Stock Overview
The live stock position dashboard for any inventory item — seven metric cards, an inventory by location table, and period filters.
The Stock Overview is the first tab on any inventory item's page. It gives you a complete, real-time picture of that item's position — how much you have, how much is committed, how much is free to allocate, what is coming in, and what the total carrying value is. Every number is calculated by the server from posted transactions; the page never re-derives a figure.
Accessing the Overview
Navigate to: Operations → Inventories → select any item → Overview tab
The overview loads showing the current position across all locations. Use the location selector beside the tabs to restrict the view to a single business unit — every card and table re-scopes. There is no date filter on this tab; the Movement tab has one.
The Metric Cards
Stock on Hand, Reserved and Available always show. Every other card appears only when the item has that kind of activity, so a make-only item never shows an empty Purchased card.
| Card | What It Shows | Notes |
|---|---|---|
| Stock on Hand | Total physical quantity currently in the system across the selected location(s) | Includes reserved stock. This is the gross quantity before commitments are deducted. With a location selected, shows only that unit's balance. |
| Reserved | Quantity committed to open sales orders that have not yet been dispatched | Reserved stock is on the shelf but earmarked. It cannot be promised to another order until released. |
| Available | The quantity free to allocate to new orders — Stock on Hand minus Reserved | The figure to quote when promising stock. |
| Incoming | Quantity on open purchase orders expected to arrive | Informational only. Does not affect Stock on Hand until the goods are received. |
| Opening Balance | Quantity loaded as an opening balance | Shown when an opening balance exists. |
| Purchased | Quantity received into stock, net of purchase returns | All time, not a period. |
| Sold | Quantity dispatched out of stock, net of sales returns | Reflects what has physically left, not what has been invoiced. |
| Produced / Consumed | Production output added, and material consumed by production | Shown when the item takes part in production batches. |
| Operational Use / Wastage / Write-off | Quantities removed by those adjustment types | Shown when non-zero. |
| Stock Adj + / Stock Adj − | Quantity adjustments up and down | Shown when non-zero. |
| Transfer In / Transfer Out | Quantities moved in and out by completed transfers | Shown when non-zero. |
| Inventory Value | Stock on Hand multiplied by the item's average cost; the average cost is shown beneath ("@ … avg") | Highlighted card. This figure should agree with the item's share of the Inventory Account in Finance. |
Inventory by Location
Below the metric cards, the Overview tab shows a table breaking down stock across every business unit where this item has been received or transferred. Activity columns appear only when their total is non-zero.
| Column | What It Shows |
|---|---|
| Location | The business unit name. Click a row to focus the whole page on that unit. |
| On Hand | Physical quantity at this unit, including reserved stock |
| Reserved | Quantity committed at this unit |
| Available | On Hand minus Reserved at this unit specifically |
| Incoming · Opening · Purchased · Sold · Produced · Consumed · Xfer In · Xfer Out | The activity quantities for this unit — each column shows only when the item has that activity somewhere |
| Value | On Hand at this unit multiplied by the item's average cost — the unit's contribution to the Inventory Value card |
A Total row closes the table. When a single location is selected, a smaller Stock by Center table (Center, Quantity, Value) shows in its place.
Average cost is tracked per item, not per location. A transfer between units moves quantity, not cost, so every location's Value is its quantity times the same average cost. Costs change only when stock is received at a new price — purchases, upward adjustments, and production output.
Reorder Point
Each item can carry a reorder point. It drives the item's status — In stock, Low stock, or Out of stock — on the Inventories page and in the category page's items table. An item with no reorder point cannot raise a low-stock alert.