Stock history
Stock ledger adjustments under Products → History.
Access
- Route:
/stockledger - Permission:
inventory.ledger.view - Module: Inventory — missing module shows plan upsell
- Offline: not available
- Phone: create/edit redirect to the list
You can
- Browse ledger transactions (product, location, qty, time, member, source)
- Jump from a row to the related inventory product view
- Adjust stock create/edit with
inventory.transaction.create
You cannot
- Open History without Inventory module + ledger view
- Create/edit adjustments without
inventory.transaction.create - Create/edit on phone
- Delete ledger rows from this page
- Use this area offline
How to
Browse the ledger
- Open Stock history; use the filter bar (e.g. by Source) to narrow the list.
- Click a row for a product to jump to its Inventory page.
Adjust stock (create)
- Click Adjust stock, then choose Stocktake (verify counts against system records) or Write-off (remove damaged/expired/lost stock).
- Pick a Location — it defaults to your default location; if none is set up, you're prompted to create one under Settings first.
- Search and add each product:
- Stocktake: set the unit type/size, Best before date and Qty; toggle a line between Add and Replace, or turn on Reset stock levels to replace stock on every line.
- Write-off: pick the batch (lot) being removed, enter Qty (capped at the batch's available stock) and a Reason.
- Click Create to save and return to Stock history.
Adjust stock (edit)
- Open
/stockledger/edit/:idto reach the same Stocktake/Write-off screen for an existing entry.
Updated 2 months ago
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