Items and catalog

The item profile: stock, prices, history and movement log

See everything about one item on a single page, from its stock in each warehouse to its last purchases and sales and every movement that changed its balance.

Where to find itInventoryItemsItems

2 min readLast updated

The item profile answers the questions people ask about a product every day: how much do we have and where, what did we pay for it, who bought it last, and why did the balance change. It is read-only, so anyone with access to items can use it safely.

Open the profile

  1. Open Inventory › Items › Items.

  2. Select the item's row, or open the row menu and select View. The Item profile opens on the Overview tab.

  3. To change the item, select Edit at the top of the page.

The Overview tab of an item profile with prices, stock summary and variants

The four tabs

Overview

The item's identity, its prices and its Stock summary: Total quantity, Reorder level and a Low stock marker when the item has reached it. If the item has variants, components or commissions, they are listed here too.

Stock

  • Branches: each branch and warehouse with its quantity, Reserved and Available.

  • Units: each unit with its conversion quantity, Barcode and Weight (kg).

  • Price lists: every price list that contains the item and its Sale price there.

History

  • Purchase history: recent purchase lines with date, supplier, branch, quantity, Unit price and total, followed by the total quantity, the Avg. unit price and the Last purchase date.

  • Sales history: the same for sales, with the customer and the Last sale date.

Logs

Inventory logs lists every stock movement, newest first. Each row shows the Movement type, the User, the quantity, the cost price at the time, the branch and warehouse and the Reference document.

The Logs tab with its movement type, branch, warehouse and date filters

Narrow the log with All types, All branches, All warehouses, From date and To date. The type filter offers only the movement types this item has actually had.

Find out why a balance changed

  1. Open the Logs tab.

  2. Choose the warehouse and the dates you are asking about.

  3. Read the movements and their Reference. A sale, a purchase, a transfer or a manual adjustment each shows here with the document that caused it.

Common questions

The profile shows less stock than I expected. Check the Reserved column on the Stock tab, and look for a transfer out that has not been received yet.

Where is the full item card for a period? Use the item card report: see Item card report.

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