Reading and correcting the movement history

The movement history records every change to your stock: what moved, how much, when, who entered it and why. Rows are listed with the most recent operation date first.

Find and filter movements

1. Open Inventory, then Movements.
2. In the Filter Movements panel, set Operation Date From and To to the period you want to view.
3. Enter a product code or name in Product Search to narrow the list to one item.
4. Use Supplier, Product, Category, Department, Operation Type and Warehouse for broader filtering.
5. Change Deleted Products if you need movements of products that have since been deleted: Exclude deleted, Include deleted, or Only deleted.

If your account is restricted to particular departments, an amber chip at the top of the page names them. The table only shows movements for products in those departments, and the Department filter is limited to the same list.

Select the Created at or Operation date heading to sort the whole list by that date, newest or oldest first. You can fold away the filter panel using the handle on its edge to give the table the full width.

Read a movement row

Each row is one movement. The Name column links to the product, with its product code and supplier underneath. A deleted product shows a bin icon instead and cannot be opened.

Quantity is negative when stock left and positive when stock came in. The Reference column links to what created the row: a purchase order, an assembly product, or a stock count.

A speech-bubble icon in the Comment column means the row has a comment or belongs to an assembly. Hover over it to read the assembly product's name and the comment. Added By shows who made the entry, with an amber icon if that person is no longer in your organisation.

Understand movement types

The Reason badge tells you where a row came from.

Stock In means units arrived. These rows are created when a delivery is recorded against a purchase order, and Reference links to that order.

Stock Out means units were used or sold and is always a negative quantity.

Transfer means units moved between your own warehouses. It is recorded as two rows with the same time: a negative one at the source and a positive one at the destination. Your total stock does not change.

Adjustment corrects stock-outs recorded too high and is always a positive quantity. It is capped by the stock-outs for that product and warehouse in the calendar year of the adjustment, less the adjustments already dated in that year.

Found Inventory puts back stock that was recorded as gone and has turned up, at the cost the most recent stock-outs took it out at. It is capped by that product and warehouse's stock-outs. Together, adjustments and found inventory can never exceed the stock-outs recorded for that product at that warehouse.

Initial Stock is a product's opening balance. It can only be set once per product and only before any other movement for it exists.

Assembly Out and Assembly In are created by the assembly module when components are consumed and a finished product is built.

Defective / Supplier Claim rows are created by the supplier claims workflow. The units left your stock as a claim against the supplier rather than as consumption.

The Operation Type filter does not list Defective / Supplier Claim, so you cannot isolate claim movements there. Filter by product and date range instead, or use the Supplier Claims page.

Supplier Claims appears under Inventory only if you have the View Supplier Claims or Manage Supplier Claims permission. Supplier claims are included in the Starter plan and above; on other plans, the menu item shows a lock and an invitation to upgrade.

View, edit or delete a movement

1. Click or tap the row. On a wide screen, you can also use the pencil at the right-hand end of the row.
2. Read the details in the Movement Details panel.
3. Select Edit to change the movement, or Delete to remove it.

Movement Details shows the type, operation date, warehouse, quantity, comment and product. For a transfer, it also draws the from and to warehouses with the quantity on each side.

Only stock-outs, transfers and adjustments can be edited. You can change Quantity, Operation date and Comment. The warehouse and type are shown but cannot be changed; for a transfer, both warehouses are fixed.

A stock-out's quantity is the number of units that left. Transfer and adjustment quantities must stay positive, and the date cannot be moved into the future.

Found Inventory and Initial Stock rows cannot be edited, only deleted. If one is wrong, delete it and enter it again. If you need a different product, warehouse or type, delete the movement and enter a new one.

For a product tracked by shelf, Movement Details also shows the shelves the movement used. Editing a stock-out or transfer asks for its shelves again, and deleting a movement asks which shelves the units are put back on or taken from. See Shelf positions in stock-outs, transfers, deliveries and corrections.

Stock and dependency checks

A save or deletion is refused with an error if the change would leave the product's stock below zero at any point or take units held under an open supplier claim. The check runs again when the change is saved. If two people change movements of the same product at the same time and together the changes would take it below zero, the second change is refused. Lowering an adjustment or moving it to a later date is checked the same way.

Found inventory and adjustments put back what stock-outs took. A stock-out they depend on cannot be lowered, moved to a later date or deleted if that would leave more found inventory and adjustment at that warehouse than the stock-outs they reverse. The change is refused, and the message says how many units depend on the stock-out. Lower or delete those first.

Adjustments are also counted per calendar year. Lowering a stock-out or moving it to another year is refused if the adjustments dated in its year would then be more than that year's stock-outs at that warehouse.

When edit or delete is unavailable

Editing needs the Stock Out, Transfer & Adjustments permission, and deleting needs the Delete Stock Movements permission. Without them, you see neither button.

Stock In rows are never edited as movements. A row received against a purchase order is that order's delivery. The panel shows a Delivery info section with who marked it as received and offers Correct delivery to change its quantity, delivery date and warehouse. It also offers Delete, which deletes the delivery and makes the quantity outstanding on the order again. Both need the Manage Shippings permission instead, the same as recording a delivery, and the order's delivery history records the change.

A row that belongs to a supplier claim shows an amber note and offers neither button. Manage it from Supplier Claims, where deleting the claim returns the units to inventory properly. The same applies to a delivery that a supplier claim depends on.

If the operation date falls in a locked year, the panel shows an amber banner naming that year as locked and no buttons at all. That year's inventory and financial records are frozen. Someone with the Lock/Unlock Years permission must unlock it from Settings, then Year Lock.

Assembly In and Assembly Out rows cannot be deleted here, even though the Delete button appears. The attempt fails with a message telling you to use the Assembly module, which reverses the components correctly.

Deleting one side of a transfer deletes both. The confirmation says so, and the source and destination records go together, so neither warehouse is left with a half-transfer.

A product made inactive keeps its whole history, and its past movements can still be corrected. It takes no new movement until it is reactivated.

Pages, totals and exports

The table loads up to 1,000 movements at a time. The line above it reads, for example, Showing 1-1000 of 4,238. Previous and Next buttons appear beside it when there is more than one page.

Sorting covers every movement matching your filters, but the SUM under Quantity adds up only the page currently loaded. If the line shows more than one page, narrow the date range before relying on that total.

Export builds a CSV. Export visible data gives you the columns you can see for the rows on the current page. Export all data fetches every movement matching your filters, with every field, and takes a moment longer. The Refresh button beside it reloads the list with anything colleagues have just recorded.