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Stock Management

Last updated: December 24, 2025

Track and manage your parts inventory.

Overview

Stock management tracks the quantity of each part in your inventory. The system automatically adjusts stock when parts are used in repair orders.

Key Features

  • Automatic Stock Tracking - Stock is deducted when parts are added to orders
  • Stock History - Complete history of all stock movements
  • Backorder Support - Allow orders even when stock is insufficient
  • Low Stock Alerts - Warnings when stock falls below threshold

Viewing Stock

On Parts List

The parts list shows current stock for each part:

  • Green: Stock is healthy
  • Yellow: Stock is low (at or below threshold)

parts_stock_status

On Part Details

Open a part to see detailed stock information:

  • Current stock quantity
  • Low stock threshold
  • Stock history

Stock Adjustments

Automatic Adjustments

Stock is automatically adjusted when:

  • Part added to order - Stock is deducted
  • Part removed from order - Stock is returned
  • Order cancelled - All parts stock is returned

Manual Adjustments

To manually adjust stock:

  1. Open the part details
  2. Click Adjust Stock
  3. Enter quantity:
    • Positive number to add stock (e.g., +10)
    • Negative number to subtract (e.g., -5)
  4. Enter reason for adjustment
  5. Click Save

manual_stock_adjustment

Stock History

View all stock movements for a part:

  1. Open part details
  2. Go to Stock History tab

Each entry shows:

  • Date and time
  • Quantity change (+/-)
  • Reason for change
  • Related order (if applicable)
  • Notes

stock_history_tab

Backorder

When stock is insufficient but backorder is enabled:

How It Works

  1. Part has 5 in stock, order needs 8
  2. System deducts available 5 (stock becomes 0)
  3. Remaining 3 is marked as backorder
  4. Order shows backorder indicator

Enabling Backorder

  1. Go to Settings > Inventory
  2. Enable Allow Backorder
  3. Save settings

Viewing Backorders

Orders with backorders show a warning indicator. View backorder quantity on the order's parts list.

backorder_indicator

Low Stock Alerts

Setting Threshold

Each part can have its own low stock threshold:

  1. Edit the part
  2. Set Low Stock Threshold (e.g., 5)
  3. Save

When stock falls to or below this level, the part is flagged.

Default Threshold

Set a default threshold for new parts in Settings > Inventory.

Viewing Low Stock

Low stock parts appear:

  • On the dashboard widget
  • In the parts list (filtered)
  • With warning indicators

low_stock_alert

Best Practices

  1. Set thresholds - Configure low stock thresholds for important parts
  2. Regular audits - Periodically verify physical stock matches system
  3. Use adjustments - Record all stock changes with reasons
  4. Monitor backorders - Fulfill backorders promptly