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inventory/stock-items
Record units that moved between your locations as two quantity changes on the stock item: add them at the location they reached, then remove them at the location they left. Locations explains what moves with the units and what stays behind.

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Prerequisites

Required permissions:
  • Create and edit stock items to change a stock item’s quantity at a location (inventory:stock_item_fulfilment:manage). Every built-in role holds it.
See Users & Roles.
Have ready before you start:
  • The number of units that moved, the location they left and the location they reached.
  • Orders at the old location covered. An order or reservation there that still needs the units you remove is left without one. Swap such orders onto another stock item first. See Swap a stock item.

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The walkthrough

1

Choose all locations

Click the location selector in the top-left corner of the admin and choose All locations. The quantity dialog offers a choice of location only while more than one location is chosen.
2

Open the stock item

Open Inventory → Stock items and click the stock item’s row. It opens on its General tab. The card on the right is headed All locations and shows Stock balance with Edit beside it.
3

Open the quantity dialog

Click Edit beside Stock balance. The Edit Item quantity dialog opens. On the left, “Set stock item quantity for” carries a location field and the quantity. On the right, Old quantity, New quantity and Quantity change follow what you set.
4

Add the units at the new location

Pick the location the units reached in the location field. Raise the quantity beside it by the number of units that moved, and check Quantity change. Click Save. The dialog closes and Stock balance rises by that number.
5

Pick the old location

Click Edit beside Stock balance again, and pick the location the units left in the location field. Old quantity shows the units recorded there.
6

Remove the units at the old location

Lower the quantity by the same number. If Availability conflicts appears at the top of the dialog, click Cancel: the change would leave the orders and reservations it counts without a unit. Otherwise click Save. Stock balance is back where it started.

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How do I know it worked?

  • Stock balance under All locations is unchanged from before you started.
  • The new location counts the moved units when you choose it in the location selector, in Quantity and on the stock item’s card. The old location no longer counts them.
  • Current location names the new location for the stock item under All locations.

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Troubleshooting / common pitfalls

Orders or reservations at the old location still need those units. Click Cancel, swap the orders onto another stock item, then remove the units. See Locations.
You are adding more than one unit to a location that held one or none, which makes this stock item a pool. On a stock item already counted as a pool, click Save anyway. See Inventory tracking.
Only one location is chosen in the location selector. Choose All locations and open the dialog again. See Locations.

Locations

Where stock sits, and how units move between locations.

Stock across locations

Every walkthrough for stock at more than one location.

Check stock at a location

Read what each location holds before and after the move.

Swap a stock item

Put another unit on an order line.

Inventory tracking

Stock items tracked one by one, and stock items counted as a pool.