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Monitoring Stock

Formul provides two main ways to view your stock levels.

The Inventory page (in the main menu) is your command center.

  • View: All items and their total availability across all locations.
  • Columns:
    • On Hand: Physically present.
    • Allocated: Reserved for orders.
    • Available: On Hand - Allocated.
  • Actions: You can quickly Receive, Adjust, or Transfer stock from this view.

For a detailed breakdown by warehouse or bin:

  1. Navigate to Reports > Inventory.

  2. Filter: Select a specific Location (e.g., “Main Warehouse”).

  3. View: The report shows exactly what is in that location (and its sub-locations).

    Inventory Report

Formul locations are hierarchical (like folders on your computer).

  • Selecting “Main Warehouse” shows everything inside it (including “Bin A”, “Shelf 1”, etc.).