Please note that this applies to the standard (basic) stock management process only.

With the standard (simple) stock management system, stock is managed and adjusted in the following ways.

Initial stock level can be entered in the "Qty in stock" field on the product.

How is stock deducted

Stock is deducted when an invoice is raised.

From v 3.02 onwards, stock can also be deducted by performing a despatch process. This is controlled bya  setting in Additional Settings called "Deduct stock on..." and has 3 possible settings "Invoice", "Despatch" and "None"

Manually Adjusting Stock

Stock can be manually adjusted using the "Adjust Stock" button on the product record. Clicking this button will cause a pop-up screen to appear where you can adjust the stock on the Product.

As you can see this has adjusted the stock on the product:

When stock is manually adjusted, a log is made of this adjustment and this can be seen by clicking the "Audit Trail" button.

As of  v3.02 onwards, the invoice/despatch process also logs to the stock audit trail.

Stock Notificatons

If the following setting is turned on in Additional Settings:

"Send automatic stock emails"

A notification will be sent to the products assigned user in the following circumstances..

1. A quote is raised which if fulfilled will take the product quantity below the reorder level.

2. A sales order  is raised which if fulfilled will take the product quantity below the reorder level.

3. An invoice is raised which if fulfilled will take the product quantity below the reorder level.

The text in these notifications can be customised from the "Inventory Notifications" link under "Communications Templates" on the Settings page.

Checking current stock level

Current stock level is shown by the "Qty in stock" field on the product record. The quantity in stock value is also shown in brackets on a product line of a quote, sales order or invoice when a product is linked.

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