Settings: Stock Movements
Learn how the Stock Movements section helps your business record stock coming in, going out, or being adjusted across your inventory locations.
Thought Process
The Stock Movements section is there to give the CRM a proper record of how stock changes over time. Instead of simply overwriting a stock figure, the system is designed to record the movement and then update the live stock level.
This is especially important where stock is held by SKU and across multiple inventory locations. It gives the business a clearer way to understand what changed, where it changed, and why the quantity is now different.
Why it matters
Stock is easier to trust when changes are recorded as movements rather than just replacing the quantity with no visible history.
Why it helps
Recording stock movement alongside stock quantity makes inventory more understandable and easier to manage across locations.
What the CRM Does During a Stock Movement
Your project files show that stock movements are designed to work in two parts:
1. Record the movement
The stock movement itself is recorded, including the SKU, location, movement type, quantity, and any note entered by the user.
2. Update live stock
The live stock level for that location is then updated so the current quantity remains accurate after the movement is saved.
Types of Stock Movement
Stock In
Use this where stock is being added into a location, such as goods received or stock being brought in. The quantity increases.
Stock Out
Use this where stock is leaving a location. The movement is recorded as a negative quantity and the stock level reduces. :contentReference[oaicite:4]{index=4}
Adjustment
Use this where the stock figure needs to be corrected, for example after a stock check. In your handler, adjust sets the new quantity at that location and records the difference as the move. :contentReference[oaicite:5]{index=5}
Transfer
Transfer is shown as an available movement type in the stock modal, which suggests stock can be moved between locations as part of the wider inventory setup. :contentReference[oaicite:6]{index=6}
How Stock Movements Link to Products and SKUs
Stock movements are linked to the SKU level, not just the top-level product. The SKU page in your project explicitly shows that SKUs connect to both stock and stock moves.
Product first
The parent product record is created first, then SKUs are managed underneath it.
SKU-level stock
Each SKU can have its own stock record and movements, which gives a more precise inventory model than tracking only at product level.
Location-based stock
Stock is also linked to inventory locations, so the same SKU can be tracked separately across warehouses, branches, or other stock points.
Stock by Location View
Your SKU screen includes a stock modal titled Stock by Location with fields for Location, Move Type, Qty, and Note, plus a button to record the movement.
Simple Walkthrough
- Go to the relevant product and open its SKU list.
- Select the SKU you want to work with.
- Open the Stock view for that SKU.
- Choose the inventory location where the movement applies.
- Select the movement type, such as in, out, adjust, or transfer.
- Enter the quantity and, where useful, add a note.
- Save the movement so the system records the move and updates the live stock level.
Getting the Most From Stock Movements
Use notes properly
Adding a short reason for the movement makes stock history much easier to understand later, especially for adjustments. :contentReference[oaicite:13]{index=13}
Adjust with care
In your current logic, an adjustment sets the final quantity for that location rather than simply adding or subtracting. That makes it useful for stock counts and corrections. :contentReference[oaicite:14]{index=14}
Choose the right location
Because stock is tracked by location, recording a move against the wrong location will make the inventory picture less reliable.
Think at SKU level
Stock movements belong to the SKU, so make sure the movement is being recorded against the correct stock-tracked item.