# Stock overview for a material

> Find, filter and manage the stock lines of one material by colour and location, and export, adjust, transfer or delete them.

Source: https://docs.vestislabs.com/library/material-inventory-stock-overview/

The **Stock Overview** tab lists every stock line held for one material, one line per colour and location. Use it to see what is available, reserved and incoming, to change a line, or to export the list.

**Where to find it:** Library → Materials → open a material → Inventory → Stock Overview
**Requires:** permission `VIEW_PRODUCT,UPDATE_PRODUCT`

## Before you start

- The **Inventory** tab only appears on materials in your own library, and only when the material production feature is on for your brand.
- The row actions **Adjust Stock**, **Transfer Stock**, **Edit Notes** and **Change Status** need the permission to update material inventory. **Delete** needs the permission to delete material inventory. **Receive** needs the permission to create material production.

## Open the stock overview

1. **Open the material**
   From the left sidebar, click **Library**, then **Materials**, and click the material you want.

   ![The Materials list with the material to open](https://docs.vestislabs.com/assets/library/assets/material-inventory-stock-overview/60-open-material.webp)

2. **Click "Inventory"**
   Click the **Inventory** tab at the top of the material.

   ![The tab row of a material with Inventory selected and the Dashboard, Stock Overview, Stock Adjustment and Receiving tabs below it](https://docs.vestislabs.com/assets/library/assets/material-inventory-stock-overview/61-inventory-tab.webp)

3. **Click "Stock Overview"**
   Click the **Stock Overview** tab.

   ![The Stock Overview tab listing one stock line for each colour of the material with available, reserved and incoming quantities](https://docs.vestislabs.com/assets/library/assets/material-inventory-stock-overview/62-stock-overview-tab.webp)

## Search, filter and change the view

1. **Search by name**
   Type in the **Search by name** field above the list.

   ![A name typed into the Search by name field above the stock list](https://docs.vestislabs.com/assets/library/assets/material-inventory-stock-overview/63-search.webp)

2. **Filter the list**
   Open the filter and choose one or more values under **Supplier**, **Location** or **Status**. The status values are **In Stock**, **Out of Stock**, **Low Stock** and **Overstock**.

3. **Switch the view**
   Click **List view**, **Grid view** or **Kanban view** to see the same stock lines as a table, as cards, or as a board.

   ![The List view, Grid view and Kanban view buttons next to the Filter button](https://docs.vestislabs.com/assets/library/assets/material-inventory-stock-overview/65-views.webp)

4. **Reset the filters**
   Click **Reset** to clear the search and all filters.

> [!NOTE]
> The list shows 10 lines per page. The grid view shows 8 per page.

## Table columns

The table can show the columns below. Click **Columns** at the top right to choose which ones are shown.

| Column | What it shows |
|---|---|
| **Product** | The material picture, name and colour. |
| **SKU** | The material code. |
| **Available** | The quantity in stock at that location. |
| **Reserved** | The quantity reserved. When part of it is reserved from incoming stock, a small **Incoming** figure shows under it. |
| **Incoming** | The quantity still to arrive. |
| **Available Stock Value (Original Currency)**, **Reserved Stock Value (Original Currency)**, **Incoming Stock Value (Original Currency)** | The value of each quantity in the material's own currency, under an **Original Currency** heading. |
| **Available Stock Value (Base Currency)**, **Reserved Stock Value (Base Currency)**, **Incoming Stock Value (Base Currency)** | The same values converted to your base currency, under a **Base Currency** heading. |
| **Supplier** | The material's supplier. |
| **Location** | The warehouse or supplier that holds the stock. |
| **Status** | A badge such as **In stock**. |
| **Last Updated** | The date and time of the last change. |
| **Notes** | The note saved on the line, if any. |
| **Actions** | The three-dot menu for the line. |

> [!TIP]
> If the material's currency is different from your base currency and no exchange rate is set, the base-currency value column shows **Set Exchange Rate**. Click it, choose a rate under **Select Exchange Rate**, and click **Set Exchange Rate** to confirm.

## Export the list

1. **Click "Export"**
   Click **Export** at the top right of the page.

   ![The Columns, Export and Adjust Stock buttons at the top right of the Stock Overview tab](https://docs.vestislabs.com/assets/library/assets/material-inventory-stock-overview/66-export.webp)

2. **Choose a format**
   Click **Export to Excel** to download a spreadsheet, or **Export to PDF** to open a printable page in a new tab. Both follow the search, filters and sort you have applied.

## Row actions

Click the three dots in the **Actions** column of a line to open the menu.

- **Adjust Stock** opens the stock adjustment window already set to this material, colour and location. See [Adjust the stock of a material](https://docs.vestislabs.com/library/material-inventory-stock-adjustment/).
- **Transfer Stock** moves available quantity to another warehouse or supplier location. The window shows the material, colour, location and **Available** quantity.
- **Receive** opens the **Receive Items** window for this material, so you can book in quantities from production orders that are on their way.
- **Edit Notes** saves a note on the line.
- **Change Status** sets the line status.
- **Delete** removes the stock line.

### Transfer stock

1. **Choose the destination**
   In the **Transfer Stock** window, select a supplier or warehouse in **Destination**.

2. **Enter the quantity**
   Type the amount in **Quantity**. The field shows **Max** with the available quantity. If you go over it, the message **Quantity exceeds available.** appears.

3. **Select the reason**
   Select a **Reason** (required), or type a new one to create it.

4. **Add a note (optional)**
   Type in **Notes** if you want to record why you are moving the stock.

5. **Confirm**
   Check the **Transfer Summary** (material, from, to, quantity, reason), then click **Transfer**. The button stays disabled until the destination, reason and a valid quantity are set.

### Edit a note

In the **Edit Note** window, type your text in **Note** (up to 500 characters). A **Preview** shows how it will look. Click **Update Note**. The button stays disabled while the note is empty.

### Change the status

In the **Change Status** window, select a new status under **Select New Status** and click **Update Status**. The button is disabled while the current status is selected. The options are:

| Status | Meaning shown in the window |
|---|---|
| **In Stock** | Item is available and ready for use |
| **Low Stock** | Item quantity is below recommended level |
| **Out of Stock** | Item is not available |
| **Overstock** | Item quantity exceeds recommended level |

### Delete a stock line

Click **Delete** in the row menu. In **Delete Material Inventory**, click **Delete** to confirm, or **Cancel**.

> [!WARNING]
> Deleting a stock line cannot be undone.

## When the list is empty

If nothing matches, the page shows **No Inventory Found** with **Adjust Stock** (if you may create stock) so you can add the first line.

## Related

- [Material inventory dashboard](https://docs.vestislabs.com/library/material-inventory-dashboard/)
- [Receive incoming material stock](https://docs.vestislabs.com/library/material-inventory-receiving/)