Stock Check

Monitor real-time stock levels across all stores and perform physical stock audits to verify accuracy. This guide covers the Stock Overview page for browsing current balances, the Stock Audit workflow for cycle counts and physical verification, and how to investigate discrepancies using movement history.

Module: Inventory · 7 steps · all roles

Stock Overview
1 Open Stock Overview

Navigate to Inventory → Stock Overview or go to /inventory/stock. The stock overview table shows every part across all stores with current balance, available quantity, and stock status.

Stock overview table showing part numbers, descriptions, store locations, current balance, available quantity, and status badges
2 Filter & Search
FilterDescription
StoreFilter by specific store location.
StatusFilter by stock status (In Stock, Low, Out of Stock).
SearchSearch by part number or description.
Stock overview filters showing store dropdown, status filter, and search bar
Parts below their minimum reorder level show a Low badge. Use this to identify items that need replenishment.
3 View Movement History

Click any part row to open its bin card at /inventory/stock/{partId}/{storeId}. The bin card shows every movement (receipt, issue, transfer, adjustment) with running balance.

ColumnDescription
DateWhen the movement occurred.
TypeReceipt, Issue, Transfer In/Out, Adjustment.
ReferenceGRN, Issue, Transfer, or Audit number.
In / OutQuantity added or removed.
BalanceRunning balance after the movement.
Stock Audit
4 Create a Stock Audit

Navigate to Inventory → Stock Audits at /inventory/audits and click + New Audit.

FieldRequiredDescription
StoreYesSelect the store to audit.
TypeYesFull Count, Cycle Count, or Spot Check.
DateYesDate of the physical count.
RemarksNoNotes about the audit scope or purpose.
Stock audit list showing audit numbers, stores, types, dates, and status badges with New Audit button
5 Count & Record

Open the audit detail page to see every part in the selected store. Enter the physical count for each item:

ColumnDescription
Part NumberPart being counted.
System QtyCurrent balance per AeroTrack records.
Counted QtyPhysical count entered by the auditor.
VarianceDifference (counted minus system).
The audit workflow is: Draft → In Progress (counting) → Completed (variance finalised). Advance the status as you complete counting.
6 Review Variance

After counting, review the summary statistics:

MetricDescription
Total LinesNumber of parts included in the audit.
Lines CountedLines where a physical count was entered.
VariancesNumber of lines where counted differs from system.
Total VarianceNet variance across all counted items.
Stock variances may indicate theft, damage, mis-issues, or data entry errors. Investigate all variances before marking the audit as Completed.