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Inventory

Stock operations

Stock records, availability, and the drawer operations: adjust, quarantine and release, cost correction, issue, consume, and return.

How stock is recorded

Stock lives in stock records: one record per item (and variant) per location or container, optionally per lot or serial. Every record carries a quantity, unit, condition, cost, and a confidence indicator that reflects how recently the record was verified by a count. The three figures you see everywhere:

  • On hand — what the records say is physically there.
  • Reserved — spoken for by reservations and pick lists.
  • Available — on hand minus reserved: what you can promise.
One row per location, with lot, condition, and confidence.

The Stock tab's controls filter by variant and toggle reserved, quarantined, and zero-quantity rows; the same information appears location-first on every location page.

On hand, reserved, and available always agree with the ledger.

Adjust

Adjust (on any stock row) corrects reality: found two extra, broke three. Pick the direction, the quantity, and a reason code — reasons are mandatory, they drive reporting, and your organization curates the list. Large adjustments can be routed through approvals.

Direction, quantity, reason — the reason is required.

An adjustment is not a move: it changes total stock. If the items went somewhere, move them so the ledger keeps the source-to-destination relationship.

Quarantine and release

Quarantine sets a stock row aside — damaged goods, suspect batches, failed inspections — without changing its quantity. Quarantined stock is excluded from availability but stays visible and counted.

Quarantine keeps quantity but removes availability.

Release resolves the quarantine with an explicit outcome: back to stock, scrap, or return to supplier — each leaving its own ledger entry.

Cost correction

Cost fixes a wrong unit cost on a record — a mistyped receipt, a currency slip. The correction is a ledger event, so valuation reports explain their own history.

Corrections show up in valuation history, not just the new number.

Issue, consume, return

Beyond the drawers, stock leaves through issues (handed out to a person, job, or order) and consumption (used up, e.g. by project work or a BOM build); returns bring issued stock back. These flows are usually driven from picks and projects, and each writes its own movement kind, so reports can tell usage from waste from handout.

Lots and serials

Items marked for lot tracking carry lot codes (with expiry and manufacture dates) on their stock records; lot splitting and merging keeps physical reality and records aligned. Serial-tracked items track each physical unit individually — see tools & assets. Lot traceability is a plan capability.