DocsInventory ManagementManage Stock Levels

Manage Stock Levels

The Inventory module gives you a live view of every product’s quantity at every warehouse. This page explains how to read that data, make adjustments, and keep your records accurate.


The Inventory table

Go to Inventory in the left sidebar. The default view shows a table with one row per SKU/warehouse combination.

Column reference

ColumnDescription
ProductName and SKU
WarehouseThe warehouse this row represents
On HandTotal physical units in this warehouse
ReservedUnits locked for open, unshipped orders
AvailableOn Hand − Reserved
Reorder PointMinimum threshold — turns orange when Available falls below this
Value (cost)On Hand × cost price
Last movementDate and type of the most recent stock change

Filtering and searching

Use the filter bar above the table to narrow down by:

  • Warehouse — show only one location
  • Category — e.g. only Electronics
  • Status — Normal / Low Stock / Out of Stock
  • Supplier — filter by the supplier linked to each product

Type in the search box to filter by product name or SKU.


Making a manual adjustment

If your physical count does not match StockFlow, adjust it:

  1. Click the row for the product/warehouse you want to correct
  2. Click Adjust Quantity in the detail panel on the right
  3. In the modal, enter the actual physical count — not the difference
  4. Choose a reason: Stocktake, Damage, Theft, Expiry, or Other
  5. Optionally write a note (recommended for audit purposes)
  6. Click Save

StockFlow calculates the delta and records it as either a positive or negative adjustment. Both types appear in the Movement Log.


Bulk adjustment via stocktake

For a full warehouse stocktake:

  1. Go to Inventory → Stocktakes → + New Stocktake
  2. Select the warehouse(s) to count
  3. Choose a count method:
    • Full count — all products must be counted
    • Partial count — only selected categories or zones
  4. Export the stocktake sheet as a CSV or print it
  5. Complete the physical count
  6. Return to StockFlow and click Enter Count Results
  7. Upload your filled CSV or enter quantities manually
  8. Click Submit Stocktake

StockFlow shows you a variance report — every SKU where the counted quantity differs from the system quantity. Review, approve or reject each variance, then click Apply All Approved Variances.


Movement Log

Every stock change — additions, deductions, transfers, adjustments — is recorded in the Movement Log.

Go to Inventory → Movement Log to see the full history.

Filtering movements

FilterValues
Date rangeCustom date picker
Movement typeAdd, Deduct, Transfer In, Transfer Out, Adjustment, Sale, Return
WarehouseAny configured warehouse
Product / SKUText search
UserThe team member who made the change

You can export the movement log to CSV at any time.


Understanding Reserved stock

Stock becomes Reserved when:

  • A sales order is confirmed but not yet dispatched
  • A transfer is created but not yet received at the destination

Reserved stock cannot be sold or allocated to another order. Once the order ships or the transfer is received, the reserved quantity is released and deducted from On Hand simultaneously.

If an order is cancelled, the reserved quantity is released back to Available.


Stock valuation methods

StockFlow supports two valuation methods, configurable per warehouse in Settings → Inventory → Valuation Method:

MethodDescription
FIFO (First In, First Out)Oldest stock is assumed sold first. Commonly required for perishable goods.
WAC (Weighted Average Cost)Cost price is the rolling average of all purchases. Simpler for non-perishable goods.

The chosen method affects how Cost of Goods Sold (COGS) is calculated in your reports and accounting sync.