Stock

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
• Manage vendor prices - Track preferred vendors, supplier SKUs, lead times, and purchase costs
• 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

1. Navigate to Settings > Modules
2. Find the Stock card
3. Toggle it On
4. Connect with Procurement for reorder POs and Finance for automatic valuation journal entries

Stock Navigation

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.

→ Products Documentation

Warehouses

Physical storage locations. Each warehouse has its own stock levels, and transfers between warehouses are tracked as movements with an in-transit state.

→ Warehouses Documentation

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.

→ Movements Documentation

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.

Use Procurement Supplier Catalog to import vendor price lists and keep supplier SKUs, purchase prices, lead times, and minimum order quantities current for stocked products.

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

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Next Steps

Explore Stock features in detail:

• Products — Catalog, stock levels, and reorder rules
• Supplier Catalog - Vendor feeds and imported purchase prices
• Warehouses — Locations and inter-warehouse transfers
• Movements — Movement log, adjustments, and cycle counts
• Settings — Valuation, Finance integration, and barcode config