View Inventory
For: Anyone who needs on-hand qty and value by item — not a transfer, not an adjustment
View Inventory is the live stock position. Each row is one item: available quantity, stored value, min/max status. Click a row for warehouses, batches, and the pipeline (incoming vs committed). It does not create stock. Sales, purchase, production, transfers, and adjustments do — when those documents actually post.
Note: Only items with Track inventory on show here. Service items and goods with Track inventory off do not.
What this module does
1. The list, totals, and stock-status tiles
Title View Inventory. Header stats: Total Count, Total Value, Total Qty. Tiles: In Range, Below Min, Above Max, No Range with counts. Export (xlsx). Toolbar for column picker, refresh, reset filters, and Inventory Analytics (needs Inventory Analytics view).
Note: Rows are tracked inventory items. A Service item or a goods item with Track inventory off is not on this list.
| Column | What it shows |
|---|---|
| Item# | Item number from Item Master |
| Item Status | Active or Inactive on the item |
| Item Name | Name from Item Master |
| Item Type | Type from Item Master |
| Model No | Model number when set |
| Group | Item Group |
| Total Available Qty | On-hand quantity. Company total, or the sum in the warehouses you filtered |
| Total Valuation | Stored inventory value for that same scope — not a live qty × average on this screen |
| Minimum / Maximum Stock Level | From Item Master. Used by the stock-status tiles and the Stock Status column |
| Stock Status | Low Stock, Overstocked, or In Stock from min/max vs available qty |
| Stock Variance | How far below min (Low Stock) or above max (Overstocked). Blank when In Stock |
| Added By / Created At / Updated By / Updated At | Who last touched the item inventory record |
Action: View Stock Details (same as row click) and View ledger.
2. Search, filters, and export
Search: Matches item name, item type, item number, or model number.
Include out-of-stock items: Switch. Off by default — rows with available qty 0 are hidden.
What (filter drawer): Item Status (Active / Inactive), Item Type, Item Group, Item.
Where: Division, then Branch, then Warehouse. Qty and value then show only those warehouses.
Export: Export Inventory Stock — xlsx only. Columns: Item ID, Item Name, Item Type, Model No, Item Group, Total Available Qty, Total Valuation. Uses the same filters, including out-of-stock.
Note: There is no date range and no category filter on this list. Item Group is the closest grouping.
3. Item detail — overview, pipeline, warehouses
Row click → item name in the header, Item#, Active/Inactive. Stats: Total Stock, Inventory Value. View Ledger on the right.
Item Summary: Item No, Item Name, Item Type, Model No, Item Group.
Inventory Summary: Total Opening Stock, Total Available Stock, Inventory Sales Method (FIFO), Total Inventory Value.
Inventory Pipeline: Available now + Incoming − Committed = Projected. Incoming: purchase orders (Accepted / Partially Recorded, not yet received or billed) plus GRPOs Recorded that have not added stock. Committed: quotes Sent/Accepted, sales orders Open/Partially Recorded less delivered or invoiced, and standalone delivery challans Sent that have not deducted yet. Draft documents are shown but excluded from totals.
Warehouses: Division, Branch, Warehouse, Opening Stock, Available Stock, Valuation.
Warning: Projected can go negative (Short by …). That is committed demand vs on-hand plus incoming — it is not a posted negative stock figure on the list.
4. Batches and deductions
Batches table: Batch No, Division, Branch, Warehouse, Quantity, Remaining Qty, Purchase Price, Vendor / User batch numbers, Vendor Expiry, Document ID, Source Type. Click a batch → Batch Details drawer with Quantity, Remaining Qty, Purchase Price, and a Deductions table (Document No, Source Type, Quantity Deducted, Selling Price, Deducted At).
Source types you will see on batches include GRPO, Bill, Credit Note, production, opening stock, existing inventory, manual stock add, inventory transfer (manual or production), inventory adjustment, and rejection recovery. Document ID opens that document when a route exists.
5. View Ledger
List action or detail button. Opens Reports → Item Ledger filtered to this item — the movement history (In / Out by document). That is not Chart of Accounts and not Accountant → Account Ledger.
Business rules
| Topic | Rule |
|---|---|
| This is a stock position, not a period report | There is no date range, Opening Qty, In, or Out on this list. Those movements live on Reports → Item Ledger and on the item's batch drawer |
| Tracked inventory items only | This list is Track inventory goods. Service items never get a stock record and never appear. Items with Track inventory off do not show — they do not hold stock |
| Zero stock is off by default | Include out-of-stock items must be on to see rows whose available qty is 0. Header Total Count / Total Qty / Total Value follow the current filters |
| Min / max tiles | In Range, Below Min, Above Max, No Range. No Range = both min and max are 0 or empty. Click a tile to filter. Click again to clear. Bounds are Item Master minimum / maximum stock level |
| Valuation | Total Valuation is the stored inventory value (qty × purchase price on each batch, FIFO on deduct). Inventory Sales Method on the item is FIFO. LIFO is labelled Coming soon and disabled |
| When the number changes | Available qty moves when a document actually posts stock: Invoice or Delivery Challan per Inventory Config, GRPO or Bill per Inventory Config, production, Inventory Transfer Approve, Inventory Adjustment Approve. A Sales Order never takes stock. A Pending transfer or Draft adjustment does not |
| View Ledger | Opens Reports → Item Ledger for that item. It is not Accountant → Account Ledger |
| No Add, Edit, or Delete here | This screen is view + export. Create items on Item Master. Move stock on Transfer or Adjustment |