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    Inventory Stock Quantity in O2VEND ERP | Stock Control

    Track, adjust, and control inventory stock quantity in O2VEND ERP with audit-ready stock tracking. Stock mismatches, incorrect orderable quantities, and missing lot or expiry details often result in fulfillment delays, audit issues, and inventory losses.

    The Inventory Stock Quantity module in O2VEND ERP enables structured inventory control, reliable stock tracking, and controlled stock adjustments across warehouses and sub-locations.

    This section explains how to view inventory stock quantity, apply manual stock adjustments, track orderable stock movement, and maintain lot, batch, manufacturing date, and expiry records for audit-ready inventory operations.

    This module supports warehouse teams, inventory controllers, and audit operations.

    📊 Accurate stock quantity directly impacts order fulfillment, revenue, and audit compliance.
    This module prevents overselling, expired stock issues, and reconciliation errors.

    What This Module Delivers

    • Real-time inventory stock quantity visibility
    • Accurate stock adjustments with full audit trail
    • Lot, batch, manufacturing, and expiry tracking
    • Audit-ready warehouse inventory control

    Accessing Stock Quantity

    Navigation Path

    Back Office → Inventory → Stock Quantity

    This screen lists all products mapped to the selected warehouse along with real-time stock information.

    🔔 Important
    Only products added to a warehouse appear in this section.
    Refer to Manage Warehouse to create location.

    Search, Filters, and Export Options in Stock Quantity

    The Stock Quantity screen provides inline search filters and an Advanced Filters panel to narrow down inventory records and perform accurate stock analysis.

    Export Stock Quantity Data

    The Stock Quantity screen allows inventory data export for review and reporting.

    Export Current Page

    Downloads only the products visible on the current screen, based on applied filters.
    Useful for quick checks and small data reviews.

    Export All

    Downloads the complete stock quantity list across all pages, respecting active filters.
    Ideal for full inventory audits and reporting.

    Inline Search Filters

    Filters and Search in Stock Quantity

    Inline search fields appear directly below the column headers and allow quick filtering within the stock list. stocksearch

    Available inline filters:

    • Product Name – Search using product display name
    • Product SKU – Filter by SKU or internal product code
    • Current Qty (Min / Max) – Identify low or excess stock
    • Hold Qty – View products with reserved stock
    • Orderable Qty – Filter by sellable stock availability

    These filters help quickly locate products with stock variance or availability issues.

    Advanced Filters

    Selecting Advanced opens the complete filter panel.
    All dropdown-based filters are available only inside this section.

    stockadvancesearch

    Filters available inside Advanced Filters:

    • Options – Filter products based on configured options
    • Attributes – Narrow inventory using product attributes
    • Vendors – View stock linked to specific vendors
    • Show Online (True / False) – Filter products available for online sale
    • Approval Status (Approved / In Review) – Review product approval state
    • Publish Status (Published / Not Published) – Identify catalog visibility

    Advanced filters support deep inventory review, catalog validation, and audit-ready stock analysis.

    ✅ Apply and Clear Actions

    • Apply – Displays stock quantity data based on selected filter conditions
    • Clear – Resets all filters and restores the default inventory view

    These actions help maintain controlled filtering without affecting inventory data.

    Information Displayed

    Each row represents a product with detailed inventory data:

    stockquantityupdate

    • Product Name & SKU – Product identification
    • Current Quantity – Physical stock available
    • Hold Quantity – Reserved stock
    • Orderable Quantity – Available stock for orders
    • Adjusted Quantity (+ / -) – Manual stock correction
    • Lot / Batch / Expiry – Lot-level inventory control
    • Notes – Reason for stock change
    • Actions – Create Lot, View Lots, sublocation details, View History

    This consolidated view supports accurate inventory control and reliable stock tracking.

    Updating Inventory Stock Quantity

    When Stock Adjustment Is Required

    Stock adjustments are typically performed during:

    • Physical stock audits
    • Damage or loss reporting
    • Initial stock entry
    • Manual corrections during reconciliation

    Steps to Adjust Stock Quantity

    Step 1: Select Warehouse / Location

    Choose the required Branch / Warehouse from the dropdown list.

    ✅ Ensures stock changes apply to the correct location

    Step 2: Enter Adjusted Quantity

    Enter values in the Adjusted Quantity column:

    • Positive value to increase stock
    • Negative value to reduce stock

    stockadjust

    Examples:

    • +10 → Adds stock
    • -2 → Removes stock

    This update recalculates current and orderable stock levels.


    Step 3: Add Notes

    Provide a clear reason in the Notes field.

    Recommended examples:

    • Stock take adjustment – Jan audit
    • Damaged items removed
    • PO#987 – manual inward

    ✍️ Notes help maintain a clear audit trail for inventory changes.

    Step 4: Save the Adjustment

    Click Save to apply changes.

    • Current Quantity updates immediately
    • Orderable Quantity recalculates automatically
    • Stock history is recorded for future reference

    Stock History Tabs – Inventory Movement Breakdown

    The Stock History section is divided into two purpose-driven tabs.
    Each tab highlights a different type of inventory movement to ensure clear accountability, traceability, and inventory accuracy.

    How to View History

    Select the required product row and click View History to view all stock movements recorded for the item.
    This section maintains a complete, audit-ready timeline of inventory changes for accuracy and traceability.


    Adjustments Tab

    The Adjustments tab displays all manual stock corrections, including the adjustment date, reason, quantity change, lot reference, sub-location, and the user who performed the update.
    This view helps validate inventory corrections made during audits, damage reporting, or reconciliation activities.

    stockquantityadjustment view


    Orderables Tab

    The Orderables tab shows stock movements generated by sales orders and stock reservations, reflecting how available inventory is consumed through order processing.
    This view explains changes in orderable quantity over time and supports accurate sales availability tracking.

    stockquantityorderables view

    Managing Lot-Based Inventory

    Lot tracking is essential for products requiring batch control, expiry monitoring, or regulatory compliance.


    Creating a Lot

    Select Create Lot for lot-enabled products.

    createlotinstockquantity

    Lot Field Definitions

    Field Example Description
    Lot Number LOT-2025-12-29 Unique batch identifier
    Adjusted Quantity 1000 Quantity assigned to the lot
    Mfg Batch MFG-BATCH-001 Manufacturing batch reference
    Mfg Date 29-12-2025 Production date
    Expiry Date 28-12-2026 Product expiry date

    📌 Date format: DD-MM-YYYY

    Click Save to create the lot.

    Viewing Lot Details

    Select View Lots to access:

    • Lot numbers
    • Manufacturing batch information
    • Manufacturing and expiry dates
    • Lot-wise quantities
    • Adjusted quantities

    viewlotin stockquantity This supports FIFO / FEFO, expiry management, and recall tracking.

    Sub Location Stock Transfer

    The Sub Location Transfer screen opens when the stock transfer icon is selected from the Stock Quantity list.
    This feature is used to move stock between sub-locations within the same warehouse without changing the total inventory quantity.

    stocktransfer

    Screen Details

    • Product – Displays the selected product name and code
    • Branch – Shows the branch where stock is maintained
    • Location – Main warehouse linked to the product
    • From Sub Location – Source sub-location of the stock
    • Current Quantity – Available stock in the source sub-location

    Transfer Information

    • To Sub Location – Destination sub-location inside the warehouse
    • Quantity – Stock quantity to be moved
    • Remove (✖) – Deletes the destination row if not required

    This process ensures accurate sub-location-level inventory control and smooth warehouse operations.

    Related Topics

    • Create Delivery Challans from Inventory
    • View Complete Stock History Reports
    • Warehouse to Warehouse Stock Transfer

    🔗 Learn More from O2VEND Blogs

    For detailed strategies, tips, and step-by-step guidance, check out these O2VEND blogs:

    • Innovative Inventory Strategies: Preventing Stockouts & Overstock
    • Reduce Stockouts & Overstocks with Simple Forecasting
    • Simplify Your Inventory Management with O2VEND Back Office
    • 5 Tips for Improving Your Inventory Management with O2VEND
    • How to Do Physical Inventory / Stock Taking Processes in O2VEND
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