[{"data":1,"prerenderedAt":532},["ShallowReactive",2],{"guide:en:inventory-management/stock-items":3},{"id":4,"title":5,"body":6,"description":524,"extension":525,"meta":526,"navigation":527,"path":528,"seo":529,"stem":530,"__hash__":531},"guide_en/en/user/inventory-management/stock-items.md","Stock Items — Inventory Balances by Location",{"type":7,"value":8,"toc":509},"minimark",[9,14,18,23,34,40,68,73,93,97,102,105,131,134,138,141,152,155,166,170,175,194,199,226,232,243,247,252,263,268,282,287,298,302,307,337,343,354,358,365,379,384,402,406,409,431,434,438,443,454,459,470,475,486,491],[10,11,13],"h1",{"id":12},"stock-items","Stock Items",[15,16,17],"p",{},"A stock item represents the current balance of a specific resource at a specific site — for example, 500 m of Cat6 Cable at the Central Warehouse, or 10 mounting brackets in a worker's personal inventory. You never edit balances directly: every change comes from a transaction (receipt, transfer, consumption, or adjustment), ensuring a complete audit trail. A single resource can have multiple stock items spread across many sites simultaneously.",[19,20,22],"h2",{"id":21},"stock-item-structure","Stock Item Structure",[15,24,25,30],{},[26,27],"img",{"alt":28,"src":29},"Stock Items List","/guide/inventory-management/stock-items-list.png",[31,32,33],"em",{},"Stock items page showing current inventory balances across different sites",[15,35,36],{},[37,38,39],"strong",{},"Core Fields:",[41,42,43,50,56,62],"ul",{},[44,45,46,49],"li",{},[37,47,48],{},"Resource"," - Reference to resource definition (e.g., \"Cat6 Cable\")",[44,51,52,55],{},[37,53,54],{},"Site"," - Storage location (warehouse, vehicle, person)",[44,57,58,61],{},[37,59,60],{},"Volume"," - Current quantity/amount",[44,63,64,67],{},[37,65,66],{},"UOM"," - Unit of measure (must match resource's supported UOMs)",[15,69,70],{},[37,71,72],{},"Metadata:",[41,74,75,81,87],{},[44,76,77,80],{},[37,78,79],{},"Batch/Lot Number"," - Optional tracking for receipt batches",[44,82,83,86],{},[37,84,85],{},"Expiration Date"," - For materials with shelf life",[44,88,89,92],{},[37,90,91],{},"Properties"," - Flexible JSON for custom tracking (damage notes, supplier info, etc.)",[19,94,96],{"id":95},"how-stock-items-work","How Stock Items Work",[98,99,101],"h3",{"id":100},"automatic-balance-updates","Automatic Balance Updates",[15,103,104],{},"Stock item volumes update automatically through transactions:",[41,106,107,113,119,125],{},[44,108,109,112],{},[37,110,111],{},"Receipt"," - Increases volume (new inventory arrives)",[44,114,115,118],{},[37,116,117],{},"Transfer"," - Reduces source volume, increases destination volume",[44,120,121,124],{},[37,122,123],{},"Consumption"," - Reduces volume (field work depletes stock)",[44,126,127,130],{},[37,128,129],{},"Adjustment"," - Manual correction (sets new volume, records reason)",[15,132,133],{},"You never manually edit volumes - create transactions instead.",[98,135,137],{"id":136},"one-resource-multiple-stock-items","One Resource, Multiple Stock Items",[15,139,140],{},"A single resource can have many stock items across different sites:",[142,143,148],"pre",{"className":144,"code":146,"language":147},[145],"language-text","Resource: \"Cat6 Cable\" (meters)\n  Stock Item A: 500m at Central Warehouse\n  Stock Item B: 50m at Field Site 12\n  Stock Item C: 10m in John's vehicle (personal site)\n  Stock Item D: 25m in Jane's vehicle (personal site)\n","text",[149,150,146],"code",{"__ignoreMap":151},"",[15,153,154],{},"This enables:",[41,156,157,160,163],{},[44,158,159],{},"Site-specific inventory visibility",[44,161,162],{},"Peer-to-peer transfers between workers",[44,164,165],{},"Per-location minimum stock alerts",[19,167,169],{"id":168},"creating-stock-items","Creating Stock Items",[15,171,172],{},[37,173,174],{},"Manual Creation:",[176,177,178,181,184,187],"ol",{},[44,179,180],{},"Navigate to Inventory → Stock Items",[44,182,183],{},"Click \"Add Stock Item\"",[44,185,186],{},"Select resource and site",[44,188,189,190,193],{},"Initial volume set via ",[149,191,192],{},"receipt"," transaction (not direct entry)",[15,195,196],{},[37,197,198],{},"Automatic Creation via Receipt:",[176,200,201,207,218],{},[44,202,203,204,206],{},"Create transaction type ",[149,205,192],{}," at destination site",[44,208,209,210],{},"If no stock item exists for that resource + site combination:\n",[41,211,212,215],{},[44,213,214],{},"Stock item created automatically",[44,216,217],{},"Volume set to receipt amount",[44,219,220,221],{},"If stock item already exists:\n",[41,222,223],{},[44,224,225],{},"Volume increased by receipt amount",[15,227,228,231],{},[37,229,230],{},"Automatic Creation via Transfer:","\nWhen QR pickup scanned:",[41,233,234,237,240],{},[44,235,236],{},"Stock reduced at source (existing stock item)",[44,238,239],{},"New stock item created at recipient's personal site (if doesn't exist)",[44,241,242],{},"Or recipient's existing stock item increased",[19,244,246],{"id":245},"stock-visibility","Stock Visibility",[15,248,249],{},[37,250,251],{},"Real-Time Balance:",[41,253,254,257,260],{},[44,255,256],{},"Stock levels update instantly with transactions",[44,258,259],{},"No caching or delayed updates",[44,261,262],{},"Critical for QR pickup validation (must know current availability)",[15,264,265],{},[37,266,267],{},"Filtering by Site:",[41,269,270,273,276,279],{},[44,271,272],{},"View all stock at central warehouse",[44,274,275],{},"View worker's personal inventory",[44,277,278],{},"View vehicle inventory",[44,280,281],{},"Cross-site search for resource availability",[15,283,284],{},[37,285,286],{},"Low Stock Alerts:",[41,288,289,292,295],{},[44,290,291],{},"Set minimum stock level on resource definition",[44,293,294],{},"Alert triggers when any stock item falls below threshold",[44,296,297],{},"Helps manage replenishment",[19,299,301],{"id":300},"stock-item-lifecycle","Stock Item Lifecycle",[15,303,304],{},[37,305,306],{},"Typical Lifecycle:",[176,308,309,314,320,326,331],{},[44,310,311,313],{},[37,312,111],{}," - Inventory arrives at warehouse (receipt transaction)",[44,315,316,319],{},[37,317,318],{},"Set Aside"," - Planned for assignment (no transaction yet, just planning)",[44,321,322,325],{},[37,323,324],{},"Pickup"," - Worker scans QR code (transfer transaction to personal site)",[44,327,328,330],{},[37,329,123],{}," - Worker completes task, submits report (consumption transaction)",[44,332,333,336],{},[37,334,335],{},"Return"," - Unused materials returned (transfer transaction back to warehouse)",[15,338,339,342],{},[37,340,341],{},"Zero Balance:","\nStock items with volume = 0 still exist in database:",[41,344,345,348,351],{},[44,346,347],{},"Preserves transaction history",[44,349,350],{},"Shows which sites previously held resource",[44,352,353],{},"Can be replenished with new receipt",[19,355,357],{"id":356},"protected-stock-items","Protected Stock Items",[15,359,360,361,364],{},"If the resource is marked ",[37,362,363],{},"Requires Protection",":",[41,366,367,370,373,376],{},[44,368,369],{},"Cannot directly transfer stock item",[44,371,372],{},"Must create assignment with pickup QR code",[44,374,375],{},"Scanning QR validates authorization",[44,377,378],{},"Transaction records scanner identity and GPS location",[15,380,381],{},[37,382,383],{},"Partial Pickups Supported:",[41,385,386,389,392,399],{},[44,387,388],{},"Assignment requests 10 units",[44,390,391],{},"Only 5 available → worker takes 5",[44,393,394,395,398],{},"Assignment ",[149,396,397],{},"pickupRemaining"," updated",[44,400,401],{},"Same QR can be scanned again when restocked",[19,403,405],{"id":404},"stock-item-transactions","Stock Item Transactions",[15,407,408],{},"View all transactions affecting a stock item:",[41,410,411,414],{},[44,412,413],{},"Navigate to stock item detail view",[44,415,416,417],{},"\"Transaction History\" tab shows:\n",[41,418,419,422,425,428],{},[44,420,421],{},"All receipts, transfers, consumptions, adjustments",[44,423,424],{},"Who performed action",[44,426,427],{},"When and where (GPS for transfers)",[44,429,430],{},"Volume changes (from → to)",[15,432,433],{},"This provides complete audit trail for compliance and reconciliation.",[19,435,437],{"id":436},"best-practices","Best Practices",[15,439,440],{},[37,441,442],{},"Organize by Site Type:",[41,444,445,448,451],{},[44,446,447],{},"Central warehouse = primary replenishment point",[44,449,450],{},"Field staging sites = temporary storage near active work areas",[44,452,453],{},"Personal sites (workers/vehicles) = mobile inventory for immediate use",[15,455,456],{},[37,457,458],{},"Regular Cycle Counts:",[41,460,461,464,467],{},[44,462,463],{},"Create adjustment transactions to correct discrepancies",[44,465,466],{},"Include reason field (e.g., \"Physical count 2026-02-10\")",[44,468,469],{},"Compare transaction history to identify loss patterns",[15,471,472],{},[37,473,474],{},"Minimize Manual Adjustments:",[41,476,477,480,483],{},[44,478,479],{},"Use receipts/transfers/consumptions when possible",[44,481,482],{},"Adjustments should be exception, not routine",[44,484,485],{},"Frequent adjustments indicate process issues (theft, reporting errors)",[15,487,488],{},[37,489,490],{},"Plan, Don't Reserve:",[41,492,493,500,503,506],{},[44,494,495,496,499],{},"Assignments show ",[149,497,498],{},"plannedStock"," (demand forecast)",[44,501,502],{},"NOT hard reservations (other workers can still pick up)",[44,504,505],{},"Allows flexibility when priorities change",[44,507,508],{},"Actual allocation happens at QR scan time",{"title":151,"searchDepth":510,"depth":510,"links":511},2,[512,513,518,519,520,521,522,523],{"id":21,"depth":510,"text":22},{"id":95,"depth":510,"text":96,"children":514},[515,517],{"id":100,"depth":516,"text":101},3,{"id":136,"depth":516,"text":137},{"id":168,"depth":510,"text":169},{"id":245,"depth":510,"text":246},{"id":300,"depth":510,"text":301},{"id":356,"depth":510,"text":357},{"id":404,"depth":510,"text":405},{"id":436,"depth":510,"text":437},"A stock item is the current quantity of a specific resource at a specific site. Balances update automatically through transactions — receipt, transfer, consumption, and adjustment — with no manual editing required.","md",{},true,"/en/user/inventory-management/stock-items",{"title":5,"description":524},"en/user/inventory-management/stock-items","sXaTvdk28wkV39Ob-aMzZjbN0O3i8Jx72oE0YKGB1Mc",1776295549157]