01What it is
Stock levels shows every active material in every location: physical stock, minimum, storage location and available quantity.
Available is physical stock minus job reservations in the same location. A material is below minimum when it has a minimum set and the available quantity is equal to it or lower.
Every stock change stays in the product's movement history: opening balance, purchase, adjustment, used on job, returned from job, sale and transfer.
- BY LOCATION
- Stock, minimum and storage location separately in every store.
- HONEST AVAILABLE
- Job reservations deducted from physical stock.
- MOVEMENT HISTORY
- Every stock change with its movement type and note.
02What it is for
Order in time
A Low stock level notification when the available quantity drops to the minimum.
Know where it is
A storage location with every stock entry, in every location.
No double use
Material reserved for one job is not available to another.
Stock value
People with access to finance see the stock value at purchase cost.
03Main options
The stock screen is a list with tiles, the stock correction window and the product record with its movement history.
Material, location, stock and available
Tiles: Stock items, Below minimum, and Stock value (with access to finance) or Reserved.
- Columns: product, category, location with storage location, physical stock with minimum, available, price in the job
- Filters: warehouse, category and group, whole warehouse or below minimum only
- Search by name, brand and variant, CSV export
Stock, minimum and storage location
The correction window from the row menu or the product record.
- Location, stock level, minimum stock, storage location
- Movement note
- The difference is saved as an Adjustment, the first stock in a location as an Opening balance
Everything about one material
An in stock, at minimum stock or out of stock badge and the Stock by location table.
- Physical stock, reserved and available in every location
- Stock movement: date, type, location, quantity, job, note
- Stock movement over 12 months on a chart
04Tasks step by step
- STEP 1Open Modules › Materials › Stock levels and add the product if it is not there yet. The product form does not change stock.
- STEP 2On the product choose Correct stock, pick the location and enter the quantity.
- STEP 3The first entry in a location is saved as the opening balance.
- STEP 1Choose Correct stock on the product.
- STEP 2Enter the minimum stock and storage location for that location, then save.
- STEP 3When the available quantity drops to the minimum, a notification arrives and the product shows in the Below minimum only filter.
- STEP 1Changing an order to In stock records the received date but does not change warehouse stock.
- STEP 2To put the material on the shelf, use Correct stock and enter the new quantity in the location with a note about the delivery.
- STEP 1Set the Below minimum only filter and pick the warehouse.
- STEP 2Export the list to CSV or create a requirement.
05Actions
The most common tasks around stock.
Add a product
A new item in the stock catalogue.
Correct stock
Stock, minimum and storage location in a location.
Product record
Stock by location, movements and use.
Below minimum
Materials to reorder.
CSV export
Stock from the current filter in one file.
06What it connects to
Choose a module to see how it changes or uses stock.
Material reservations
Job reservations lower the available quantity, not physical stock.
Go to the topicMaterial reservationsStock documents
Goods issues and transfers change stock once settled.
Go to the topicStock documentsMarkers on plans
Material issued on a marker leaves the project base store.
Go to the topicMarkers on plansStock rotation
Rotation is worked out from movements and stock.
Go to the topicStock rotation