Monitoring Stock

Goal

Check the physical quantity of each material, packaging part, or finished product by location and batch.

Before You Start

• Inventory transactions exist for the items you want to review.
• Location hierarchy is configured.

Steps

1. Open Reports > Inventory Report.

2. Use the Location filter to scope results (all locations or a specific location tree).

3. Use Search report… to narrow by item, SKU, location, or batch/lot.

4. Review table fields shown on this report:

   • Item
   • SKU
   • Location
   • Batch / Lot
   • Quantity

   

5. Choose a parent location to include its child locations, such as all the shelves within your studio.

Expected Result in Formul

• Each row identifies the item, lot, location, and physical quantity on hand.
• Reservations don’t reduce Quantity in this report. To decide what you can promise to an order, also check the item’s Available stock in Inventory.

Use the location filter before placing a new purchase order. The material you need may already be on another shelf or at another site and only need a transfer.

If Something Looks Wrong

• Confirm location filter scope includes child locations when expected.
• Cross-check against recent receipts, transfers, production, and shipments in the ledger.

Next Step

Review financial value impact in Inventory Valuation.