Stock Monitoring
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Stock Monitoring
What the client actually has on hand, and what has run low. Nothing here is stored — every quantity is recomputed from the booked purchases and sales each time you open the page, so it cannot drift out of step with the books.
First
On hand is derived, not counted. It is opening stock, plus everything
purchased, minus everything sold — worked out fresh on every visit. That is why it is always
consistent with the books, and why a surprising number is nearly always a transaction
problem rather than a problem with this page.
Check what is on hand
One row per item: its opening stock, what came in, what went out, and the resulting quantity on hand.
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Set the as-of date to see the position at that point rather than today.
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Use the search box to find a specific item.
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Read the On Hand column for the current quantity.
Act on the low-stock flags
Each item is marked In stock, Low — reorder or Out of stock, judged against the reorder level on the item master.
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Look for the Low — reorder and Out of stock rows.
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If an item you expect to be flagged is not, its reorder level is probably unset — fix it in the Items master.
Note
The same signal appears on the client's Dashboard as a
View Stock banner, so a low-stock item is visible without anyone opening this page.
When the numbers look wrong
Because the figure is derived rather than counted, a surprising quantity almost always points at a missing or miscounted transaction.
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Check the item's opening stock on the Items master first.
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Then check that the purchases and sales for that item were actually booked.
The trade being made
A stored running balance would be faster and would eventually be wrong. Recomputing is the
right trade for an audit product — but it does mean the answer is only ever as good as the
transactions behind it.
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