What this guide covers: the Stock Control screen at Finance → Stock — reading inventory levels, recording a stock movement, and setting up the stock items, warehouses and categories underneath it.
What it doesn't cover: your billing catalogue — Stock Control's "Stock Items" are warehouse-tracked inventory records, a separate concept from the "Items" catalogue used on invoices and bills (see Accounts, Contacts & Items), though a catalogue item can be marked to track stock quantity.
What you're looking at
The header shows Total Inventory Value, 90d Turnover, Days of Supply, and a GMROI Estimate (gross margin return on inventory). Below that, three intelligence panels once you have data:
- ABC Analysis — classifies items into A (top 70% of value), B (next 20%), and C (the rest), so you know which stock actually matters most.
- Value by Warehouse — a stacked view of where your inventory value sits.
- Stock Health — counts across In Stock, Low Stock, Out of Stock, and Overstocked.
A Reorder Signals panel appears whenever items are low or out of stock — a priority purchasing queue suggesting how much to order, per item per warehouse.
Four tabs organise the detail: Inventory Levels (on-hand/reserved/available by item and warehouse, filterable by warehouse, category and status), Stock Items (your inventory catalogue with ABC badges), Warehouses, and Categories.
Recording a movement
Click Record Movement. Choose a movement type — Stock In, Stock Out, Adjustment, Return, or Write-Off — then the Stock Item, Warehouse, Quantity, an optional Unit Cost, a Reference / PO Number, and optional Notes. A live preview shows exactly how the quantity will change before you confirm.
Stock items, warehouses & categories
The Stock Items tab is where you register what you're actually tracking — click Add Item for a Name, SKU/Code, Category and Unit Cost. Warehouses and Categories tabs work the same way — Add Warehouse (Name, Code, Description) and Add Category (Name, Code, Description) — set these up first since Stock Items reference a Category, and Inventory Levels reference a Warehouse.
Status vocabulary
| Status | Meaning |
|---|---|
| In Stock | Healthy quantity on hand. |
| Low Stock | On-hand quantity is low (10 units or fewer) — a candidate for the Reorder Signals queue. |
| Out of Stock | Nothing on hand. |
| Overstocked | Unusually high quantity on hand (over 500 units). |
Troubleshooting & FAQ
How do I move stock from one warehouse to another?
Record a Stock Out movement at the source warehouse and a Stock In at the destination — a dedicated Transfer action isn't available on this screen yet.
What counts as "Low Stock"?
Ten units or fewer on hand, at the specific warehouse. "Overstocked" is the opposite signal — over 500 units on hand.
Why can't I add a Stock Item to a Category that doesn't exist?
Categories are set up first (Categories tab), then referenced when creating a Stock Item — the same ordering as Warehouses.