Stock Availability

1Reading the four quantity columns #

• Physical Stock — what the stock sheet says is there: opening plus inward less outward.
• Reserved — committed to orders already taken. Still on the shelf, but spoken for.
• Blocked — held back on a quality hold, damage or similar. Already netted against anything since unblocked.
• Net Available — physical less reserved less blocked. This is the only one you may promise a customer.

A row where Net Available is zero or below is tinted amber. It can still show a healthy physical figure — that is the point of the report, and the reason quoting from physical stock oversells.

2Step by step #

Answers 'how much can we promise?' — free stock after reserves, per product and branch.

1. Open the page and set the filters — product, group, branch — as needed.
2. Read the availability columns; drill where the page offers it.

3Negative physical stock #

A negative Physical Stock means more has been issued than the books say was received — usually a missing or back-dated purchase, a receipt entered after the issue, or an opening balance never posted. The report shows it rather than hiding it at zero: the figure is a real signal that something upstream is unposted.

4The filters, and what an empty result means #

• As on — the stock position at that date. Blank means today.
• Search — matches item name, part number, brand or group.
• Group and Brand are built from the rows currently on screen, not the whole item master: a group with no stock is not a useful thing to filter by. Apply a wider filter first if the one you want is missing.
• Nothing free only — just the rows where Net Available is zero or below.
• Hide items with no movement (on by default) drops rows with no physical, reserved or blocked quantity. An item master runs to thousands, and a page of zeroes buries the few that matter.
• Include inactive items — items retired in the item master.

Nothing goes to the database until Apply filters is pressed, so a five-part filter costs one round trip rather than five.

5Totals, grouping and column filters #

The footer carries the item count and a total for each of the four quantity columns. It follows the grid's own filtering, so narrowing a column narrows the totals with it.

Totals add every unit together. A grand total mixes kilograms with numbers and with bags, which is a figure with no meaning. It is still shown, because a list filtered to one unit is exactly when you want it — but read it with the Unit column in mind, and never quote it as a quantity on its own.

• Grouping — drag a column header into the bar above the grid. Group by Unit and every group total becomes a real quantity; group by Brand or Group to see where the shortages sit. Each group gets its own count and totals, and dragging the header back out ungroups it.
• Column filters — the funnel on any header. The quantity columns offer numeric operators, so Net Available less than 50 is one click rather than another trip to the database.
• These are separate from the filters above the grid. Those decide which rows are fetched ; these work on the rows already on screen.

Export and Print both carry the grouping, the column filters and the totals as you have them on screen.

6Why this agrees with the customer portal #

This report, the customer's catalogue on the portal, the portal order desk's line panel and the order-time availability check all read the SAME function and the SAME NetAvailableQty column.

That is deliberate. A second way of computing availability is a second answer, and the clerk on the phone and the customer looking at the portal would quote different numbers for the same item.

7Shortcut keys #

• F3 — run the report again with the current filters.

8If something does not work #