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Find your stock: on hand, net, variants, spares and the ledger

Read the stock panel, group 72 variants by thickness, show only spares, and see every movement.

4 min readOpen this screen in Trakto

How many 18 mm mats do I really have, and what is already promised?

Inventory → On Hand shows each item's stock; open a product to group its variants by any attribute. Click any item for on hand, net, batches and its full ledger.

1On hand, available and net

WhereInventory → On Hand → click the item

On hand, then Available to promise, then Net, then Where it is, then Filter the batches
  1. 1On handIn the store plus work in progress on the floor.
  2. 2Available to promiseStore stock minus what orders have reserved. Negative = oversold.
  3. 3NetStore stock + incoming (work orders, POs) − committed to orders.
  4. 4Where it isStore, shop floor, subcontractor, incoming, in transit.
  5. 5Filter the batchesBy variant, work order or date: each batch with qty and cost per piece.
FigureMeans
On handIn the store + work in progress on the floor
Available to promiseStore stock − what orders have reserved
NetStore stock + incoming (work orders, POs) − committed to orders

272 variants, grouped your way

72V, then Group by, then Filter, then Each group
  1. 172VClick to open the product's variants right in the list.
  2. 2Group byGroup the variants by any attribute: here Thickness.
  3. 3FilterTap a chip: only 18 mm, only Side-lock, or both.
  4. 4Each group12 mm (6 variants), then 15 and 18 mm, each with on hand and runway.

3Only spares, only raw materials

Filters, then Insights, then Item type
  1. 1FiltersThe sliders icon at the left of On Hand.
  2. 2InsightsLow stock, short runway, needs reorder, fast and non-moving items.
  3. 3Item typeRaw Materials, Spares or Consumables: see only your spares, for example.

4Every movement: the ledger

WhereInventory → On Hand → the item → Movements

Movements, then Filter by type, then One move, then Batch details
  1. 1MovementsThe item's full stock ledger.
  2. 2Filter by typeReceipts, dispatches, adjustments, consumption, returns …
  3. 3One moveDate, what it was and its document, quantity, running balance, rate and value.
  4. 4Batch detailsClick a row for the lots it touched.

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