01 - Overview

The Stock Levels tab provides visibility into product availability across warehouses. It helps ensure that you always have enough stock to meet demand while avoiding overstocking. The system also provides Stock Level Indicators (Green / Red) to highlight whether quantities are above or below the defined minimum stock.

Purpose of Stock Levels

• Monitor available stock for each product by warehouse.

• Define minimum stock thresholds to trigger replenishment needs.

• Quickly identify products that require purchase or production.

• Prevent stock outs and ensure smooth sales and production operations.

Stock Level List View

In the Stock Levels tab, you will see:

• SL No – Unique Stock Level record ID.

• Stock Level Indicator – Visual indicator of stock status (Green = sufficient, Red = below minimum).

• Warehouse – The location where stock is maintained.

• Product – Item being tracked.

• Quantity on Hand – Current available stock.

• Minimum Stock – The minimum required quantity defined for this product in this warehouse.

Editing Stock Levels

To adjust minimum stock thresholds or review details:

1. Open the Stock Levels tab.

2. Select a Stock Level record (e.g., SL-02).

3. In the Edit Screen:

   • Product – Product being tracked (read-only).

   • Warehouse – Warehouse where stock is maintained.

   • Minimum Stock – Set the threshold for minimum stock.

   • Stock Level Indicator – Automatically calculated based on Quantity vs. Minimum Stock.

4. Click Save.

The system recalculates the Stock Level Indicator after saving.

Stock Level Indicators

• Green – Quantity on Hand ≥ Minimum Stock → Sufficient.

• Red – Quantity on Hand < Minimum Stock → Requires replenishment.

Reports & Monitoring

Stock Levels integrate with Inventory Reports, enabling:

• Reorder Analysis – Identify items below threshold.

• Warehouse-level Reports – Track stock across locations.

• Dashboards – Monitor stock health with visual alerts.

Best Practices

• Regularly review Stock Levels to prevent shortages.

• Define realistic Minimum Stock based on sales trends and lead times.

• Use reports to plan replenishment before hitting Red indicators.

• Adjust thresholds during seasonal demand fluctuations.

 Next Step: Once low stock items are identified, create a Purchase Order or Work Order to replenish.