Stock Levels

Viewing Stock Levels

To access stocks levels you must first switch to the Inventory Module of OrderEazi, you can switch by cliking on "Inventory" under the dropdown menu top right. If you don't see an option to access Inventory then you either don't have access or your OrderEazi instance is not licensed for Enterprise.

Once the Inventory Module has loaded, access the stocklevels using the left-side menu, click Stock > Stock Levels.

📦 Item and Location

• Location: The physical or logical warehouse location of the item

• Code: Unique product code, which could combine an internal reference (e.g., OE-0032908) and a short product identifier (e.g., BOS-BDS).

• Description: Full description of the item, including brand, type, size, color, and sometimes SKU variant codes.

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📊 Quantities

• Stock Days: Indicates the number of days the stock has been in inventory. High numbers may suggest slow-moving items.

• Pick Res: Quantity reserved for picking (currently 0 for all).

• Move: Movement figures in the format X / Y where:

  • X = Quantity moved out

  • Y = Quantity moved in

• XFER: Inter Warehouse Transfer figures, formatted Allocated / Incoming / Outgoing

• DISP: Disposals — items removed from stock due to damage, expiry, etc.

• RTRN: Returns — stock returned to the warehouse.

• Avail: Available stock o be sold

• Actual Qty: Physical stock counted in the warehouse.

• TH: Threshold — a reorder level or minimum threshold.

• Incoming: Stock expected to arrive due to purchases

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💰 Cost and Pricing

• Avg Cost: The average cost per item

• Total Cost: Total stock value for that line item in that location (Actual Qty x Avg Cost).

• Avg Sell: The average selling price per unit.

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⚙️ Settings / Actions

• The gear icon column on the far right is used to access detailed stocklevel information for that item in that location

Filtering Stock Levels

The filter section in the OrderEazi stocklevel screen allows users to narrow down the stock level results based on various criteria. Here's a breakdown of each filter field and its functionality:

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🔍 Filter Options and Their Purpose

1. Warehouse

• Dropdown Menu

• Lets you choose a specific warehouse to search within, or select "All" to include every warehouse in the system.

• Useful for users managing stock across multiple locations.

2. Stock Item

• Free-text input

• Allows you to search for a specific stock item using a part of its code, description, or both.

• Useful for quickly locating a known item.

3. Search Exact

• Checkbox

• When checked: Performs an exact match on the Stock Item input (e.g., only returns results that match exactly what you typed).

• When unchecked: Performs a partial or fuzzy match (e.g., matches any item containing the text you entered).

• Helpful when you know the precise stock code or want broader results.

4. Location

• Free-text input

• Filters items by a specific bin location or area within the warehouse (e.g., Pick-Face/WH1).

• Useful for warehouse teams managing stock at the shelf/bin level.

5. Search Historic (Qty <= 0)

• Checkbox

• When checked: Includes historic items (items with a stock quantity of 0 or less).

• When unchecked: Only shows items with available stock.

• Useful for:

  • Reviewing old stock

  • Replenishment planning

  • Auditing inactive SKUs

6. Filter Button

• Applies all selected criteria and refreshes the results accordingly.

7. Reset Filter Button

• Clears all input fields and selections, returning the view to its default state (showing all items).

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✅ Use Case Example

If you want to:

• Find items in the warehouse Pick-Face/WH1

• That include the word “Golf” in their description

• And only show results with stock available

You would:

1. Select Warehouse: All or the specific one

2. Type Golf into the Stock Item field

3. Leave Search Exact unchecked (for broader match)

4. Enter Pick-Face/WH1 in the Location field

5. Leave Search Historic unchecked

6. Click Filter

Exporting and Importing Stock Levels

📤 Export Button

• Icon: A spreadsheet symbol (Excel icon)

• Label: Export

🔧 Functionality:

• Downloads the current view of the stock levels table into an Excel (.xlsx) or CSV file.

• The exported data reflects any active filters (e.g., warehouse, location, item code).

• Typically includes columns such as:

  • Location

  • Stock Code

  • Description

  • Quantities (Available, Actual, Pick Res, etc.)

  • Cost and Selling Prices

✅ Use Cases:

• Auditing or reconciling stock

• Sharing stock reports with other departments

• Bulk updates (as a starting point for re-importing changes)

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📥 Import Levels Button

• Icon: A plus symbol inside a circle

• Label: Import Levels

🔧 Functionality:

• Allows users to upload a spreadsheet file to update stock levels in bulk.

• File must follow a specific template format, that is explained on the next screen:

  • Item Code/SKU

  • Warehouse

  • Location

  • New Stock Quantity

✅ Use Cases:

• Importing initial stock levels when onboarding new products

• Syncing data from an external system or ERP

⚠️ Notes:

• Validation rules typically apply to ensure data integrity.

• Importing may be restricted by user permissions or workflow approvals.

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🧠 Tip:

Before doing an import, it's best practice to export current data as a backup in case you need to revert changes.