Stock
Inventory management, warehouse tracking, stock movements, and reorder automation.
The Stock module tracks physical inventory across warehouses. From receiving goods from a purchase order to dispatching on a sales order — every movement is logged, valued, and connected to Finance for automatic journal entries.
What the Stock Module Does
Workestra's Stock module helps you:
- Track inventory across warehouses — Real-time stock levels per warehouse and per product
- Log every movement — Full audit trail of receipts, transfers, adjustments, and dispatches
- Automate reorders — Reorder rules create draft Procurement POs when stock drops below the reorder point
- Trace lots and serials — Batch and individual unit traceability from receipt to dispatch
- Value inventory automatically — FIFO, AVCO, or standard-cost valuation with automatic Finance posting
- Run cycle counts — Scheduled inventory verification with discrepancy reporting
- Support barcode scanning — EAN, UPC, Code 128, and QR code formats
- Forecast demand — AI-driven demand forecasting based on historical movement data
How to Enable Stock
- Navigate to Settings > Modules
- Find the Stock card
- Toggle it On
- Connect with Procurement for reorder POs and Finance for automatic valuation journal entries
Stock is available as an add-on on all plans. The product catalog is shared with Finance and Sales — one catalog, consistent data everywhere.
Stock Navigation
| Page | URL | Purpose |
|---|---|---|
| Overview | /stock | Inventory dashboard and KPIs |
| Products | /stock/products | Product catalog with stock levels |
| Warehouses | /stock/warehouses | Warehouse list and location setup |
| Movements | /stock/movements | Stock movement log |
| Transfers | /stock/transfers | Inter-warehouse transfers |
| Reorder Rules | /stock/reorder-rules | Automatic reorder configuration |
| Cycle Counts | /stock/cycle-counts | Inventory count schedules |
| Settings | /stock/settings | Valuation method, integration config |
Core Concepts
Products
Items tracked in inventory. The product catalog is shared with Finance (invoicing) and Sales (quotations). Stock adds per-warehouse quantity tracking, reorder rules, and lot/serial traceability options.
Warehouses
Physical storage locations. Each warehouse has its own stock levels, and transfers between warehouses are tracked as movements with an in-transit state.
Stock Movements
Any change to inventory: receipt, dispatch, transfer, or adjustment. Every movement is timestamped, attributed to a user, linked to a source document (PO, transfer, count), and carries a unit cost for valuation.
Lots and Serials
Traceability identifiers for batch or individual item tracking. Lot tracking covers groups of units (with expiry dates and supplier references); serial tracking covers individual units with their own complete lifecycle history.
Valuation Method
How inventory cost is calculated: FIFO (first in, first out), AVCO (weighted average cost), or Standard Cost (fixed price per unit). Set at the workspace level with per-product overrides available.
Finance Connection
Every stock movement posts a valuation journal entry to Finance automatically — no manual journal entry required. The GL account for inventory and for stock adjustment write-offs is configured in Stock Settings.
Procurement Connection
Reorder rules create draft POs in Procurement when inventory at a warehouse drops below the configured reorder point. PO receipts update stock levels automatically.
Quick Setup Checklist
- Enable Stock module in Settings
- Create your warehouses
- Import or sync your product catalog (auto-syncs from Finance if Finance is enabled)
- Set opening stock levels (initial adjustment)
- Configure reorder rules for key products
Next Steps
Explore Stock features in detail:
- Products — Catalog, stock levels, and reorder rules
- Warehouses — Locations and inter-warehouse transfers
- Movements — Movement log, adjustments, and cycle counts
- Settings — Valuation, Finance integration, and barcode config