Documentation

Stock Overview

Stock Overview

Stock Overview is the live picture of what you are holding: how much of each product is on the shelf, what it is worth, and when it last moved.

Go to Settings → Inventory → Stock (/settings/inventory/stock).

Stock Overview showing counters for total products, stock value and stock status, a product search, and a stock levels table with current stock, alert level, average unit cost, stock value and last activity

Summary counters

CounterWhat it shows
Total ProductsLines in the branch catalogue
Total Stock ValueCurrent stock × average unit cost, across everything
Normal StockLines comfortably above their alert level
Low StockLines at or below their alert level
Out of StockLines at zero
Negative StockLines below zero — a sign that movements need reconciling

Stock Levels table

ColumnWhat it shows
ProductName, image and SKU
Current StockUnits on hand, colour-coded by status
Alert LevelThe threshold that flags a line as low stock
Avg. Unit CostWeighted average of what you paid
Stock ValueCurrent stock × average unit cost
Last ActivityThe most recent movement, with its date
ActionsOpen the product, or jump to its movement history

Search by name or SKU to narrow the list, and use Columns to hide what you don't need.

The buttons across the top

ButtonOpens
TransactionsThe full inventory transaction ledger, with a CSV export
ReservationsStock reserved against open jobs, with release and fulfil actions
BatchesBatch and expiry tracking for serialized stock
Stock AdjustmentA manual correction — see Stock Adjustments

Inventory transactions ledger showing each movement with its type, quantity, reference and date

Stock analytics

Settings → Inventory → Stock Analytics charts stock movement and valuation over time, so you can see what is turning over and what is sitting still.

Stock analytics showing movement trends and inventory valuation over the selected period

Getting stock in

RouteUse it for
Purchase OrdersBuying from a supplier — receiving the PO adds the stock
Stock TransfersMoving stock between your own branches
Stock AdjustmentsCorrections, damage, loss and opening balances
Inventory ReturnsSending faulty stock back to the supplier

Stock also moves on its own when parts are used on a job or sold through the POS.