Track Stock Levels

Stay on top of your raw material inventory by using the Stock Balance and Stock Ledger reports in the CGIC App.

Prerequisites

• Raw materials are created under Stock ▶️ Item List with Item Group = Raw Materials
• Warehouses (e.g., “Raw Material Store”) are configured

1.0 View Current Stock with Stock Balance

1. Open Stock Balance
   • Navigate to Stock ▶️ Stock Balance.
2. Filter for Raw Materials
   • Click Add Filter ▶️ Item Group = Raw Materials.
   • (Optional) Add Warehouse = Raw Material Store.
3. Read Columns
   • Opening Qty: Stock at period start
   • In Qty: Purchases / receipts during period
   • Out Qty: Usage in production or transfers
   • Closing Qty: Available on hand

2.0 Analyze Movements with Stock Ledger

1. Open Stock Ledger
   • Go to Stock ▶️ Stock Ledger.
2. Filter to Your Material
   • Item: enter the raw material code (e.g., RM-WF-25KG).
   • Warehouse: select “Raw Material Store” if needed.
3. Interpret Entries
   • Date / Time of each transaction
   • Voucher Type (Purchase Receipt, Material Issue, Transfer)
   • In Qty / Out Qty and running Balance Qty

3.0 Set Reorder Alerts

1. Configure Reorder Levels
   • In each raw material’s Item record under Inventory, set Reorder Level and Reorder Qty.
2. Run Reorder Report
   • Stock ▶️ Reports ▶️ Reorder Report to list items below threshold.
3. Plan Purchases
   • Use this report to generate Purchase Orders before stockouts occur.