Stock

Stock Types

Stock Types are used as optional, independent labels for stock records. They provide an additional layer of identification but do not control or restrict the items beneath them. When setting up a stock type, you define the name and description.

See How to Create Stock Types, Groups & Sub Groups to see common ways to categorise stock items.

Group

Stock Groups are used to configure the major systems or areas of stock, serving as the first structural layer in inventory organisation. They categorise items at a high level, ensuring clarity and consistency in reporting. When setting up a stock group, you define the name and description.

See How to Create Stock Types, Groups & Sub Groups to see common ways to categorise stock items.

Sub Group

Stock Sub Groups are used to break down stock groups into more specific components, providing finer detail and structure beneath the main group. They ensure that inventory records are consistently classified at both the group and sub group level. When setting up a stock sub group, you define the name, description, and the parent group it connects to.

See How to Create Stock Types, Groups & Sub Groups to see common ways to categorise stock items.

Stock Adjustment Reasons

Stock Adjustment Reasons are used to configure reasons for stock adjustments, providing clarity and consistency when inventory records are updated. They ensure that changes to stock levels are properly classified and traceable for reporting. When setting up an adjustment reason, you define the name, description and status.