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Tracking Stock Movements

Last updated 22/01/2021

How to use the Track Stock Movements module to examine movements of your products.

Overview

The Track Stock Movements module maintains a record of every stock movement including stock moving in, out, and within the system. This can be particularly useful if you have an unexpected level of stock on hand and would like to investigate the cause.

To locate the module:

  1. On the left navigation, click Stock.
  2. Click Track Stock Movements.

Tracking Movements of a Product

Typically, this module is used to examine the movements of a single product.

To search for movements of a product:

  1. Enter the product name into the Products search field.
  2. Fill in the other search fields, if necessary.
  3. Apply filters to narrow down the results, if necessary.
  4. Click Search to display the results.

The resulting table below will show all of the stock movements for the product that match your additional search criteria.

Table Interpretation

Each row in the table represents a single movement of stock. However, movements containing products from multiple batches will be split into separate rows, with one row per product batch.

Inward movements relate to an increase in stock on hand (SOH) and Outward movements relate to a decrease in SOH.  The total number at the bottom of the table is the total Stock on Hand for the selected product

The net change in stock resulting from all of the displayed movements is shown in bold at the bottom of the table, under the SerialQty column.
Key Column Descriptions
TransType The type of transaction that caused the stock movement
Ref The reference code of the original transaction, enabling you to locate for the transaction that resulted in the stock movement
BatchNos Batch number of the products. If the products are not tracked by batch, this column will instead show the product type e.g. FIFO.
SerialQty Changes in stock level. Positive quantities represent increases in stock on hand, negative quantities represent decreases in stock, and zero represents no change in stock level.
Direction Positive values represent stock moving into Cin7, negative represent movements out, and 0 represents no change.

Each Branch Transfer is made up of two stock movements:

  1. Decrease in stock as the product leaves the original branch
  2. Increase in stock as the product is received into the new branch