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Items and balances

Read a balance by item and location, and change it the right way when it is wrong.

Updated 23 September 2026

Why
A quantity someone types over cannot be trusted, so nobody types over one here.
What
A line is one item at one location, and its balance is the sum of its movements.
How
Open /app/stock, find the line in the Lines view and record a movement from its drawer.

The Lines view

ColumnMeans
On handWhat the ledger says is at this location.
ReservedHeld for open orders.
FreeOn hand less reserved.
On orderDue in on open purchase orders.
Reorder pointThe level the Reorder view watches.
Unit costThe moving average, recomputed on every receipt. Engineer and above only.

Filter by location, kind (Product, Design, Material, Consumable, Part), source, or Under reorder point. Export takes the filtered rows.

Where lines come from

  • A catalogue product imported or saved with a quantity opens a line with an Opening movement.
  • Goods in, a design module and a machine module open lines as they first move stock.
  • Add a line is for something the catalogue does not carry, such as a consumable. It starts at zero.

Change a balance

  1. Step 1.

    In /app/stock, choose the line to open its drawer.

  2. Step 2.

    Choose Adjust, Transfer, Write off, Return or Receive by hand. The actions show to engineer and above.

  3. Step 3.

    Enter the quantity and a Reason (a transfer asks for Transfer to instead), then choose Record.

A movement that would take a balance below zero is refused, never quietly clamped. Only a location set to May go below zero accepts one.

One item's balance at two locations while a transfer posts: the source falls and the destination rises by the same quantity.

Trade counter rises by 6 to 10

Demonstration data

Related

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