> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Stock Levels, Movements, and Waste

> Record stock additions, waste, and transfers; view current stock status for every inventory item; and audit the full history of all stock movements from the web admin.

Use **Inventory Stocks** to add stock to your inventory, log waste or spoilage, move stock between branches, and see at a glance which items are healthy, running low, or completely out. The companion **Inventory Movements** screen gives you a searchable, filterable history of every transaction that has ever touched your stock.

<Note>
  You need the **Show Inventory Stock** permission to access stock levels and add entries. You need the **Show Inventory Movement** permission to access the movements history. If either section is missing from your menu, ask your administrator to grant you access.
</Note>

***

## Current stock levels

Go to **Inventory > Inventory Stocks** to see the live stock table. Each row shows an inventory item, its current quantity and unit, and a status badge:

| Status           | What it means                                               |
| ---------------- | ----------------------------------------------------------- |
| **In stock**     | Quantity is above the item's low-stock threshold            |
| **Low stock**    | Quantity is at or below the threshold but greater than zero |
| **Out of stock** | Quantity has reached zero                                   |

You can narrow the list using the **Status** filter (in stock / low stock / out of stock), the **Category** filter, and the search bar (item name).

To export the current stock snapshot, click **Export** — the file downloads as an Excel spreadsheet.

***

## Adding a stock entry

Every change to stock quantity is recorded as a typed entry. Open **Inventory > Inventory Stocks**, then click **Add Stock Entry**.

<Steps>
  <Step title="Choose the transaction type">
    Select one of the four types:

    * **IN** — stock received or purchased (adds to quantity)
    * **OUT** — manual removal of stock (reduces quantity)
    * **WASTE** — spoilage or disposal (reduces quantity)
    * **TRANSFER** — move stock to another branch (reduces quantity at this branch)
  </Step>

  <Step title="Select the inventory item">
    Type in the search box to find the item. Only items already created under Inventory Items appear here.
  </Step>

  <Step title="Enter the quantity">
    Enter the amount being added, removed, wasted, or transferred.
  </Step>

  <Step title="Fill in type-specific fields">
    Each transaction type shows additional fields relevant to it:

    **For IN (stock received):**

    * **Unit purchase price** — cost per unit for this batch
    * **Supplier** — who supplied this stock
    * **Expiration date** — date this batch expires (optional but recommended for perishables)

    **For WASTE:**

    * **Waste reason** — a brief note explaining why the stock was discarded

    **For TRANSFER:**

    * **Destination branch** — the branch receiving the stock

    OUT entries require only the quantity.
  </Step>

  <Step title="Save the entry">
    Click **Save**. The current stock quantity updates immediately and the transaction appears in the movements history.
  </Step>
</Steps>

<Tip>
  Recording expiration dates on every IN entry means the Inventory Dashboard can warn you about stock expiring within 7 days before it becomes waste.
</Tip>

<Warning>
  WASTE and OUT entries permanently reduce stock. Double-check the quantity before saving — you can edit a movement record afterwards if you need to correct a mistake.
</Warning>

***

## Syncing stock with menu items

If your menu items are linked to inventory via [Recipes](/inventory/recipes), stock is automatically deducted each time an order is placed. Use the **Sync stock with menu items** action on the Stocks page if you notice quantities are out of sync after a connectivity issue or manual correction.

***

## Movements history

Go to **Inventory > Inventory Movements** to see every stock transaction in chronological order. Each row records:

* The transaction type (stock added / order used / waste / transfer)
* The inventory item, quantity, and unit
* The date and time of the movement
* The staff member who recorded it
* The item category
* A reference to the related order (if the movement was triggered by a POS sale) or batch production run

### Filtering and searching

Use the filters at the top of the page to focus on what you need:

| Filter         | Options                                        |
| -------------- | ---------------------------------------------- |
| **Type**       | Stock added / order used / waste / transfer    |
| **Date range** | Today / this week / this month / this quarter  |
| **Category**   | Any inventory category                         |
| **Search**     | Item name, staff member name, or category name |

Click any column header to sort the list by that column.

### Editing a movement

If a quantity or detail was entered incorrectly, find the movement in the list and click **Edit**. Correct the details and save. The stock quantity recalculates to reflect the change.

### Exporting movements

Click **Export** to download the filtered movement list as a CSV file. Apply your date range and type filters first to export only the data you need.

***

## Related

* [Inventory Dashboard and Items](/inventory/dashboard-and-items) — set threshold quantities that control low and out-of-stock status
* [Recipes and Ingredient Costing](/inventory/recipes) — link menu items to inventory so sales deduct stock automatically
* [Purchase Orders and Suppliers](/inventory/purchase-orders-suppliers) — create purchase orders that record IN movements when stock is received
* [Inventory Reports and Settings](/inventory/reports-and-settings) — usage, waste, and COGS reports across all movements