Stock Availability Applet

Purpose and Overview

Who Benefits from This Applet?

Warehouse Managers:

• Monitor real-time stock levels across all locations
• Track stock aging to prevent obsolescence
• View bin-level inventory for precise picking

Sales Teams:

• Check product availability before making commitments
• View stock reserved for Sales Orders vs available stock
• Make informed promises to customers

Procurement Teams:

• Identify low stock items requiring replenishment
• View stock tied to Purchase Orders
• Plan purchasing based on actual availability

Operations Teams:

• Track serial numbers and batch numbers
• Trace product movement history
• Monitor stock transfers between locations

What Problems Does This Solve?

Traditional Inventory Challenges:

• No real-time visibility into actual stock levels
• Difficulty tracking items across multiple locations
• Manual serial and batch number tracking prone to errors
• Overselling due to outdated stock information

The Stock Availability Solution:

• Real-time stock visibility - See current inventory instantly
• Multi-location tracking - Monitor stock across all warehouses and bins
• Serial/Batch tracing - Complete history of tracked items
• SO/PO integration - View committed vs available stock
• Aging reports - Prevent obsolete inventory

Key Features Overview

Key Concepts

Stock Availability vs Physical Stock

Stock Tracking Methods

Item Tracking Options:
├── No Tracking (basic items)
├── Serial Number Tracking (unique per unit)
│   └── Each unit has unique identifier
└── Batch Number Tracking (grouped items)
    └── Multiple units share same batch ID

Quick Start Guide

For Warehouse: Check Stock Levels

Goal: View current stock availability across locations

1. Navigate: Go to Stock Availability from the sidebar
2. Search: Enter item code or description
3. View: See quantity breakdown by location
4. Drill Down: Click on a location for bin-level details

For Sales: Check Before Promising

Goal: Confirm stock before committing to customer

1. Navigate: Go to Stock Availability SO/PO
2. Search: Find the item in question
3. Review:
   • Available: Can be sold immediately
   • Reserved (SO): Already committed
   • Incoming (PO): Expected arrivals
4. Decide: Make commitment based on availability

For Operations: Trace Serial Number

Goal: Find the history of a serialized item

1. Navigate: Go to Trace Serial No Listing
2. Enter: Input the serial number
3. View History: See all transactions involving this serial
4. Verify: Confirm current location and status

Stock Availability

Main Stock Listing

View stock levels with filters for:

• Location - Warehouse/store selection
• Item Category - Filter by product categories
• Stock Status - In stock, Low stock, Out of stock

Key Columns

Bin Availability

Warehouse Bin Tracking

For warehouses using bin locations:

• View stock by specific bin location
• Track bin utilization
• Optimize picking routes
• Manage bin replenishment

Stock Availability Details

Detailed Stock View

Drill down to see:

• Transaction history for an item
• Stock movement details
• Document references (GRN, DO, etc.)
• Quantity changes over time

Stock Aging Report

Inventory Age Analysis

Track how long stock has been in inventory:

• 0-30 days - Fresh stock
• 31-60 days - Moderate age
• 61-90 days - Aging stock
• 90+ days - At risk of obsolescence

Use for:

• FIFO enforcement
• Slow-moving item identification
• Write-off decisions

SO/PO Availability

Sales Order & Purchase Order View

See the complete picture:

• Current Stock - What you have now
• Reserved (SO) - Committed to sales
• Expected (PO) - Incoming from purchases
• Net Available - What you can actually sell

Serial Number Tracing

Trace Serial No Listing

Track individual serialized items:

• Complete movement history
• Current location
• Associated documents
• Warranty tracking

Serial Number Balance

View all serial numbers for an item:

• Available serial numbers
• Reserved serial numbers
• Serial number locations

Batch Number Tracing

Trace Batch No Listing

Track batched items:

• Batch origin and date
• Expiry tracking
• Batch location distribution
• Quality status

Stock Transfer Queue

View pending stock transfers:

• Transfers awaiting processing
• Inter-location movements
• Transfer status tracking

Configuration & Settings

Application Settings

Configure applet behavior and defaults.

Default Settings

Set default filters and views for users.

Field Configuration

Customize visible fields and column order.

Webhook Configuration

Integrate with external systems for stock updates.

Permissions

Control access to stock data:

• View - Read-only access
• Export - Allow data export
• Admin - Full configuration access

Release Notes

View applet version history and updates.

Applet Log

Audit trail of user actions within the applet.

Personalization

Personal Default Settings

Save your preferred filters and default location.

Sidebar Customization

Arrange menu items to match your workflow.

FAQ

Q: Why does Available Stock differ from On Hand? A: Available Stock = On Hand - Reserved. Reserved quantity is committed to unfulfilled Sales Orders.

Q: How do I find expired batch items? A: Use the Trace Batch No Listing and filter by expiry date to find items nearing or past expiration.

Q: Can I export stock data to Excel? A: Yes, use the Export function in the stock listing toolbar.

Q: How real-time is the stock data? A: Stock updates immediately when transactions are processed. Refresh the page to see latest data.

Q: How do I track warranty for serialized items? A: Use Serial Number Tracing to view purchase date and calculate warranty period.