Stock level and movement data

Inventory can move from one location to another as the result of a retail sales transaction, return, or exchange; or through an inventory transaction, including one that Manager creates automatically from a change in stock levels. Manager records each move twice: as an “outgoing” transfer at one location and an “incoming” transfer at another. As it moves, an itemʼs status at each location progresses from 'On Hand' through 'Allocated' and 'On Order' to 'Available'. It can be helpful to see all this data in tabular form, for example when troubleshooting stock movement errors.

Manager maintains this information in the Inventory and Inventory Stock lists, where you can display it with a set of views that summarize the data in various ways.

Inventory list views

Inventory list views—Selecting a date rangeTo use the Inventory movement views, first search the Inventory list for items of Type 'Inventory.' In the Search Inventory dialog, narrow the search to the date range you need by selecting a Movement Date Range (on the Stock tab).

To view the data, choose from the View menu:

Inventory Stock list views

Inventory Stock list views—Selecting date ranges To use the Inventory Stock movement views, youʼll need to select date ranges for the data you want to display:

  1. In the Search Inventory Stock dialog, click the Stock Level / Movement tab.

  2. Enter the effective Stock Level Date for stock level data.

  3. In the Movement Date fields, enter the range of dates to display for stock movement data.

To view the data, choose from the View menu:

As with any other list view, you can use commands on Managerʼs Output menu to generate reports from the data.

Related topics:

Inventory management

Inventory locations

Inventory stock

Inventory transactions

Stock level and movement data