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 -

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.