Inventory and stock balances
Check stock by project and understand available, reserved and used quantities.
Read the balance before issuing material
Inventory records stock by project and material. Open Inventory, filter the project and material, and check quantity in, used, balance and minimum threshold. Reserved stock is committed to approved requisitions, so physical balance and available quantity are not the same. If 100 bags remain and 30 are reserved, only 70 are free for another request.
Step-by-step walkthrough
- 01
Find the project and material
Open Inventory and filter the relevant project/material. Compare on-hand, used, reserved and available quantities before changing anything.
- 02
Check the source movement
For expected incoming stock, check delivery verification. For outgoing stock, check requisitions and issues. Avoid correcting a missing source transaction with a duplicate opening balance.
- 03
Make an authorized adjustment only if needed
Use the adjustment form for a justified correction, review the preview and save. Check the resulting balance and ensure reservations can still be met.
Follow the movement trail
Verified deliveries add received stock. Approved requisitions reserve quantities; material issues record stock leaving the store. Consumption, wastage and supported returns have their own movements and source references. See the Transactions tab in Inventory Consumption when a balance is unexpected. Opening balances brought through supported import workflows should represent stock already present at the agreed cut-off, not duplicate deliveries entered later.
Receipts increase stock; reservations protect approved demand; issues and supported corrections change the balance.
Use adjustments for a explained correction
With inventory update permission, open Adjust on the record. Review the current figures, enter the additional quantity or usage and threshold offered by the form, and inspect the preview before saving. Adjustments cannot make stock negative or reduce it below reserved quantities. A correction should follow a physical count and an explanation in your supporting records.
Low stock is a warning to review supply, not an automatic purchase order. If stock is unavailable, check reservations and unverified deliveries before ordering again. Do not use Adjust to hide missing issues, a mistaken consumption log or an incorrectly verified receipt.