The total inventory cost at the bottom of the page is the total of all items on the page and not your entire inventory. You can get your full inventory total by running an inventory report.
Move stock between users/holders
If a user has had the setting Do not show as Inventory Stock Location turned off in Site Admin, they will still be available as an option in the To dropdowns, until they have no stock allocated to them.
To move stock between users or holders:
Find the item in the Item List view and click the Allocate button on the far right of the line item.
Complete the Allocate Stock fields as described in the table below.
Once movements or stock quantities have been entered, click Save.
Displays the existing user / holder of stock.
Displays the quantity of stock held by this resource.
Enter the quantity of stock to be moved from this resource.
Select where the stock is moving to.
Manually enter a value to correct the quantity of stock (increase in Qty) held by the resource.
Manually enter a value to correct the quantity of stock (decrease in Qty) held by the resource.
When moving or correcting stock quantities, you can enter adjustment notes for reference purposes. Adjustment notes can be included in the Search Stock Activity view and Inventory reports.
Move all stock in bulk
If a resource leaves your company, you can easily move all of their assigned stock to another resource, custom holder, or business unit.
From the Item List view, click Stock Assigned To... and select the resource concerned.
Scroll down to the bottom of the list of items allocated to that resource and click Allocate All.
Select a user or holder from the dropdown list.
The Stock Activity view displays item details and stock movement within a user defined date range.
Go to Manage > Inventory.
Click Stock Activity.
Enter a From and To date range.
In the Search Inventory field, enter a part number, item name, identifier, manufacturer, or barcode.
Select a search term using the dropdown or leave the default All selected.
The table below explains the column headings that are displayed above the stock activity list.
The part number of the item from the inventory card.
The item name or description from the inventory card.
A secondary identifier such as a storage location number from the inventory card.
Item unit cost value (excluding GST) from the inventory card.
This is the current stock level.
This is the quantity purchased during the selected date range.
This is the quantity used/sold during the date range.
This is the overall quantity of adjustments during the selected date range. This includes manual adjustments and stocktakes.
This is the overall quantity of adjustments from credit notes. During the selected date range. This may include items that you have returned to the supplier or items that the client has returned to you.
A supplier credit note (against a bill) will reduce stock as you are returning items to your supplier. A client credit note (against an invoice) will add stock as the client is returning items to your business.
Search Stock Activity
To view the details of stock activity, click an item name to view stock movements.
Filter item stock activity
You can filter the Stock Activity list further by using the Search Inventory box and the Stock Assigned To... button.
The table below explains the columns that are displayed in the Stock Activity window.
Some columns are disabled by default. Enable these using the Columns button.
Date of stock activity
The type of activity. Such as purchasing the item, booking it out on a task or moving it to another stock location. Other activity types include adjustments (from a stocktake) and credit note allocations.
The stock location where the activity occurred. This includes business units, users and custom holders.
How much stock increased because of the activity.
How much stock decreased because of the activity.
Any additional details such as the name / number of the associated task, bill or credit note.
Who triggered the activity in AroFlo.
Any supplier linked to the purchase or credit note (if applicable)
Any client linked to the task or credit note (if applicable)
Any notes that were included if the activity was an adjustment.
Line Part No.
The part number on the associated purchase order, task, bill, credit note etc. Useful when different to the inventory item.
The description on the associated purchase order, task, bill, credit note etc. Useful when different to the inventory item.
The running total of stock levels from activities displayed in the window. Activities that are 'filtered out' (e.g. from date range or the filters in the column headings) are not included. This field is calculated using the visible Qty In and Qty Out fields. Useful if you want to see the stock level changes in a specific stock location.
Applying any filter or changing the date range will re-calculate the running total.
This field requires the stock activity window to be sorted by date (ascending).
The company wide stock level at the time of each activity, across all business units, users and custom holders.