Products & Inventory
The product page and the Quick Preview
Learn what the Quick Preview and product page show, how to read stock levels, and how to choose your language and how products open.
Wherever a product's name is a link in a table or list, clicking it opens the Quick Preview by default. This window shows the product's main figures; close it to carry on where you were. Everything else about the product is on its page.
The Quick Preview
The preview shows the product's name and supplier, its barcodes if it has any, the Stock levels card, a Stock Out Chart, the stock in each warehouse, and the Last Movements.
At the bottom, Product Page opens the full page, and the button beside it opens the page in a new browser tab. Where the preview offers Edit, it opens the product form; it is shown only to people allowed to manage products.
Tick Always open the full product page to skip the preview from now on. Clicking a product then goes straight to its page. A message confirms the change, with an Undo. You can change it back at any time in Settings, then Preferences.
The product's page
At the top are the product's name and code. The star adds it to your favourites, the bell mutes or unmutes its low-stock alerts for you, Reorder List adds it to a reorder list, and Edit product opens the product form. More actions holds Delete, and Unmute low-stock alerts when you have muted it. Edit product and Delete appear only for people allowed to manage products. On a phone, Reorder List is inside the Info panel.
A banner says when the product is inactive, and when it raises no low-stock alerts because it has no automatic calculation and no manual safety stock.
The panel on the left repeats the essentials: the supplier and category, the stock On hand with its status label, how many warehouses hold it, and the units held for supplier claims if any. It also shows the Inventory Value (a lock for people not allowed to see it), the Reorder Point and Safety Stock, and the Key Dates: Reorder Date and Stock End Date. Supplier claims in progress on the product and its barcodes are listed there too. On a phone, the Info button opens the panel.
| Tab | What it shows |
|---|---|
| Overview | A 12 months recap of stock in and out, the Stock Out chart, the Stock levels card, Inventory by Warehouse (with the shelves of a product tracked by shelf) and the Last Purchase Orders for the product. |
| Movements | Every stock movement of the product. |
| Inventory value | What its stock is worth and the cost layers behind it, for the current year or an earlier one. It needs the View Inventory Value permission. |
| Reorder Point | The reorder date, stock end date, reorder point and suggested order, how the reorder point is worked out, and the demand forecast. |
| Documents | The files attached to the product. |
| Notes | A written conversation with your colleagues about the product. |
A new product that has never had any stock shows, on its Overview, the ways stock can come in, such as recording initial stock or creating a purchase order, depending on what you are allowed to do.
The Stock levels card
On the Overview tab and in the Quick Preview, the Stock levels card shows the stock on hand, the Safety Stock, the Reorder Point and the Average usage over the last full months. A label says how the stock stands: Healthy, Below reorder point, or Below safety stock. A gauge underneath marks the safety stock and the reorder point, with a line for the stock on hand.
A level of 0 counts as none. A product with neither a safety stock nor a reorder point gets no label and no gauge: the card says there is no level to compare the stock with. While automatic calculation is off, Reorder Point and Average usage show a dash. Stock alerts and safety quantities explains how the levels are set.
Your preferences: language and how products open
Open Settings, then Preferences, under the Personal heading. Both settings apply to you alone.
| Setting | What it does |
|---|---|
| Language | The language StockBold is shown in: English, Deutsch, Español, Français or Italiano. It is saved to your account and used on every device you sign in on. Dates and amounts are written the way that language writes them. |
| Product Click Behavior | Quick Preview opens the preview when you click a product name in tables and lists; Full Page goes straight to the product's page. The Always open the full product page tick in the preview changes this same setting. |