Access the stock balance screen
From the left-hand menu, select Stock, then click Stock Balance. This opens a data grid showing all your stock and its current status.
Understand the columns
The screen includes several columns:
| Column | Description |
|---|---|
| Warehouse Code | Code for each warehouse |
| Account Code | Account code for each account |
| Product Code | Product codes across all warehouses |
| Product Description | Description of each product |
| Received | Quantity of stock received |
| Available | Actual quantity ready for use or sale |
| Allocated | Available stock assigned to orders |
| Soft Allocated | Stock assigned to sales orders but not yet picked |
| Picked | Quantity already picked for dispatch |
View more information
Click the Show button at the end of each row to open a detailed view of that stock line.
Frequently asked questions
How can I filter stock for a specific warehouse?
How can I filter stock for a specific warehouse?
Type the warehouse code into the search box under the Warehouse Code column to filter results.
What does 'Soft Allocated' mean?
What does 'Soft Allocated' mean?
Soft Allocated refers to stock assigned to a sales order that has not yet been physically picked from the warehouse.
Can I sort the stock data by product code?
Can I sort the stock data by product code?
Yes, click the Product Code column heading to sort in alphabetical or numerical order.
Can I customise the columns?
Can I customise the columns?
Yes, you can add or remove columns and sort them as needed.