Understanding the Inventory Ledger

Formul uses a Ledger System to track inventory. This means we don’t just store a single “total count” for an item; we record every single time something is added, removed, or moved.

Why a Ledger?

Traditional spreadsheets can easily get out of sync. A ledger provides a permanent history of your inventory, making it easy to answer questions like:

• “When did we receive that shipment of jars?”
• “How much wax did we use in yesterday’s production run?”
• “Who performed the last manual stock adjustment?”

Reading the Ledger

Every entry in the ledger (a Transaction) includes:

• Date & Time: When the change happened.
• Type: Why the change happened (e.g., Purchase Receipt, Work Order, Manual Adjustment).
• Location: Where the stock is now.
• Change: How much was added (+) or removed (-).

Viewing Batch History

To see the complete history of a specific batch, including production output and consumption:

1. Navigate to Inventory > Items.
2. Select an item to view its details.
3. Click on a Batch ID (e.g., LOT-BULK-MJ-002) to open the batch ledger.

This view shows every transaction that has affected this specific batch, providing a complete audit trail.

Caution

Because the ledger is a permanent record, you cannot “delete” a mistake. Instead, you record a Correcting Entry to fix the balance.

Manual Adjustments

Sometimes you need to fix a count because of a spill, a lost item, or a physical inventory count. In these cases, you can use the Adjust Stock button to create a manual ledger entry.

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Now that you understand inventory, let’s look at how to buy more materials.