Stock views

On hand

Stock on hand shows what is on the shelves, by item, storage area, and lot. Choosing a storage area includes the areas inside it.

1. Open Stock, then On hand.
2. Filter by item, Storage area (one location), Expiring before (a date), Quarantine only, and Below reorder level ("Items whose available stock is under their reorder minimum."). Click Clear filters. A banner "Showing lot CODE only." has Show all lots.
3. Read the columns: SKU, name, location (when you view all locations), storage area (with Quarantine), lot, expiry, quantity, and held.
4. Click Start an operation on a row to begin one for that stock. Click Load more for 200 more rows.

The Today cards Below reorder and Expired lots link here. An empty page says "No stock on hand yet: Stock appears here once it is received or loaded as an opening balance."

Custody

Custody lists stock issued to people and units that has not yet come back or been written off.

1. Open Stock, then Custody.
2. Filter by status (open is the default), party, and item.
3. Each party shows "N outstanding". Click Return items to open a return for that party.

An empty page says "Nothing is out on custody".

Part requests

Part requests lists parts that other apps asked this store for, such as a Maintenance work order.

1. Open Stock, then Part requests.
2. Filter by Status: To issue (the default), Issued, Cancelled, or All.
3. Click Issue on a row. It opens the issue form for that request. See Issue stock.

The request updates when the issue posts. The server refuses with messages such as "the part request is issued or cancelled" and "SKU: QTY UNIT still to issue on LABEL".

Ledger

The Ledger lists every posted stock transaction, newest first. Posted transactions are never changed. A correction is a new transaction.

1. Open Stock, then Ledger.
2. Filter by Type, item, storage area, Party, From, and To (both inclusive).
3. Read the columns: number, type, posted at, posted by, approved by, party, lines, and reference. Click Older for the next 50.

A transaction

Click a number. The page shows the number, type, location, who it was received from, the reason, reference, person or unit, when it was posted, who approved it, the count it came from, and a note. The movements table shows each line with SKU, lot, serial, from and to areas, custody record, and quantity. Click Audit for the audit record.

Item and serial history

Open an item for its stock and ledger. Open a serial for its full history.

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