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    Stock Levels

    • The stock level feature allows you to view the status of your stock through: incoming, actual, outgoing, available, returned and free stock.

    • The stock levels are affected by different stock Documents. For more information please see: how stock documents affect the stock levels.


    How to view Stock Levels

    Viewing Stock Levels

    Select Stock / Levels from the Main section of the pulse menu -

    Note

    This is an example screen shot of the pulse menu.

    Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

    or from the Main Menu select Stock then Levels -

    or enter Stock levels in the Quick Launch Side Menu.

    This will then show the Stock levels on the system which can be viewed by selecting one of the Sets - SKU, Location or SKU, Location.

    • SKU: Stock keeping unit

    • Incoming: The amount of stock coming in e.g. stock that has been purchased but not yet received.

    • Actual: The stock that is currently in house e.g the physical items sitting on your shelf.

    • Outgoing: The stock that has been sold.

    • Available: The stock that is available to be used/sold (incoming + actual - outgoing = available)

    • Returns: Returned stock e.g a customer did not want an item so they are sending it back.

    • Freestock: This is the stock available after taking into account the outgoing stock (actual - outgoing = freestock).

      Tip

      To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

    There are various options to view the Stock Levels.

    • By clicking on a stock level you can filter by amount.

    • The Tree layout allows you to view the stock levels in collapsible headings

      This layout allows you to view the stock levels in collapsible headings

      Clicking on a heading will open the section.

      Clicking the tree numbers will open the collapsible levels e.g. 2 will open 2 levels (heading and sub categories on show)

      Tip

      You can open and close all levels of the tree by clicking

      By pressing on a stock amount, the associated data will appear as individual lines below.

    • The filter will help present what you need to see by clicking the filter icon then filling out the selection criteria.

    How to create a Stock level document

    Create a stock level document
    1. Select Stock levels from one of the options as shown above in Viewing Stock levels.

    2. Select the option, then select Create document.

    1. Select Document type.

    2. Then press Create.



    Updated April 2025

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