Material inventory dashboard
See stock totals, low-stock and incoming counts and recent stock movements for one material from its Inventory tab.
Under review. This page is published while we check it against the live app, so some details may have changed.
The Inventory tab of a material opens the Inventory Dashboard. It gives you a quick read on how much of this one material you hold, how much is on its way, and the latest stock movements.
LibraryMaterialsopen a materialInventoryDashboard
Permission: VIEW_PRODUCT,UPDATE_PRODUCT
Before you start
- The Inventory tab only appears on materials that belong to your own library. It does not appear on materials from the Public Library.
- The Production and Inventory tabs are available only when the material production feature is switched on for your brand. If you cannot see them, ask your Brand Admin.
- To adjust stock from this page you also need the permission to update material inventory.
Open the dashboard
Open the material
From the left sidebar, click Library, then Materials, and click the material you want.
Click "Inventory"
Click the Inventory tab in the row of tabs at the top of the material.
Stay on "Dashboard"
The inventory area has four tabs: Dashboard, Stock Overview, Stock Adjustment and Receiving. The Dashboard tab is the one that opens first.
Choose a location
Use the Location dropdown at the top of the page to look at one place only. It lists All Locations, then your Warehouses, then your Suppliers. The figures below the dropdown follow your choice.
Read the summary cards
The cards show figures for this material. Each card can be switched on or off with Customize (see below).
| Card | What it shows |
|---|---|
| Total Items | The number of stock items held for this material. |
| Total Value | The value of that stock in your base currency. |
| Low Stock | How many items are marked as low stock. |
| Out of Stock | How many items are marked as out of stock. |
| Incoming | The quantity still on its way, labelled From production. |
Under Total Items, Low Stock, Out of Stock and Incoming, a View all → link opens the matching list. The first three open the stock overview (filtered to Low Stock or Out of Stock where relevant). Incoming opens the receiving list.
Note
The View all → links open the brand-wide Raw materials inventory pages, filtered to this material, rather than the tabs inside the material. Use the Stock Overview and Receiving tabs if you want to stay inside the material.
Customize the cards
Click "Customize"
Click the Customize button at the top right of the page.
Choose the cards to show
In the Customize Dashboard window, choose which columns to display in the dashboard: Total Items, Total Value, Low Stock, Out of Stock and Incoming.
Recent activity and alerts
- Recent Activity lists the three latest inventory movements, headed Latest inventory movements. Each entry shows the reason, the material and colour, how long ago it happened, the location, and the quantity as + (increase) or - (decrease). When there is nothing yet, it says No recent activity.
Adjust stock
Click Adjust Stock at the top right to start a stock adjustment. The steps are in Adjust the stock of a material. The button only shows if you have the permission to update material inventory.