from on hand, not available, because counting reserved stock twice would inflate every suggestion.
Upcoming demand
Under the stock table, the item's Stock tab lists the open orders and purchase orders that will move this item, so you can see what is about to arrive and what is about to leave without going hunting.
What changes stock
| Event | Effect |
|---|---|
| Goods receipt completed | On hand increases, a new batch is created at the receipt's unit cost |
| Fulfilment created | On hand decreases, consuming batches FIFO |
| Stock adjustment | On hand set to an absolute new value |
| Stock count approved | On hand corrected to the counted quantity |
| Order allocated | Moves stock from available to reserved. On hand is unchanged |
Cost
Each stock record carries the unit cost of the batch it belongs to. When stock is consumed the movement snapshots what those particular units cost, which is what makes FIFO valuation and the inventory valuation report work.
Import and export
Actions → Import CSV on the Inventory page sets stock levels in bulk. Export CSV gives you the current figures with the filters you have applied.
Multi-warehouse
Every warehouse holds its own stock, its own costs and its own settings. The Inventory list shows one row per item and warehouse; filter by Warehouse to narrow it down. Your personal default warehouse is set under Settings → Account.