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    Stock Inventory

    The Inventory tab serves as your master ledger. It provides a comprehensive, real-time overview of every physical item within your selected facility. From this page, you can monitor stock levels, view financial valuations, track incoming/outgoing unit flows, and drill down into the transaction history of specific items.

    When should you use this?

    • To quickly check if a part is in stock.
    • To identify items that are running low and need reordering.
    • To review the total financial value tied up in your warehouse.
    • To initiate an adjustment, transfer, or count for a specific item.

    Navigating the Inventory Dashboard

    At the top of the Inventory page, you have several global controls:

    • Site Dropdown: Filter your inventory view by a specific physical location or view all sites combined.
    • Item Toggles (All, Products, Materials): Quickly filter the list to show only raw materials or only finished products.
    • Total Value in Stock: Located at the top right, this calculates the total monetary value of all inventory currently displayed. You can use the dropdown next to it to change the display currency.
    • Export/Print Actions: Click these to download a CSV/PDF report of your current inventory list.

    The Inventory Table Columns

    The main table provides a snapshot of each item's status. Many columns feature min/max filter boxes beneath the header, allowing you to search for specific ranges.

    • Rank: The numerical order of the item on the list.
    • Name: The designated name of the item.
    • Manufacturer Part Number: The exact MPN used for sourcing the component.
    • SKU: Your internal Stock Keeping Unit identifier.
    • Stock: The actual physical quantity currently sitting on the shelf.
    • Item Type(s): Indicates if the item is a Product, Material, or both.
    • Category: The grouping classification.
    • Default Supplier: The primary vendor you purchase this item from.
    • Ave. Unit Cost: The rolling average financial cost to acquire or build one unit.
    • Value in Stock: The total financial value of the current on-hand stock.
    • Expected: Units that are currently incoming.
    • Committed: Units that are physically on the shelf but reserved for an open Sales Order or Manufacturing Order.
    • Reorder Quantity: The minimum stock threshold. If stock dips below this, it triggers a reorder alert.
    Notes
    • The 'Total Value in Stock' at the top right calculates dynamically based on the items currently visible. If you filter the list to only show 'Materials,' the total value will adjust to reflect only your raw materials.
    • The numbers in the 'Expected' and 'Committed' columns are directly driven by open Purchase Orders (Buy module), Sales Orders (Sell module), and Manufacturing Orders (Make module).
    • Exports Match Filters: When you click the Export or Print icons, the generated CSV or PDF report will only include the rows that match your currently applied filters.
    Best Practices
    • Use the Min/Max filter boxes under the Excess/Missing column. Entering a maximum of -1 will instantly filter your entire inventory down to only the items that have dipped below your safe reorder threshold.
    • Periodically sort the table by the Value in Stock column (highest to lowest). This helps management quickly identify where the most working capital is tied up and prioritize those specific items for physical cycle counts.
    • If you search for an item you know exists but the table is empty, double-check your column filters. A forgotten "Min" value in the Stock column or the wrong "Site" selected from the top dropdown is the most common reason items are hidden from view.
    • Instead of reviewing the whole warehouse at once, use the Category dropdown to review specific groupings.

    Viewing Specific Item Stock

    To view detailed stock information or take action on a specific item, simply click on its row in the inventory table. This opens a detailed slide-out panel with two main tabs: Stock Orders and Item Details.

    Stock Orders Tab

    This is the command center for the individual item's movement.

    • At the top, you get a quick breakdown of Stock (total physical units), Available (units free to use, excluding committed), Expected, Committed, and your Reorder Quantity.
    • A chronological log of every stock movement related to this item, including Transfers, Stock Takes, and Adjustments. You can monitor the Issue Date, Due Date, and current Status (e.g., Complete, In Transit, Cancelled, Overdue).
    • Located at the top right of this tab, an action button allows you to instantly trigger an inventory event specifically for this item. From the dropdown, you can select:
      • Stock Adjustment: To log scrap, damage, or minor discrepancies.
      • Stock Transfer: To move this item to another site.
      • Stock Take: To request a manual cycle count of this specific item.

    Item Details Tab

    This tab provides the financial and management settings for the item's inventory profile. It is divided into three sections: Financial Summary, Stock Management, and general Item Details.

    How to Update the Reorder Quantity

    If you realize your safety stock levels need adjusting (e.g., you are running out of parts too quickly), you can update the threshold directly from this view:

    1. Navigate to the Item Details tab within the item's deep dive panel.
    2. Locate the Stock Management card on the right side.
    3. Click the Edit Icon (a square with a pencil) in the top right corner of the Stock Management card.
    4. Modify the number under Reorder Quantity (e.g., change from 100 to 200).
    5. Save your changes. A green confirmation banner stating 'Changes has been saved' will appear at the top of the screen, and the new Reorder Quantity is immediately applied to your system alerts.

    Notes
    • The 'Available' card is your most critical metric for day-to-day operations. It automatically subtracts your 'Committed' units from your total physical 'Stock' to show what is truly free to use or sell.
    • As soon as you save a new 'Reorder Quantity' using the edit icon, the system instantly recalculates the 'Excess/Missing' metric for this item on the main Inventory master list.
    • The 'Average Unit Cost' shown in the Financial Summary is a rolling calculation. It updates automatically based on the pricing data pulled from your recent Purchase Orders (Buy) or Manufacturing Orders (Make).
    Best Practices
    • Before logging a 'Stock Adjustment' for a missing part, quickly scan the transaction history table below the KPI cards. Check if there is an 'In Transit' transfer or an active 'Stock Take' that might explain the missing units.
    • Pay close attention to rows flagged with red 'Overdue' tags. An overdue transfer or incomplete stock take is often the root cause of discrepancies between the system and the physical shelf.
    • When setting your 'Reorder Quantity', heavily consider how long the 'Default Supplier' takes to deliver. For components manufactured and shipped from overseas, set a much higher reorder quantity to act as a buffer during the wait time.
    • If the 'Average Unit Cost' suddenly looks unusually high or low, it typically indicates a data entry error on a recent Purchase Order (e.g., typing the bulk price instead of the unit price). Catching this here prevents your overall 'Value in Stock' from being artificially inflated.
    • Do not treat the 'Reorder Quantity' as a set-it-and-forget-it number. Edit it proactively ahead of busy seasons to prevent bottlenecks, and lower it during slow periods to free up working capital.

    Related

    • Stock Transfers - move items between sites.
    • Stock Adjustments - log scrap, damage, or discrepancies.
    • Stock Takes - request manual cycle counts.
    • Stock Overview - module landing page.
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