All products within Stockagile have stock assigned to them. In addition, all operations made on them (sales, purchases, transfer receipts, stock reservations, etc.) involve stock movements that are recorded in the system.
Within the stock table, you can consult all the movements without having to change screens. To see how to create draft transfers from the stock tab, go to Create, edit and preview draft transfers from the stock tab.
Requirements to be able to view the stock and stock movements of a product
Having created a product. You can see how to create a product in the section Create product.
The stock of a product is visible to all users. You can see the different types of roles in the section Create or edit a user.
Steps to view the stock and stock movements of a product
Go to the side menu and click on the PRODUCTS button in the CATALOG section.
The list of products will appear, click on the product you want to see.
Once inside the product sheet, click on the STOCK tab.
From the STOCK tab you will see the following sub-tabs:
Stock: table with the product's stock, differentiated by variants and locations.
Batches/UIDs: only shown when the product is managed by UID/batch. List of the UIDs/batches registered in the system for this product.
Movements: summary of all movements that have been made for that product, sorted by date, origin, type of movement, movement, warehouse, color, size and user. You can also filter by warehouse, or by variants, e.g. sizes or colors.
Pending orders: here you can check the stock from orders that is in transit.
Transfers: display of the transfers that have been made for that product, detailed by serial number, transfer status, origin, destination, creation date, delivery date, notes and number of items.
Purchases: display of the purchases that have been made of that product, detailed by purchase reference, purchase status, supplier contact, warehouse, creation date, shipment date and number of items.
Sales: display of the sales that have been made of that product, detailed by sale number, customer, customer email, creation date, seller, cash register, warehouse, units sold, payment and total.
Wholesale orders: display of the wholesale sales that have been made of that product, detailed by reference number, status, warehouse, season, contact, email, creation date, number of items and subtotal.
Enter the Stock sub-tab. If the stock appears in yellow (legend "Under minimum"), it means it is below the minimum stock. Here you can see the different stock statuses of that product:
Stock: actual available quantity that you have now. Stock that is reserved, in transfer, purchased or sold will not appear here.
Minimum stock: the amount of minimum stock you have chosen to have per product variant and location.
Allocated: total stock prepared and ready to ship.
Transferred: in transfer and pending receipt.
Purchased: purchased and pending receipt.
Sold: total stock sold.
Steps to edit the stock and minimum stock of a product
Go to the STOCK table of a product.
Click on the three dots (⋮) in the blue bar of the table. A drop-down menu will open.
At the top of the menu you can turn on these editing modes: Edit stock, Edit transfer orders and Previsualize transfer drafts (the latter is only available when the product has draft transfers). You can also show or hide the SKUs.
At the bottom of the menu you choose the column you want to see and edit: Stock, Minimum stock, Allocated, Transferred, Purchased or Sold. The selected column appears greyed out in the menu.
Table menu: editing modes and column selector
Edit stock
Open the three dots (⋮) menu and check that the "Stock" column is the selected one (it appears greyed out).
Tick the "Edit stock" checkbox.
The table will change so that you can add or remove stock for each variant and location, either:
With the up and down arrows.
By clicking on each of the cells and typing the number.
If you want to go faster, select a cell, type the stock quantity, and jump between cells with the tab key.
As you update the stock, click outside, and the changes will be saved automatically.
Once you have applied the changes, open the three dots menu again and untick "Edit stock" to exit the edit mode.
Edit mode: the cells of the selected column show a numeric field with arrows
Edit minimum stock
We recommend that you configure the minimum stock of your products, so that the system notifies you with notifications when a product is at minimum, at 0 or with negative stock, so you can plan your replenishments better and avoid stockouts.
Open the three dots (⋮) menu and select the "Minimum stock" column.
Open the menu again and tick "Edit stock".
Enter the minimum stock for each product variant and location, the same way as when editing stock (with the arrows, by clicking on the cell, or jumping with the tab key).
Once you have finished, untick "Edit stock" to exit the edit mode. Important: before editing, check that the selected column is "Minimum stock"; otherwise the actual stock levels would change.
You will find this procedure explained with screenshots in How to edit the minimum stock.