Stock Detail Viewer
Staff guide for reviewing one stock batch and using stock detail actions.
What Is Stock Detail Viewer?
Stock Detail Viewer is the screen staff use to review one stock batch. A stock batch is one lot of inventory created from a received receipt row, then moved, adjusted, split, picked, or archived over time.
The viewer answers four practical questions:
- What item and lot is this?
- How much quantity remains?
- Where is it stored now?
- What has happened to this batch before?
This guide covers the detail viewer only. Broader stock list workflows such as Located Stock and Unlocated Stock are covered in their own Inventory guide.
Where To Find It
| App | Screen | Use it to |
|---|---|---|
| Web client | Stock detail modal | Open one stock batch from Inventory stock screens. |
| Warehouse app | Stock Detail | Open one stock batch from Stock screens, Item stock detail, or item lookup stock rows. |
Stock Detail Viewer is not usually opened from the main menu by itself. Staff open it from stock rows, item stock rows, or location-based stock search results.
Main Fields
| Field | Notes |
|---|---|
| Item | English name, Korean name, item code or barcode. |
| RFD | Refrigerated, Frozen, or Dry state for the stock batch. Moving stock to a shelf can change this to match the shelf RFD. |
| Status | Current stock state such as RECEIVED or REGISTERED. |
| Saleable | Shows whether the stock can be used for normal sale and picking. |
| Location | Warehouse, shelf, and level. If no shelf is assigned, the stock is unlocated. |
| Current Qty | Quantity currently remaining in the batch. |
| Initial Qty | Quantity originally created for the batch. |
| Unit Cost | Web client displays linked unit cost when available. The Warehouse app detail view does not show unit cost because warehouse operators usually act on location and quantity. |
| Lot Number | Internal lot number used to identify this stock batch. |
| Mfg Date | Manufacture date when recorded. |
| Exp Date | Expiry date when recorded. |
| Created | When the stock batch was created. |
| Version | Internal version number used to protect against concurrent edits. |
| Source | Linked received receipt when available. Purchase invoice is shown as reference when available. |
| History | Recent stock actions, quantity changes, location changes, references, staff name, and action time. |
Review A Stock Batch
Viewing stock detail requires one of the stock read or stock action roles.
- Open a stock list, item stock detail screen, or item lookup screen.
- Select a stock row.
- Review the item identity, location, quantity, source, and history.
- If the stock is unlocated, decide whether it should be moved to a shelf.
- If the quantity or dates are wrong, decide whether an adjustment is needed.
- If the batch must be separated into smaller lots, decide whether a split is needed.
Move Stock
Moving stock requires stock.move.
Use Move when the stock batch needs a warehouse, shelf, and level assignment, or when it physically changes location.
Moving stock records a history row. If the selected shelf has a different RFD from the stock batch, the stock RFD changes to match the shelf.
Adjust Stock
Adjusting stock requires stock.adjust.
Use Adjust when the quantity, manufacture date, or expiry date needs a manual correction. Common reasons include count correction, damaged goods, date correction, or removing unusable stock.
Setting quantity to 0 archives the stock batch. Treat that as a sensitive
stock-removal action.
Split Stock
Splitting stock requires stock.split.
Use Split when one batch must become multiple smaller batches. For example, staff may split a batch before moving part of it elsewhere.
Split is irreversible. The original stock quantity is reduced, and new stock batches are created with split lot-number suffixes.
Required Roles
| Action | Required role |
|---|---|
| View stock detail | stock.read, stock.move, stock.adjust, or stock.split |
| View item stock summary or stock history needed to open stock detail | stock.read, stock.move, stock.adjust, or stock.split |
| Move stock | stock.move |
| Adjust stock | stock.adjust |
| Split stock | stock.split |
admin users can perform these actions through the global admin override.
Stock action roles also allow viewing stock detail because staff need to review
the batch before performing the action. A user with only stock.read can review
stock detail but cannot move, adjust, or split it.
Common Problems
| Problem | What it means |
|---|---|
| Stock detail does not open | The stock id may be invalid, the stock may belong to another company profile, or the user may not have a stock read/action role. |
| Move button is missing | The user does not have stock.move. |
| Adjust button is missing | The user does not have stock.adjust. |
| Split button is missing | The user does not have stock.split. |
| Stock shows as unlocated | No warehouse and shelf are assigned yet. Use Move if the stock should be placed on a shelf. |
| Move fails with level error | The chosen level is outside the shelf's supported level range. |
| Adjusting to zero asks for confirmation | Quantity 0 archives the stock batch. |
| Split fails because of active allocation | The stock is currently allocated to picking work and cannot be split until that allocation is resolved. |