Step-by-Step to view Stock Balance
- Select store
Start by selecting the store whose stock balance and bulk value you want to see. - View stock balance
Click on View stock balance to view the items. - Review the articles
- The large balance view lists your items with details such as:
- Article number
- Position
- Description of the project
- Balance
- Order point
- Purchase value
- Inventory value (calculated based on the purchase price)
Note that if no purchase price is recorded, the stock value is shown as zero (+). A summation of the total stock value is shown on the landing page.
- The large balance view lists your items with details such as:
Order point and Stock balance overview
- Set order point
Set order points for different items, so you can easily see when a new order should be placed. Items with a stock balance below the order point are highlighted in red. - Filter for low stock status
To see only the goods that are below the order point, check Show only goods lower than order point.