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Stocks

Use Stocks to review current stock positions across tracked products.

Useful for​

  • spotting low-stock items
  • comparing availability
  • preparing replenishment decisions

Typical workflow​

  1. review the stock list
  2. identify low, high-risk, or unusual stock positions
  3. decide whether replenishment or further investigation is needed
  4. use Inventory or Stock In records for deeper follow-up

When to use Stocks instead of Inventory​

Use Stocks when the main question is about the current stock ledger or item-level stock position itself.

Use Inventory when you need the broader operational inventory view and related record context.

Placeholder - Stocks ledger page
Image note
Type: UI Screenshot
Target: Dashboard stocks page
Must show: Stock list or table, quantity-related columns, date or filter controls, and actions for deeper stock review
Purpose: Show operators the direct stock-ledger view used for quantity monitoring and follow-up

Common review scenarios​

  • identifying low stock before it disrupts selling
  • checking whether replenishment is needed
  • comparing a stock position against stock-in or stock-sold history