Working with stock

Inventory lives under Stock, in four groups: Warehousing, Operations, Counts & Periods, and Tracking & Analytics. The documents that move stock between branches sit separately under Stock Transactions.

Which document for which job

You need to	Use
Send stock to another branch	Moving stock between branches
Record that stock was damaged, expired or consumed	Good issues
Correct one item’s quantity	Stock adjustments
Turn one item into another — repack, re-label	Re-assignments
Add freight or duty to what goods cost you	Landed costs
Count the shop and correct everything	Stock counts
Stop stock being sold without removing it	Conditions and reservations
Find out why a number changed	Tracking stock movements
Know what to buy	Reordering and replenishment

The quantity that matters

The number on the shelf is not the number the till can sell. What it can sell is:

available stock − reservations − committed backorders

Stock can be present but unsellable because it is in a damaged or quarantine condition, because it is reserved for a layaway, or because it is in transit between branches. No single screen shows all of these together, so a puzzling shortage usually means checking two or three.

Three things that surprise people

1. Reorder levels are not on the product. They live on a separate reorder policy, per item per branch. See Reordering.
2. A dispatched transfer is nobody’s stock until the receiving branch posts a receipt, and receiving is manual unless you switch on automatic receiving.
3. A posted stock count cannot be undone, and neither can a posted good issue — the correction is another document, not a reversal.

Plans

	Plan
Stock adjustments, inventory flows	All plans
Transfers, requests, receipts, good issues, counts, reservations, warranty claims	Growth
Conditions, consignment, balances, batches, serials, reordering, replenishment	Professional
Kit assemblies, landed costs, cycle-count schedules, inventory periods	Enterprise

Not built yet

These appear in the menu but open a placeholder. Several have complete engines behind them that no screen reaches:

Menu item	Behind it
Shelves, Shelf Tree	A full nested shelf and bin model with per-shelf quantities. Unreachable.
Stock Putaway	Nothing.
Stock Postings	A complete engine. Unreachable.
Mobile Stock Count	Nothing separate — the ordinary count screen works on a phone.
Count Posting Batches	Batch posting and the only way to correct a posted count. Unreachable.
Count Reconciliation	Sign-off reporting. Unreachable.
Cycle-Count Schedules	Recurring counts. The automation runs, but nothing can create a schedule for it to run.

Two more screens are real but empty: ABC Classification and Stock Aging have no calculation behind them at all. See Reordering and replenishment.