Workflow

Inventory, availability and immutable movements

This section covers the live stock list, availability calculation, manual adjustments and append-only movement evidence.

38 connected guidesLive filterPermission-aware instructions
38 guides
Guide

Understand inventory availability

Understand inventory availabilityUse the exact available = on hand − reserved − quarantined − damaged formula.

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Understand on-hand stock

Understand on-hand stockPhysical quantity currently recorded at the location.

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Understand reserved stock

Understand reserved stockQuantity committed to unfulfilled online orders when reservation is enabled.

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Understand in-transit stock

Understand in-transit stockStored quantity that is not currently subtracted by the available formula.

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Understand quarantined stock

Understand quarantined stockQuantity excluded from available stock.

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Understand damaged stock

Understand damaged stockQuantity excluded from available stock.

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Understand reorder level

Understand reorder levelThreshold used by low-stock indicators.

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Understand available stock

Understand available stockComputed quantity used for availability checks.

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Search inventory by location and product

Search inventory by location and productFilter the live inventory list without changing balances.

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Post a manual stock adjustment

Post a manual stock adjustmentChange on-hand stock with a non-zero delta, approved reason and mandatory note.

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Use the opening inventory reason

Use the opening inventory reasonRecord a manual or system stock movement with the opening reason code.

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Use the purchase inventory reason

Use the purchase inventory reasonRecord a manual or system stock movement with the purchase reason code.

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Use the sale inventory reason

Use the sale inventory reasonRecord a manual or system stock movement with the sale reason code.

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Use the return inventory reason

Use the return inventory reasonRecord a manual or system stock movement with the return reason code.

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Use the damage inventory reason

Use the damage inventory reasonRecord a manual or system stock movement with the damage reason code.

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Use the shrinkage inventory reason

Use the shrinkage inventory reasonRecord a manual or system stock movement with the shrinkage reason code.

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Use the count inventory reason

Use the count inventory reasonRecord a manual or system stock movement with the count reason code.

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Use the transfer in inventory reason

Use the transfer in inventory reasonRecord a manual or system stock movement with the transfer_in reason code.

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Use the transfer out inventory reason

Use the transfer out inventory reasonRecord a manual or system stock movement with the transfer_out reason code.

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Use the correction inventory reason

Use the correction inventory reasonRecord a manual or system stock movement with the correction reason code.

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Understand stock movement source types

Understand stock movement source typesTrace adjustments, sales, returns and purchases through source_type and source_id.

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Understand stock movement correlation IDs

Understand stock movement correlation IDsConnect related stock and audit events across one transaction.

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Understand immutable inventory history

Understand immutable inventory historyTreat movement rows as append-only evidence.

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Understand initial stock rows

Understand initial stock rowsKnow how the model creates a zeroed stock row when a tracked product/location pair first needs one.

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Understand stock row locking

Understand stock row lockingKnow that stock updates lock the balance inside a database transaction.

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Understand backorder behaviour

Understand backorder behaviourAllow a tracked product to pass negative-availability checks only when its backorder control is enabled.

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Understand stock handling for non-tracked products

Understand stock handling for non-tracked productsSkip stock balance enforcement for services or products with tracking disabled.

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Understand online stock reservation

Understand online stock reservationIncrease reserved stock when configured online orders are created.

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Understand immediate online stock deduction

Understand immediate online stock deductionDeduct on hand during order creation when reservation is disabled.

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Understand POS stock deduction

Understand POS stock deductionDeduct on hand immediately when a POS sale commits.

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Understand return stock restoration

Understand return stock restorationRelease reserved quantity or restore on hand according to the original order path.

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Understand purchase stock receipts

Understand purchase stock receiptsIncrease on hand and create a purchase movement when goods are received.

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Troubleshoot insufficient stock

Troubleshoot insufficient stockReview available quantity, backorder control, location and concurrent reservations.

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Troubleshoot an invalid stock adjustment

Troubleshoot an invalid stock adjustmentUse a non-zero delta, approved reason and required note.

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Troubleshoot a product that cannot be adjusted

Troubleshoot a product that cannot be adjustedConfirm it is active, stock-tracked and belongs to the tenant.

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Troubleshoot a stock transaction failure

Troubleshoot a stock transaction failureRetain the pre-transaction balance and inspect the exact validation/audit outcome.

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Understand inventory screen limitations

Understand inventory screen limitationsKnow that version 1.0.0 does not expose direct editors for reserved, in transit, quarantined, damaged or reorder values.

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Run an inventory reconciliation checklist

Run an inventory reconciliation checklistCompare balances, movement history, open reservations, purchases, sales and returns by location.

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