Stock Management
Stock Actions
From any item’s detail page, you can perform three stock actions:
Consume
Reduces stock when items are used. Select a reason:
- Sample — Used in a sample (links to sample)
- Production — Used in production (links to production order)
- Office — Used in office/admin
- General Factory — General factory use
- Damaged — Item was damaged
- Other — Anything else (add a note)
Restock
Increases stock when new items arrive. Typically used when:
- Purchase order goods are received
- Items are returned to stock
- Initial stock count correction
Adjust
Sets stock to an exact number. Used for:
- Physical count — After doing a physical stock count
- Correction — Fixing a data entry error
- Other — Any other reason
All stock adjustments require a reason. This keeps the transaction history clean and auditable.
Transaction History
Every stock change is automatically logged. View the full history on the Transactions tab of any item.
Each transaction records:
- Date and time of the change
- Type — Consumed, Restocked, or Adjusted
- Quantity change — How much was added or removed
- New quantity — Stock level after the change
- Who made the change
- Reason/Note — Why the change was made
- Linked order — Production order or sample (if applicable)
Low Stock Alerts
When an item’s stock drops below its minimum level, it is flagged:
- An amber “Low” badge appears on the item card
- The system can send notifications (configurable)
Setting Minimum Levels
Each item has a Min Stock Level field. Set this based on how quickly you use the item:
- Fast-moving items (common buttons, zippers): set higher (e.g., 25-50)
- Slow-moving items (special accessories): set lower (e.g., 5-10)
- Items you don’t stock regularly: set to 0
Stock Safety
The system prevents negative stock — you cannot consume more than what’s available. All stock operations are atomic (guaranteed to be accurate even if multiple people update at the same time).
