Stock
Here you track stock per article and storage location: current quantity, bin, stock value and the threshold at which you must reorder.
Live preview — real view with sample data
M34 · Stock
| Article | Location | Quantity | Count due |
|---|---|---|---|
| Entry 5 | Record 3 | Record 3 | 10/06/2026 |
| Record 6 | Item 4 | Item 4 | 21/06/2026 |
| Item 7 | Entry 5 | Entry 5 | 02/07/2026 |
| Entry 8 | Record 6 | Record 6 | 13/07/2026 |
| Record 9 | Item 7 | Item 7 | 24/07/2026 |
Not a screenshot: the same interface you get in production.
What you do here
Each row is an article at one storage location. Use „New stock“ to link an article to a location and capture quantity, reorder point, bin and – if you want to report stock value – the purchase cost per unit. The status (ok, Low, Critical, Out) shows at a glance where things run tight. The board groups positions by status, the calendar shows upcoming counts. The „Low“ tab instantly lists every position that has dropped below its reorder point.
Tips
Keep the reorder point realistic: it is the threshold at which you should reorder. After every stock count enter the count date and plan the next count date so overdue counts are flagged in red. If you maintain the purchase cost per unit, the system calculates the stock value automatically. Warehouse staff may view stock but not edit it – that stays with management.
Legal requirements
Stock records that form part of the accounts (stocktakes/inventory evidence) are subject to commercial retention under HGB §257 together with AO §147 – generally ten years. To this end, in the „Retention/audit“ section enter under „Retain until“ the end of the retention period; overdue records are evaluated centrally as ready for deletion. Under the GoBD, stock movements must remain auditable and immutable: correct erroneous stock with a traceable reverse entry (reverse instead of delete) and do not delete captured positions – the „Updated by“ field evidences who last changed the record. For foodstuffs, traceability under the LMIV (Regulation (EU) No 1169/2011) together with Regulation (EC) No 178/2002 also applies: capture the batch/lot („Batch/lot“) and the best-before date („Best before“) per position; the best-before column is flagged in red once the date has passed. Note: an immutable stock-movement ledger (a complete history of all inflows and outflows) follows in a separate extension.
What's inside
- Stock
- Counts
- New stock
- Edit
- Delete
- Set status
Fits together with
Other blocks from the same area.
Purchasing
Here you capture purchase orders to your suppliers – with line items, status and expected delivery date, from draft to goods receipt.
M35Stocktaking
Stocktakes are your counting sessions per location: for each article you record the expected and the counted quantity, see the variance instantly and value the counted stock with its unit cost.
M36Goods receipts
Here you record deliveries from suppliers as goods receipts – with the line items actually received and their condition.