Introducing 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.
Inventory overview
Bring the stock picture
into focus.
Start with inventory value, warehouse context, and the available stock transactions and reports.
Move from the overview to the relevant stock record.
Know which location the balance belongs to.
Review 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.
Use the same item through receiving, movement, and reporting.
Review supported stock and transaction units.
Item 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.
Keep each warehouse’s purpose clear.
Use the intended company and account setup.
Filter 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.
Document what is needed and where.
Continue through the configured procurement flow.
Use 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.
Keep the recorded quantities with the receiving transaction.
Use the location where the stock is received.
Follow 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.
Choose the transaction that matches the business event.
Keep warehouse direction clear.
Review 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.
Maintain supported ingredient quantities and units.
The transaction and recipe settings govern the resulting movement.
Use 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.
Record the count in the intended warehouse and date context.
Review the resulting difference before submission.
Keep 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.
See how each eligible transaction changes the balance.
Review rates and balance value in context.
Use 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.
Match the warehouse and item to the question.
A report period matters when comparing balances.
Use 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.
Read the current valuation context rather than assuming the selling price is the cost.
Stock transactions feed the configured accounting treatment.
Connect 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.
Use the report’s dates and filters.
Follow the eligible remaining stock and its recorded age.
Connect 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.
Review the report’s actual, ordered, requested, and reserved quantity columns as available.
Use the result alongside recorded requests and receipts.
A 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.
See Stock in your business.
Discuss the workflow and setup that fit your team.