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.
Vendor Prices
Use vendor prices to keep purchasing, stock, and margin decisions aligned.
- Open the stock product.
- Set the Preferred Vendor and supplier SKU.
- Add purchase price, currency, lead time, and minimum order quantity.
- Review prices imported from Procurement Supplier Catalog.
- Update reorder rules if lead time or minimum order quantity changes.
When a reorder rule creates a draft purchase order, Workestra uses the preferred vendor and current purchase price as the starting point. Finance and Sales can then use the same cost basis when checking margins on invoices, quotations, or price library items.
For contractor teams, this can track materials and subcontractor-supplied items. For IT services, it can track hardware, licenses, devices, and distributor pricing. The same model works for any stocked or vendor-priced item.