Inventory

Access

Open Inventory by tapping the "Inventory" button on the main screen. A screen with three tabs appears. The entire Inventory section is available only when the Inventory module (moduleInventory) is enabled in Settings > Modules.

Tabs

Inventory has three tabs: Stock, Documents, and Movements. All tabs have a "Search..." field, a filter icon (filter_alt_outlined), and a sort icon (swap_vert). You can also sort by tapping the column headers in the table — tapping again toggles the direction (ascending/descending).

In the top-right corner there is a "+ New document" button (dark blue) for creating new stock documents. If an unfinished draft exists, a button showing the document type name and the text "(draft)" appears next to it — tapping it opens a dialog where you can resume or discard the draft. If there are multiple drafts, a selection menu is shown.

Stock

The Stock tab shows the current levels of all tracked items in the warehouse. Columns:

• Item — the product name
• Quantity — the current quantity with its unit (e.g. "34 pcs", "12.5 kg"). Color-coded with three colors: red for a negative level, orange for a level below the configured minimum, and green for a level at or above the minimum. If the item has no minimum set, the quantity is shown without highlighting.
• Min. quantity — the minimum quantity (alert threshold)
• Purchase price — the purchase price per unit
• Total value — the total value of the item's stock

If you have no tracked products, "No tracked items" is shown. Stock tracking is enabled for individual products in the Catalog using the "Track inventory" toggle (this toggle is visible only when the Inventory module is enabled).

In compact mode, a list of cards is shown instead of the table. Each card shows the item name and the quantity with its unit (color-coded by level) on the first line, and the minimum quantity and purchase price on the second line. The tabs are horizontally scrollable. Tapping a card opens the same detail as in the table view.

Stock item detail

Tapping an item row (in both compact and table views) opens a detail dialog. The dialog contains:

• Level history chart — a line chart showing the daily stock level over the last 30 days. The level is reconstructed backwards from the current quantity and the movement history. Days without movement show a flat line. The tooltip shows the date and level on touch.
• Info row — the current quantity with its unit, the minimum quantity, and the purchase price. Negative values are highlighted in red.
• Quick actions — a 2×2 grid of buttons for creating a stock document directly from the detail:
  • Goods receipt (requires stock.receive)
  • Issue (requires stock.wastage)
  • Adjustment (requires stock.adjust)
  • Stock count (requires stock.count)

The buttons appear only if the user has the relevant permission. If one button is missing from a row, the remaining one stretches to full width. If the user has none of these permissions, the button section is not shown.

After tapping an action, the detail closes and the relevant stock document opens with the item pre-filled (quantity 1). If a draft exists, the system offers to resume it — in that case the item is added to the end of the existing rows (if it isn't there already).

Filtering stock

Tap the filter icon and set the filters:

• Below minimum — shows only items below the configured minimum
• Zero stock — shows only items with a zero level
• Category — filtering by category (tree structure, including the "No category" option)

Sorting stock

Tap the sort icon to sort by: Name, Quantity, Price, Value. Tapping the active sort again toggles the direction (ascending/descending).

Documents

The Documents tab shows a list of all stock documents (goods receipts, issues, stock counts, adjustments). Below the search field there is a time period selector (default: month) with arrows for switching and toggle buttons for Day / Week / Month / Year / Custom. Columns:

• Date — the date the document was created
• Number — the document number
• Type — the document type (Goods receipt, Issue, Stock count, Adjustment)
• Supplier — the supplier listed on the document
• Note — the document note
• Total — the total value of the document

Tap a row to open the document detail (see below).

If you have no documents, "No stock documents" is shown.

Filtering documents

• Document type — checklist: Goods receipt, Issue, Stock count, Adjustment

Sorting documents

Sorting options: Date, Number, Type, Amount.

Creating a new document

Tap "+ New document". A dialog opens for selecting the document type. For goods receipts, issues, and adjustments, the stock document form opens. For a stock count, continue with the step for selecting the count type (see below).

Stock document (goods receipt, issue, adjustment)

The form for creating a stock document contains:

• Date and time — date and time selection
• Supplier — dropdown (goods receipts only)
• Pricing strategy — dropdown "Update" / "Keep" / "Weighted average" (goods receipts only, requires the stock.set_price_strategy permission)
• Note — tapping the field or the "Note" button opens a sub-dialog for entering a note
• Item list — cards with name, quantity, price (for goods receipts), a VAT toggle, and a delete button
• Add item — the button opens a search dialog with barcode scanning support

Each item in the list shows the quantity change with its sign and color (green for an increase, red for a decrease), and below it a preview of the stock level in the format "stock: X → Y". Negative values (X or Y) are shown in red.

The bottom bar has an Add item button (left) and a Save button (right). If you have an unfinished document and close the dialog (e.g. with the back button), the system automatically saves it as a draft — next time you resume it using the draft button in the top bar.

Negative quantity

For goods receipts and adjustments, you can toggle the sign of the quantity using the ± button in the Quantity field. This allows:

• Goods receipt with a negative quantity — returning goods to the supplier (e.g. expired goods, deposit bottles). A negative goods receipt decreases the stock level. The pricing strategy is applied only to the positive (incoming) rows.
• Adjustment — a positive quantity adds to stock, a negative one removes from it.

For issues, the sign is always positive (you enter how many units to issue) and it appears as a decrease in the overview.

Stock count

Selecting the count type

First select the count type:

• Complete — count all items in the warehouse
• By category — select one or more categories (tree structure)
• By supplier — select a supplier
• By manufacturer — select a manufacturer
• Selective — manually select specific items
• Scan — a count using barcode scanning. Items are looked up by EAN/barcode and added to the count by scanning them one by one.

There is also a Blind mode checkbox — in blind mode, the expected values are not shown during counting.

Counting

After selecting, a dialog with the list of items opens. Each item shows the name, the quantity with its unit, and a status icon. Tap an item to enter the actual quantity via a numeric input.

• Green check — the actual quantity matches the expected one
• Orange check — the quantity differs
• Gray outline — the item has not been checked yet (tap to confirm a match)

In the header there is a print icon for printing a blank stock count form (requires the printing.inventory_report permission).

The Continue button moves you to the stock count result. If you close the dialog without finishing, it is automatically saved as a draft.

Stock count result

The result dialog shows:

• Note — tap to open a sub-dialog for editing the note
• Date and time — date and time selection
• Difference table — columns: Item, Unit, Expected (in normal mode), Actual, Difference (color-coded). In blind mode, the columns Item, Unit, Entered are shown.
• Footer — shortage (red) / surplus (green) / difference with a purchase-price/sale-price (NC/PC) toggle and a VAT toggle (visible only in normal mode, if differences exist)

The Back button returns to counting, and Save creates a stock count document and deletes the draft. Saving is available only after all items have been checked.

Document detail

Tapping a document in the Documents tab opens the detail in read-only mode. It contains:

• Header — document number, author, date, supplier (for goods receipts), note
• Content — for stock count documents, a table of Item, Expected, Actual, Difference (quantity and value, color-coded); for other types, a movement table of Item, Unit, Quantity (+/-, color-coded), Price, Total
• Footer — for stock counts/adjustments: shortage/surplus/difference with a purchase-price/sale-price (NC/PC) toggle and VAT; for other types: the grand total with an optional VAT toggle

In the header there is a print icon for printing the document (A4).

Movements

The Movements tab shows a chronological overview of all stock movements (receipts, issues, adjustments). Below the search field there is a time period selector (default: month) with arrows for switching and toggle buttons for Day / Week / Month / Year / Custom. Columns:

• Date — the date of the movement
• Item — the product name
• Quantity — the count (with a +/- sign, color-coded — receipt in green, issue in red)
• Purchase price — the purchase price (value)
• Type — the movement type
• Document — the number of the related document

Tap a row to open either the document detail (for stock movements) or the receipt detail (for sales movements — requires the orders.view_detail permission).

If you have no movements, "No stock movements" is shown.

Filtering movements

• Direction — All / Receipt / Issue
• Source — All / Sales / Documents
• Category — tree structure including "No category"

Sorting movements

Sorting options: Date, Item, Quantity.

Practical tips

For products you want to track in inventory, enable the "Track inventory" toggle in the Catalog. Only then will they appear in the Stock tab.

Set the minimum quantity so that the system alerts you well in advance before you run out. Items below the minimum are highlighted in orange, and items with a negative level in red.

When receiving goods from a supplier, create a goods receipt as soon as possible so that the stock level is updated.

Perform a physical stock count regularly and compare it with the level in the system.

If you want to disable the Inventory module (in Settings > Modules), the system shows a confirmation dialog warning that stock tracking will be turned off for all products. After confirming, the "Track inventory" toggle is automatically deactivated for all products.

For managers and administrators

Module requirement

The entire Inventory section requires the Inventory module (moduleInventory) to be enabled in Settings > System > Modules. If the module is disabled, the Inventory button is not shown in the menu and the "Track inventory" toggle is not visible for products in the Catalog.

When disabling the Inventory module, the system shows a confirmation dialog warning that stock tracking will be deactivated for all products that have it enabled. This action cannot be undone — tracking must be re-enabled for each product individually.

Permissions for stock operations

The tabs on the Inventory screen are shown according to the user's permissions. If a user has no permission for any tab, the entire section is unavailable to them.

The "+ New document" button is shown only if the user has at least one of the stock.receive, stock.wastage, stock.adjust, or stock.count permissions. The document type selection dialog then shows only the types the user has permission for.

The stock.receive permission also requires stock.view_levels and stock.view_documents. The stock.set_price_strategy permission (the pricing strategy dropdown on goods receipts) also requires stock.receive.

Warehouse management (stock.manage_warehouses) is by default available only to the Administrator.