Stock journal
The Inventory tab shows the stock a document moved: which items went in, which went out, how many, and what they were worth. It is read-only. In the Workspace it is called Inventory Transaction.
Video coming soon: Read the Inventory tabWhat it shows
The top card reads Inventory Transactions, with the number of items and the document type. Chips show the total In and Out quantity, and the location.
The table has these columns:
| Column | Meaning |
|---|---|
| Item | The item name, its unit cost, and a small tag for the costing method (FIFO, LIFO, FEFO, WAC or Specific ID). |
| Condition | Good, Damaged, Expired, Defective, QC Pending, QC Rejected, Refurbished or Used. |
| Qty In and Qty Out | Quantity received or issued. |
| Value | The value of the movement. |
| Movement | Inward, Outward or Mixed. A stock transfer or conversion can be both. |
A Total row sits at the bottom. If the document was edited, only the current entries are shown.
Click an item with a chevron to open its Batch and Serial details: batch number, supplier batch, and the serial numbers. Items rejected at quality inspection show a Re-tagged by link to the inspection that moved them.
Documents that send stock out also show Consumption Details: for each item, the Source Document it came from, Qty Used, Unit Cost and Total Cost.
An invoice booked ahead of its stock shows a blue note, "N line(s) still to settle", and lists each stock settlement with a link to it.
Which documents have it
- Sales: sales invoice, delivery challan, sales return
- Purchase: purchase bill, goods receipt note, purchase return
- Stock: stock adjustment, stock transfer, stock conversion, stock settlement
- Production: job order, material issue, material receipt, job card
Documents that never touch stock, such as quotations, orders and payments, have no Inventory tab.
When the tab is empty
| You see | It means |
|---|---|
| No inventory transactions | Nothing has moved yet: a draft, or waiting for approval. |
| This document has been voided | The movement was reversed. The reason and date are shown. |
| No stock movement. Dated before go-live; it moves no stock here. | An old document from before your go-live date. |
On mobile
The Inventory tab on a document in the Workspace list, for the same documents. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Permissions
| To see the tab | The role needs |
|---|---|
| The document | View on that document |
| The movements | View on Stock Movements |
There is no Add/Edit level for this tab. Without Stock Movements the tab is not shown. See Role permissions.
Problems and fixes
The Inventory tab is missing
Your role needs Stock Movements at View. The document must also be one that moves stock.
Quantities differ from what I typed
The tab shows the current movement after any edit. Superseded entries are hidden. Open Activity and history to see the edits.