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Stock Balance

Opening, movements and closing stock for a period.

Overview

The Stock Balance report shows opening quantity, what came in and out, and closing quantity per product for the period, so you can reconcile stock to the ledger.

When to use stock balance

  • Period-end stock reconciliation.

Step by step

In the Inventory module open Reports in the green navigation bar, then choose Stock Balance under Inventory Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • inventory.stock.adjust
  • inventory.stock.read
  • inventory.stock.value