Purchasing and movement → inventory control · Stock
Know what you have.
Understand how it moves.
Bring items, warehouses, receipts, transfers, counts, and stock reports together, so availability and inventory value can be investigated from the same records.
See availability
Trace the movement
Connect quantity to value
Inventory overview
Bring the stock picture
into focus.
Start with inventory value, warehouse context, and the available stock transactions and reports.
- A connected starting pointMove from the overview to the relevant stock record.
- Warehouse contextKnow which location the balance belongs to.
- Value and quantityReview both the operational and financial perspective.
Item foundation
Give each item
a dependable identity.
Maintain item codes, units, groups, and the settings that determine how the item participates in stock transactions.
- Consistent identityUse the same item through receiving, movement, and reporting.
- Units that make senseReview supported stock and transaction units.
- Stock behaviorItem settings affect the downstream inventory workflow.
Warehouse structure
Know where it belongs.
Know where it is held.
Use warehouses to keep location-specific inventory connected to the company and the operating workflow.
- A defined locationKeep each warehouse’s purpose clear.
- Company contextUse the intended company and account setup.
- Location-specific reviewFilter balances and movement by the relevant warehouse.
Replenishment requests
Turn a need
into a recorded request.
Use Material Request to record the item, quantity, timing, and purpose that begin the supported replenishment workflow.
- A clear requirementDocument what is needed and where.
- Purchasing connectionContinue through the configured procurement flow.
- Follow the recordUse status and references when reviewing progress.
Receiving stock
Record what arrived.
Keep the supplier connection.
Use Purchase Receipt to connect received quantities, warehouse placement, and supplier references.
- Receipt evidenceKeep the recorded quantities with the receiving transaction.
- Warehouse placementUse the location where the stock is received.
- Purchasing and accountingFollow the related bill and valuation context through the configured process.
Stock movements
Move inventory
with a record behind it.
Use the supported Stock Entry purpose for receipts, issues, transfers, and other configured inventory movements.
- A defined purposeChoose the transaction that matches the business event.
- Source and destinationKeep warehouse direction clear.
- A financial effectReview the valuation and account consequences of the posted movement.
Consumption and recipes
Connect what is served
to what is consumed.
Use the configured recipe and stock workflow to connect restaurant production and selling activity to inventory.
- Ingredient relationshipsMaintain supported ingredient quantities and units.
- Consumption contextThe transaction and recipe settings govern the resulting movement.
- Cost awarenessUse the related valuation context when reviewing the cost of the item.
Physical verification
Count the stock.
Explain the difference.
Use the supported Stock Reconciliation workflow to review physical quantities and their recorded inventory effect.
- A physical observationRecord the count in the intended warehouse and date context.
- A controlled adjustmentReview the resulting difference before submission.
- A retained trailKeep the adjustment linked to its inventory records.
Movement history
Follow the balance
back through its movements.
Use Stock Ledger to read incoming quantity, outgoing quantity, running balance, valuation, and voucher references.
- The quantity trailSee how each eligible transaction changes the balance.
- The value trailReview rates and balance value in context.
- The original recordUse the voucher reference to investigate the movement.
Inventory balances
Answer what is available
in the right location.
Use the supported stock reports with the intended date, item, and warehouse filters before making a replenishment or allocation decision.
- Correct scopeMatch the warehouse and item to the question.
- Correct dateA report period matters when comparing balances.
- Connected investigationUse the movement ledger when a balance needs explanation.
Inventory value
Connect the storeroom
to the financial review.
Inventory quantity and valuation belong in the same conversation. Use the configured stock-accounting flow and financial reports to investigate the recorded effect.
- Cost visibilityRead the current valuation context rather than assuming the selling price is the cost.
- Recorded effectsStock transactions feed the configured accounting treatment.
- One business cycleConnect purchasing, consumption, sales, and financial review.
Stock ageing
Know how long stock
has been sitting.
Use Stock Ageing to review inventory age under the selected company, item, warehouse, and date context.
- Age in contextUse the report’s dates and filters.
- Inventory attentionFollow the eligible remaining stock and its recorded age.
- Investigate the itemConnect the report with the item’s movement history.
Projected stock
See the recorded demand
alongside the supply.
Use Stock Projected Qty to review the quantities that contribute to the projected position under the selected item and warehouse context.
- A wider positionReview the report’s actual, ordered, requested, and reserved quantity columns as available.
- Replenishment contextUse the result alongside recorded requests and receipts.
- No hidden guaranteeA projection depends on the underlying transaction states and selected scope.
CONNECTED WITH FODISTA
A movement you can trace. A balance you can explain.
Connect the item on the shelf to the transaction, the recipe, and the financial value that belongs with it.
Product screens show demonstration data. Available workflows depend on your configuration and permissions.