Stock & traceability

The Stock list

Stock is separate from the Items catalog — it's where live inventory levels live. For each item it shows:

• In stock — total quantity on hand (at the selected warehouse, if one is chosen).
• Committed — quantity already reserved against open sales or manufacturing orders.
• Available — in stock minus committed; what's actually free to sell or use. Shown in red if it goes negative.
• Reorder point — the level at or below which the item is flagged low.
• Safety stock — a minimum buffer; stock is also flagged low if it drops under this.
• Value in stock — in-stock quantity × average cost.

A row highlights and gets a Low Stock badge once it crosses either the reorder point or the safety stock threshold. If you have more than one warehouse, filter the whole list down to just one from the location dropdown above the table.

Adjusting stock

Click Adjust on any row (or open the item from Items) to go to its Stock page, where you can log a quantity change — positive or negative — with a reason (cycle count, damage, opening balance, etc). This is also where you set an item's reorder point and safety stock.

Batch/lot traceability

Every receipt (from a purchase order), production run, or restock is tracked by lot — included in the base plan, not an add-on. A lot is identified by variant, warehouse, and lot number, and records how much of that specific lot is currently on hand.

• Lot numbers can be typed in manually when receiving a purchase order, or auto-generated if left blank (e.g. LOT-20260918-A1B2C3).
• Stock leaving a warehouse draws down from the oldest lot first (FIFO), so lot quantities stay accurate as stock moves.
• An item's Stock page shows Lots in stock — every lot currently on hand for that item, newest receipt first, with its quantity and source (purchase order, manufacturing order, adjustment, or return).

Lot tracking is a breakdown underneath the main stock number, not a replacement for it — qty_in_stock stays the single source of truth for how much you actually have; lots explain which batch it belongs to.

Where stock moves come from

Stock changes from four places: receiving a purchase order, completing a job on the shop floor, shipping a sales order, and manual adjustments made here. Each one keeps the lot ledger consistent with the total.