Inventory
Stock, locations and movements
Stock by location with reserved and available quantities; adjustments, transfers and reservations; and the movement history every change writes.
On this page
Stock is how many of an item you hold, where. Every change to it is a movement, so you can always see how the number got to where it is.
Locations#
Inventory → Locations holds the places stock lives — a warehouse, a shop, a site, a van. Each has a code, a name, a kind and an address, and one location is the default. A location with stock in it shows how many SKUs it holds.
On hand, reserved and available#
For each item at each location:
- On hand — physically there.
- Reserved — set aside for an order, a job or a customer.
- Available — on hand minus reserved: what you can still promise.
Change stock#
Open an item and choose:
| Action | Use it to | Effect |
|---|---|---|
| Adjust | Correct a count, write off damage, record a sale made elsewhere | Writes a movement with a reason (for example Manual adjustment) and recalculates availability |
| Reserve | Hold stock for someone | Moves quantity from available to reserved |
| Release reservation | Cancel a hold | Returns reserved quantity to available |
| Transfer | Move stock between locations | Writes a movement out of one location and into another, updating both |
Enter a quantity (not zero), an optional reference and note, and apply. A transfer needs two different locations.
Stock also moves when you receive a purchase order (see Purchasing and suppliers).
Book stock to a project#
Stock used on a job can be moved to a project. The project's Costs then include those items, valued at their cost. See Project costs and job costing.
Movements and the audit log#
Inventory → Movements is the history of every stock change, newest first:
- Filter by Received, Sold, Adjustments, Transfers and Released.
- Search by item, reference or note.
- Export the list.
The Audit log tab lists changes to item records — who changed what, when. Inventory changes also appear in the organization's Timeline.