Overview
- See how many items are in stock, low, or out of stock
- Get a quick view of inventory health
- Access links to stocks, movements, and reports
Prerequisites
- The Inventory module must be enabled.
- You need permission to view Inventory Stock.
Step-by-Step Actions
1. Open the Inventory Dashboard
- In the left sidebar, expand Inventory.
- Click Dashboard.
- The Inventory Dashboard opens with summary cards.
2. Understand the stats
- Available items – Items above your threshold
- Low stock – Items at or below threshold (need restocking)
- Out of stock – Items with zero quantity
- Total value – Worth of current stock (if calculated)
3. Take action from the dashboard
- Use the links or buttons to go to:
- Inventory Stocks – Add or adjust stock
- Inventory Movements – View or add movements
- Purchase Orders – Create orders for low-stock items
Common Mistakes and How to Avoid Them
| Mistake | How to avoid |
|---|---|
| Ignoring low-stock alerts | Review the dashboard daily and create Purchase orders before items run out. |
| Wrong branch | For multi-branch setups, ensure the correct branch is selected—stock is branch-specific. |
| Thresholds too low | Set stock thresholds in Inventory items so the dashboard alerts you in time to reorder. |
End Result
- You see at a glance which items need attention.
- You can quickly open stocks or purchase orders.