Tracking stock movements

Two screens answer two different questions. Inventory Flows answers “why did this change?”. Inventory Balances answers “what was it worth on that date?”.

How to find out why a stock number changed

Set the branch in the top bar. The screen has no location filter — it shows whatever the top bar is set to.
Go to Stock → Tracking & Analytics → Inventory Flows.
Click Filters and set a Start date and End date.
Narrow it with the Type dropdown — Purchase, Adjustment, Movement, Good issue, Return in, Return out, Reassignment, Production output and so on.
Click Apply.

Read a row left to right: Previous is the balance before the movement, Quantity is the balance after, and Document tells you which paperwork caused it.

For a report with a location and category filter and running totals, use Reports → Inventory & Stock Reports → Stock Movement instead.

Inventory Flows

Where: Stock → Tracking & Analytics → Inventory Flows
Plan: All plans
Permission: Inventory → Stock

Every change to on-hand writes a line here — sales, adjustments, counts, receipts, transfers, reservations being consumed. It is append-only and read-only: nothing can be edited away.

Each row shows the date, the document number and description, the item, the quantity before, the movement itself, whether it went in or out, and the type of transaction.

This is the screen for tracing a surprise. Filter by date range and transaction type and you can follow an item’s history document by document.

Two limitations worth knowing:

There is no search box here. You filter by date and type, and read.
It does not show who made the change, or the branch — even though the movement records who did it.

Inventory Balances

Where: Stock → Tracking & Analytics → Inventory Balances
Plan: Professional and above
Permission: Inventory → Stock

A snapshot of quantity and value for each item at each branch on a given date: quantity on hand, reserved, in transit, the unit cost and the total value.

Note what is not here: no damaged, quarantine or on-order columns. Those live with conditions and with backorders.

Consignment stock is in neither

Where: Stock → Warehousing → Consignment Agreements
Plan: Professional and above
Permission: Inventory → Consignment

Consignment is stock your supplier owns that sits on your shelves. It is a separate pool from your own inventory, so it does not appear in Inventory Flows or Inventory Balances at all.

An agreement records the supplier, a validity window, the terms, and how they invoice you — as each item sells, or on a regular cycle. Under it you record the consigned items, each with an agreed unit cost and the quantity you hold.

The Sales tab on an agreement is read-only — it is the record of what has been consumed.

Shelves

Shelves and Shelf Tree appear in the menu but are placeholders. The system does support nested shelves and bins with quantities held per shelf, but there is no screen to set any of it up, so stock cannot be put on a shelf from the app today.

Nothing requires a shelf — receiving, selling and counting all work without one.