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The Stock Engine

Stock Ledger Management

Every stock movement - sales, returns, adjustments - is logged in a central ledger, giving you full traceability.

What the Ledger Tracks:

  • Stock additions and removals

  • Status changes (e.g., For Sale → Assigned)

  • Reason for movement (e.g., sale, refund, write-off)

  • Timestamps and associated transactions


Stock Status Definitions

All inventory marked as “On Hand” is physically present in your business. From there, stock can fall into different sub-statuses:

Stock StatusDescription
For SaleAvailable to sell or display, syncs to websites
AssignedCommitted to orders, laybys, or transfers
On HandIncludes both “For Sale” and “Assigned”

Stock Movement Events

Event NameWhat It Does
Sale (Cash & Carry)Deducts from stock and removes “On Hand”
Adjustment OutManual removal (e.g., damage, theft)
Adjustment InManual addition (e.g., stock found, correction)
ReceiptAdds stock from a purchase or transfer
Order CreationMoves stock from “For Sale” to “Assigned”
RefundReturns stock to “On Hand” if item is resalable

Every event updates the ledger and product availability in real time.


Product Management Essentials

Each product in your database includes:

  • A unique system-generated ID

  • Supplier SKU

  • Barcode

  • Description

  • Category/Sub-category

  • Custom attributes (size, color, brand, etc.)


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