From Manage > Inventory, use the main Inventory tab to:

• Search for inventory items.
• Update item pricing and stock levels.
• Monitor stock activity and holders.
• Move stock between users/holders.

Inventory Item list

The Inventory Item List view displays item details including current stock levels and pricing information. Pricing and stock levels for users/custom holders can easily be updated from this view.

1. Go to Manage > Inventory.
2. In the Search Inventory box, enter a part number, item name, identifier, manufacturer, or barcode
3. Select a search term using the dropdown or leave the default All selected.
   
4. Click Search.
   

   Filter categories or inventory items

   If you only want to see items for a particular category, click the category name on the left of the screen.

    
5. Click Stock Assigned To... to choose a specific stock location/s. Click a name from the dropdown list to display the inventory list for that user/holder.
   

   The results will be from the category selected. You can hide items that are not currently assigned (to the selected stock holder) by selecting Only Assigned Items in the dropdown.

    

Move stock between users/holders

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.

Explanation of fields

Column	Description
Resource	Existing user / holder of stock.
Stock	Quantity of stock held by this resource.
Move Qty	Enter the quantity of stock to be moved from this resource.
To	Select where the stock is moving to.
Correction Up	Enter a value to correct the quantity of stock (increase in Qty) held by the resource.
Correction Down	Enter a value to correct the quantity of stock (decrease in Qty) held by the resource.
Adjustment Note	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. This needs to be performed prior to archiving the user.   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. Click Save.

If you only want to see items for a particular category, click the category name on the left of the screen.

 

Stock activity

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. Click Search.

Explanation of fields

Column	Description
PartNo	The part number of the item from the inventory card.
Item	The item name or description from the inventory card.
Identifier	A secondary identifier such as a storage location number from the inventory card.
Cost	Item unit cost value (excluding GST) from the inventory card.
Current	This is the current stock level.
Purchased	This is the quantity purchased during the selected date range.
Booked Out	This is the quantity used/sold during the date range.
Adjustments	This is the overall quantity of adjustments during the selected date range. This includes manual adjustments and stocktakes.
Credits	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.   Some columns are disabled by default. Enable these using the Columns button.

Explanation of fields

Column	Description
Date	Date of stock activity
Type	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.
Stock Location	The stock location where the activity occurred. This includes business units, users and custom holders.
Qty In	How much stock increased because of the activity.
Qty Out	How much stock decreased because of the activity.
Details	Any additional details such as the name / number of the associated task, bill or credit note.
Action By	Who triggered the activity in AroFlo.
Supplier	Any supplier linked to the purchase or credit note (if applicable)
Client	Any client linked to the task or credit note (if applicable)
Adj. Notes	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.
Line Description	The description on the associated purchase order, task, bill, credit note etc. Useful when different to the inventory item.
Filtered Total	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).
Running Total	The company-wide stock level at the time of each activity, across all business units, users and custom holders.