Stock Management

Stock items are the foundation of Kitted. Everything else - production orders, assemblies, sales, purchase orders - references items from your stock list. This guide covers creating and managing items, recording stock movements, and using locations.

Stock Items

What is a stock item?

A stock item represents any material, component, ingredient, or finished good that you want to track. It could be a raw material you buy in, a component you manufacture, or a finished product you sell.

Creating a stock item

Go to Stock Items and click + New item. You will need to fill in:

Units of measure

Choose the unit that best fits how you count or measure the item. Available units include:

• Count: Each (ea), Pair, Set, Box, Roll
• Mass: kg, g, mg, lb, oz, metric tonne
• Length: m, cm, mm, in, ft
• Area: m², ft²
• Volume: L, mL, m³
• Time: hr, min

You can also type a custom unit if nothing in the list fits. The unit is shown wherever quantities for that item appear.

Minimum stock level

Setting a minimum stock level on an item causes it to appear in low-stock alerts on the dashboard and in the Reorder Workbench when total stock across all locations falls below that number. Set it to 0 (the default) to disable low-stock tracking for that item.

Editing an item

Click an item in the list to open its detail page. From there you can edit all fields, manage supplier links, and see the full movement history. Click Edit in the top right to open the edit form.

Archiving an item

Items cannot be deleted once they have stock movements against them. Instead, use Archive to hide an item from the normal list. Archived items are excluded from low-stock alerts and reorder suggestions. Tick Show archived in the toolbar to see them.

Locations

Locations let you track stock in multiple physical places - different warehouses, rooms, shelves, or work areas.

Creating a location

Go to Locations and click + New location. Give it a name (e.g. Main Warehouse, Cold Store, Finished Goods) and an optional description.

Your default location was created during setup. You can rename it here.

How locations work with stock levels

Each item can have a different quantity at each location. The Stock Items list shows the total across all locations. The item detail page shows the breakdown per location.

When you record a stock adjustment or transfer, you specify which location is affected.

Stock Adjustments

A stock adjustment is a direct change to the quantity of an item at a location - a write-up (positive) or write-down (negative). Use adjustments for:

• Recording initial stock when you first set up an item
• Correcting discrepancies found during a stock take
• Writing off damaged or lost stock
• Any quantity change that isn’t a sale, purchase receipt, or production run

Recording an adjustment

From the Stock Items list, click Adjust on any item (or open the item detail page and click Adjust stock):

1. Select the location to adjust
2. Enter the quantity change - positive to add stock, negative to remove it
3. Add an optional reason for the record (e.g. Initial stock, Damaged in transit)
4. Click Save

The adjustment is recorded as a movement in the item’s history.

Stock transfers

A transfer moves stock from one location to another without changing the total. Select the Transfer tab in the adjust modal, choose the from and to locations, and enter the quantity to move.

Stock Movements

Every change to a stock quantity is recorded as a movement. You can see the full history for any item on its detail page, including:

The Stock Movements page (accessible from the main menu) shows movements across all items, with filters for date range, item, location, and type. This is useful for auditing or tracing where a discrepancy came from.

Low Stock Alerts

The dashboard shows a summary of items that have fallen below their minimum stock level. Clicking through takes you to the Reorder Workbench, where you can generate purchase orders for everything that needs restocking. See Reorder Workbench for details.