Stock Movements

Read the stock movements list, see what created each movement, follow a product's history and reverse a movement recorded by mistake.

What a stock movement is

Every time stock goes in or out, Suvaiq writes one line called a stock movement. You do not type these lines yourself. They are written when you post a receipt, complete a sale, post a production order, post a stock count and so on. The list is the record of why each stock figure is what it is.

Open the list

In the Web admin, go to Inventory > Stock Movements. You need permission to view stock movements.

Stock Movements list with the search box, the type list, two date boxes, and rows of type AdjustmentOut and PurchaseReceive — The Stock Movements list: the newest movements first, each with its type, quantity, warehouse, value and reference

Column	What it shows
Date	The date of the movement. A time is shown when the movement has one, for example a sale.
Product	The product name and code. Click the name to open that product's history.
Type	What kind of movement it is. See the table below.
Qty	The quantity and its unit. It is always a positive number: the type tells you whether stock went in or out.
Warehouse	The warehouse the movement belongs to. Click it to see all movements of that warehouse.
Value	Quantity multiplied by the unit price saved on the movement.
Reference	The document that caused the movement. Click it to open that document.

Find a movement

Search box: type part of a product name, a reference or a note, then click the search button.
Date boxes: pick a first and a last date, then click Apply. Movements that carry a time, such as sales, are not included on the last date. To see them, pick the day after as the last date.
Type list: the list offers Purchase, Sale, Adjustment, Transfer, Return and Initial. The list reloads as soon as you choose one. Use it for Sale and Initial. The other movement types in the table below are not in this list: find them with the search box instead.

When you click a reference, Suvaiq opens the goods received note, direct receipt, purchase order, opening stock entry or stock count it names. For any other reference, such as an order number, the list is filtered to the movements that share it.

Movement types and what creates them

The Type column shows one of these names.

Type shown	Stock	Created when	Reference
PurchaseReceive	In	You post a goods received note made from a purchase order. See Goods Received Notes.	The GRN number, followed by the purchase order number.
DirectReceiptReceive	In	You post a direct receipt. See Direct Receipts.	The receipt number, followed by "(Direct Receipt)".
Initial	In	You post an opening stock entry, or you fill in Opening Stock when you create a product. See Opening Stock.	"Opening Stock" and the entry number, or "Opening Balance" and the product code.
Sale	Out	An order is completed. One movement is written for each ingredient in the recipes of the items sold. See Recipes.	"Order #" and the order number.
CustomerReturn	In	A completed order is voided. The ingredients it used are put back.	"Void of Order #" and the order number.
ProductionConsume	Out	You post a production order. One movement is written for each material used. See Production Orders.	The production order number.
ProductionReceive	In	You post a production order. The prepared item is added to stock.	The production order number.
StockCountAdjustment	In or out	You post a stock count. One movement is written for each item whose counted quantity differs from the system quantity. The note says whether it is an increase or a decrease. See Stock Counts.	"Stock Count Adjustment" and the count number.
PurchaseReturn	Out	You ship a supplier return. See Supplier Returns.	"RMA:" and the return number.
AdjustmentOut	Out	You reverse a movement that added stock, or you reverse an opening stock entry.	"REVERSAL:" and the reference of the movement that was reversed, or "Reversal of Opening Stock" and the entry number.
AdjustmentIn	In	You reverse a movement that took stock out. Also written when a sold item has a modifier that removes an ingredient from its recipe.	"REVERSAL:" and the original reference, or "Order #" and the order number.

Open one movement

Click the eye icon at the end of a row. The Stock Movement Details page shows:

Movement Information: product, quantity, unit price, total value, warehouse, reference, the batch number if the movement belongs to a batch, and the notes.
Created by and the time the movement was written.
Current Stock Level: the product's stock in that warehouse now. Click it to open the Product Stock Level page.
Quick Actions: Product History and Warehouse History.

See the history of one product

Product Movements page for one product with Start Date and End Date, and two rows showing quantity, balance, unit price and average cost — Product Movements for one product: each row shows the balance and the average cost after that movement

Open Product Movements

Click the product name in the Stock Movements list. You can also go to Inventory > Products, open the product, click Actions and choose View All Stock Movements.
Read the rows

Under Qty, Balance is the product's total stock straight after that movement. Under Unit Price, Avg cost is the average cost straight after that movement.
Narrow the dates if you need to

Fill in Start Date and End Date and click Apply. Reset clears the dates. Back to All returns to the full list.
Check the stock in each warehouse

Click View Stock Level. The Product Stock Level page shows Current Stock Level and, under Stock By Warehouse, the quantity held in each active warehouse.

How to change stock

Stock changes through documents, not through this list. Use the screen that matches what happened:

What happened	Use
Goods arrived against a purchase order.	Goods Received Notes
Goods arrived without a purchase order.	Direct Receipts
You are entering the stock you already hold when you start.	Opening Stock
The shelf does not match the system: loss, spoilage, damage or a miscount.	Stock Counts. Create a partial count with the affected items and write the cause in the note of each item.
Goods go back to the supplier.	Supplier Returns
The kitchen made a prepared item from ingredients.	Production Orders

Add New Movement

The Add New Movement and New Movement buttons open a Create Stock Movement form. This form does not save a movement at present, so do not use it for transfers between warehouses, adjustments or waste. There is no separate transfer or waste screen.

Reverse a movement

Reverse a movement when it should not have been recorded. Reversing does not delete anything: it writes a second movement with the opposite effect, so both stay in the history.

Open the movement

Click the eye icon on its row in the Stock Movements list.
Click the reverse button

In the Movement Actions card, click Reverse Movement. On a movement that came from a document the button is called Reverse This Movement.
Type the reason

Fill in Reason for Reversal. It is required.
Click Reverse Movement

Suvaiq opens the new movement it has written.

What the reversal does:

A movement that added stock is reversed by an AdjustmentOut for the same quantity and unit price. A movement that took stock out is reversed by an AdjustmentIn.
The new movement's reference starts with "REVERSAL:". Its notes hold your reason.
The original movement gets "[REVERSED]" at the end of its reference, and the reason is added to its notes.
The stock on hand of the product in that warehouse changes by the reversed quantity.

Reversing does not undo the document

Reversing a movement only corrects the stock quantity. The goods received note, direct receipt, supplier bill or stock count that created the movement stays as it is, and the product cost is not worked out again. A movement can be reversed once, and a reversal cannot itself be reversed.

Edit a movement

An Edit button is shown on the details page of Sale, Initial, AdjustmentIn, AdjustmentOut, ProductionConsume and ProductionReceive movements. Movements written by a receipt, a supplier return or a stock count have no Edit button.

On Edit Stock Movement you can change Movement Date, Reference and Notes, then click Save Changes. The movement date cannot be in the future. Quantity and Unit Price are locked, and so are the type, product, warehouse and unit. To correct any of those, reverse the movement.

Do not change the reference of a Sale movement. Suvaiq uses it to find the ingredients to put back when the order is voided.

Value and cost

The Value of a movement is its quantity multiplied by the unit price saved on it. That price is the purchase price on a receipt, the cost you entered on an opening stock entry, and the product's cost on a sale, a production order or a stock count.

A movement does not change the product's cost by itself. The cost is updated when you post a receipt, an opening stock entry or a production order. How a receipt updates it depends on Cost Update Method under Settings > Inventory. See Inventory Settings.

Reports

Go to Inventory > Reports > All Reports. Under Operational Reports, Stock Adjustment Register lists adjustments and count corrections with who made them and why, and Waste & Spoilage shows stock written off. The other inventory reports are described in Reports.

Troubleshooting

"No stock movements found"

Nothing matches the search, type and dates you chose. Clear the search box, set the type list back to All Types, empty the date boxes and click Apply. If you opened the list from a product or a warehouse, click Clear All Filters.

"This movement has already been reversed."

The movement was reversed before. Its reference ends with "[REVERSED]". Search for that reference to find the reversal.

"A reversal can't itself be reversed."

You opened a movement whose reference starts with "REVERSAL:". If the reversal was a mistake, record the stock again with the document that fits, for example a stock count.

A sale did not reduce stock

Sales reduce stock through recipes. If a menu item has no active recipe, or its recipe has no ingredients, nothing is deducted when it is sold. Check the item's recipe in Recipes.

Documentation