When to use this: when you want to check what's in stock — and understand what each number on the screen is actually telling you.
The stock screen
When you open Inventory, you land on the Stock Overview tab. This is the only tab that keeps working when you're offline — Expiry Management, Stock Transfers, Stock Audit, Near-Expiry Returns and Rack Layout all need an internet connection.
Here's how to read it:
- 1 is the tab row. You are on Stock Overview.
- 2 is the store's product count — 33 carried here. Read it carefully: it counts the products this store ranges, including ones that currently hold nothing. It is not a count of products with stock on hand. The ⓘ beside it explains the same thing.
- 3 is the Search products… box, to find something fast.
- 4 and 5 are one-tap filters. The Stock health group sorts your whole store into All, OK, Low Stock, Out of Stock and Expired. The Flags group adds Near Expiry. Tap any pill to see just those products. The counts cover your whole store, not only the rows on screen.
- The columns are Product, Category, Stock, Expired, Batches, Nearest Exp, Avg MRP,
Status, Coverage and Other Stores. The ones worth knowing:
- 6 — Stock is what you can actually sell right now; expired batches are left out. Expired shows expired units on their own, so they never puff up your salable count.
- 7 — Status is a quick badge: OK, LOW, OOS (out of stock) or EXP (expired).
- 8 — Coverage is how long your stock will last at the current rate of sale: HEALTHY, LOW, CRITICAL, or NO SALES when nothing has sold in the window. Other Stores opens the same product at your other branches. Both need internet, so they show "—" when you're offline.
Looking inside a product
Click any product to open its batch panel on the right.
- 1 is the row you clicked; 2 is the panel header. The summary there matches the grid: if the product has expired stock it reads Salable: X · Expired: Y (N batches); if not, it simply reads Total: Z (N batches) — Total: 20 (1 batches) above.
- 3 is Demand · last 30 days: the same coverage badge as the grid, plus Daily demand, Coverage, Org stock (the total across all your stores) and, when it applies, Flag: Dead stock — nothing has sold in the window.
- 4 is one card per batch: the batch number, an expiry badge, and its Stock, MRP and purchase rate.
- 5 is Adjust stock for that batch (→ INV-02). A Print label icon sits beside it when batch-wise barcodes are switched on and the batch has a code (→ LBL-05).
Adjust stock needs the internet — it writes through the server, so it is greyed out offline. On an expired batch the button stays live but opens read-only and points you at Expiry Management, which is where expired stock is written off.
Because the grid's Stock matches the panel's Salable, and the grid's Expired column matches the panel's Expired, the two views always agree. So if your salable count and expired count are different, that's normal — not a mistake. Those expired units just need clearing, either a write-off or a return (→ INV-03).
Quick answers
- Shelf count doesn't match the system? Fix one product with an adjustment (→ INV-02), or count properly with an audit (→ INV-04).
- Was my change saved? Yes — every adjustment and write-off is recorded in the audit log, with your name on it.
- A product shows in the count but has no stock? That is by design — carried here means the store ranges it. It stays listed after the last unit sells, which is how reordering finds it again.