Navigating and filtering the stock list
Navigate to "Stock Manager" to open the main dashboard.
Use the search bar to find a stock item by name or SKU.
Select a filter from the dropdown menus next to the search bar:
Supplier, to view items from a specific supplier such as Orderpicker or Coffee Beans Supplier
Status, to view items by their stock condition such as OK, Low Stock or Out of Stock
Click "Columns" to customize which columns appear in the table.
Click "Export" to download the current view into a CSV or Excel file.
Note: Filters apply to the exported file, so you can generate targeted reports.
Interpreting the stock data table
The main table displays key information for each stock item. Below is an overview of what each column means.
Name, the name of the stock item such as ViaMar Pen
SKU, the unique identifier for the item
Supplier, the designated supplier responsible for the item
Ordered, the quantity currently on open order
Historical stock, the total quantity received over a selected period
Stock, the quantity currently available in inventory
Warning limit, the minimum threshold before a low inventory warning appears
Status, the health indicator for the item such as OK or Low Stock
⚠️ Important: When the stock level reaches the warning limit, the status changes automatically. This helps you quickly identify items that need to be reordered.
Managing the view
Select the "Results per page" dropdown at the bottom of the screen to adjust how many items appear at once.
Use the arrow buttons at the bottom right to move to the next or previous page of stock items.
Caution: Changing the results per page setting does not affect export results. Export always reflects the full filtered list.