Stock Movements

A stock movement records any change in inventory — items entering a warehouse, leaving it, or moving within it. Every time physical goods change location or status, a stock movement transaction captures the details.

Movement Types

Each movement transaction has a reference type that describes why inventory is moving:

Reference Type	What it represents
Purchase Order	Goods received from a supplier against a purchase order.
Sales Order	Goods shipped out to fulfill a customer order.
Transfer Order	Goods moving between warehouses (see Transfer Orders).
Adjustment	Inventory corrections from cycle counts or other adjustments (see Inventory Adjustments).
Count	Quantity changes discovered during physical counting.
Return	Goods returned by a customer or returned to a supplier.
Production	Finished goods produced from raw materials.
Consumption	Raw materials consumed in a production process.

Transaction Lifecycle

Every movement transaction follows a status progression:

DRAFT --> PENDING --> IN PROGRESS --> COMPLETED
                                  \-> CANCELLED

Status	What it means
Draft	The transaction has been created but not yet submitted. You can still edit all details.
Pending	The transaction has been submitted and is awaiting processing.
In Progress	Physical movement of goods has started (e.g., items are being picked or loaded).
Completed	All items have been moved and the transaction is finalized. Stock levels are updated.
Cancelled	The transaction was cancelled before completion. No stock changes are applied.

Creating a Movement

Go to Movements in the sidebar under Inventory and click Add Movement.
Select the reference type to categorize this movement.
Choose the source warehouse (where goods are leaving) and/or destination warehouse (where goods are arriving). At least one warehouse must be specified.
Set the transaction date.
Add any notes for context.
Save the transaction in Draft status, then progress it through the lifecycle as the physical movement happens.

Note: For inter-warehouse transfers, consider using Transfer Orders instead, which provide additional logistics tracking (shipping method, tracking number, estimated arrival).

Movement Lines

Each movement transaction contains one or more lines, each representing a specific product or variant being moved. Lines include:

The product or variant being moved.
Source and destination locations (within the warehouses).
The quantity being moved and the unit of measure.
Optional lot and serial number references for traceability.
Unit cost for financial tracking.

How Movements Affect Stock

When a movement transaction reaches Completed status:

Stock quantities at the source location decrease.
Stock quantities at the destination location increase.
A permanent record is written to the Stock Journal for audit purposes.

Movements in Draft, Pending, or Cancelled status do not affect stock levels.