Stock Products
Product catalog with stock levels, reorder rules, and lot/serial tracking per warehouse.
Products in Stock are the same catalog used by Finance (for invoicing) and Sales (for quotations). Stock adds per-warehouse quantity tracking, reorder rules, and traceability options on top of the shared product record.
Stock-Specific Product Properties
The following fields are added to the shared product record when Stock is enabled:
| Field | Description |
|---|---|
| Tracked | Yes/No — whether stock levels are maintained for this product |
| Valuation Method | FIFO, AVCO, or Standard Cost (overrides the workspace default) |
| Lot Tracking | Track stock by lot number (batch) |
| Serial Tracking | Track stock by individual serial number |
| Reorder Point | Minimum quantity that triggers a reorder |
| Reorder Quantity | How much to order when the reorder point is reached |
| Preferred Vendor | Default vendor used when creating reorder POs |
| Internal Reference | SKU or internal product code |
| Barcode | EAN/UPC or QR code for scanning |
Stock Levels per Warehouse
On the product record, a table shows current stock at each warehouse:
| Column | Description |
|---|---|
| On Hand | Units physically present in the warehouse |
| Reserved | Units committed to outgoing orders |
| Available | On hand minus reserved |
| Incoming | Units on open, approved purchase orders |
Lot Tracking
Products with lot tracking enabled require a lot number on every receipt and dispatch.
Each lot carries:
- Supplier lot reference
- Expiry date (optional)
- Quantity received
- Full movement history — which PO it arrived on, which orders it was dispatched on
Serial Tracking
Products with serial tracking enabled require a unique serial number per individual unit.
Each serial number has a full lifecycle record:
- Received in PO X → stored at warehouse Y → transferred to warehouse Z → dispatched in order W
Serial numbers cannot be split or merged — one number, one unit, always.
Reorder Rules
Configure automatic reorder rules on the product record under the Reorder Rules tab:
- Click Add Rule
- Select the warehouse the rule applies to
- Set the reorder point (minimum qty before a PO is triggered)
- Set the reorder quantity (how much to order)
- Select the preferred vendor
When stock at that warehouse drops below the reorder point, a draft PO is created in Procurement pre-filled with the vendor, product, and reorder quantity.
The reorder check runs daily as a scheduled job. For urgent situations, navigate to Stock > Reorder Rules and click Run Now to trigger the check immediately.