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Overview

What it does:
  • Displays live on-hand quantities for each item in all configured warehouses
  • Updates automatically as stock moves (receipts, issues, transfers, sales, production)
  • Provides consolidated and per-warehouse views for accurate decision-making
Prerequisites
  • Multiple warehouses are defined under Stock > Warehouse
  • Items exist under Stock > Item > Item List
  • Stock movement transactions (Purchase Receipts, Sales, Stock Entries, etc.) are regularly submitted

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1.0 Define Warehouses

  1. Navigate to Stock > Warehouse > Warehouse List.
  2. Click New to create a warehouse (e.g., “East Warehouse,” “Central Store”).
  3. Enter:
    • Warehouse Name
    • Parent Warehouse (optional, for nested locations)
    • Company
  4. Click Save.
  5. Repeat for each location you wish to track.

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1.1 View Consolidated Stock Balance

  1. Go to Stock > Reports > Stock Balance.
  2. In the filter panel, set:
    • Item Group or leave blank for all items
    • Warehouse = All (default)
    • From Date / To Date = today’s date (for current snapshot)
  3. Click Generate New Report.
  4. Review columns:
    • Opening Qty (as of From Date)
    • In Qty (received to date)
    • Out Qty (issued to date)
    • Balance Qty (real-time on-hand)

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1.2 Drill Down to Per-Warehouse Stock

  1. In the Stock Balance report, click the “Balance Qty” value for a specific item.
  2. A pop-up opens showing a breakdown by warehouse:
    • Warehouse Name
    • Opening Qty
    • In Qty
    • Out Qty
    • Balance Qty
  3. Scroll or export this breakdown as needed.
Click any warehouse name to open its detailed stock ledger for that item (1.3).

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1.3 Review Stock Ledger for an Item-Warehouse Pair

  1. Navigate to Stock > Reports > Stock Ledger.
  2. Apply filters:
    • Item = [Select Item Code]
    • Warehouse = [Select specific warehouse]
    • From Date / To Date = desired range (e.g., last month)
  3. Click Refresh.
  4. The ledger lists every transaction affecting that item’s quantity in that warehouse:
    • Date, Voucher Type, Qty In, Qty Out, Balance Qty
> 🔍 Tip: Use this to investigate discrepancies or confirm recent movements.

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1.4 Monitor Low-Stock Alerts

  1. Open Stock > Auto Reorder > Auto Reorder List.
  2. Ensure each item has Reorder Level and Reorder Qty defined under Stock > Item > Item List > Inventory.
  3. Enable and schedule Auto Reorder to run daily.
    • If Balance Qty ≤ Reorder Level, the system will generate draft Purchase Orders.
  4. Review generated drafts under Buying > Purchase Order > Drafts and adjust as needed.
Pin “Low Stock Items” dashboard widget (using a saved filter such as Balance Qty < Reorder Level) for proactive alerts.