Stock Items — SanadiqCloud
Product version: 1.0.0+1
Last updated: 2026-10-07
Audience: Tenant Owners, Tenant Employees, Regular Users
A. What Is a Stock Item?
A stock item (inventory item) is one catalog Product Item (SKU) tracked inside an inventory. Catalog fields (name, SKU, barcode, price) come from the Product service; this record holds quantities, cost, tracking, dimensions, and optional bin placement.
Open a stock item from:
- An inventory’s Items table
- Inventory Setup after Create item (View item)
- Product item detail → Create inventory item
- Search or barcode scan
You can open a printable placard and the per-item ledger from detail.
Item lifecycle status on the line includes available, reserved, quarantined, damaged, expired, in_transit.
B. Creating a Stock Item
Paths
- Inventory > Setup — Storage → Bins → Item (catalog, stock details, placement) → Review
- Inventory detail / form — create item and choose catalog + inventory
- Product Item detail → Create inventory item — product and SKU prefilled
Fields (create / setup Item step)
| Area | Fields |
|---|---|
| Quantity | Quantity on hand (create) |
| Levels | Minimum, maximum, reorder point, reorder quantity |
| Commerce | Unit cost (in the organization currency), supplier |
| Tracking | Batch, lot, serial, expiry date, manufacture date |
| Dimensions | Height / length / width (cm); may default from catalog packaging |
| Placement | Initial bin (physical location). In Setup, a positive quantity is placed in one bin or split across several |
Unit cost is required when you enter a quantity. Finance records the opening quantity as inventory asset value (quantity × unit cost) for every stock item, so each new item adds its own value. Enter 0 only for stock that genuinely has no cost. If an older item was saved with quantity but no cost, give it its value with an inventory adjustment that sets the new unit cost.
Auto on save if left blank: batch BATCH-YYYYMMDD-XXXXXX, lot LOT-YYYYMMDD-XXXXXX, placard barcode PL-…. Serial is never auto-generated; when a serial is set, quantity is treated as 1.
Review (in Setup) shows storage, bins, catalog, placement, quantities, commerce, tracking, and dimensions before create.
C. Detail — Quantities
| Metric | Description |
|---|---|
| On hand | Physical count |
| Available | On hand minus reserved |
| Reserved | Committed quantity |
| Incoming | Expected inbound |
Indicators include low stock, out of stock, and expiring soon (expiry within ~30 days).
D. Stock Levels
| Field | Description |
|---|---|
| Minimum stock level | Triggers low-stock style alerts when on hand is at/below this |
| Maximum stock level | Upper bound for overstock monitoring |
| Reorder point / quantity | Suggested reorder thresholds |
Merchant dashboard Stock Alerts surface low-stock and expiring-soon items.
E. Tracking
| Field | Description |
|---|---|
| Catalog barcode / SKU | From the product item |
| Placard barcode | Generated on create (PL-…) for labeling |
| Batch / lot | Optional; auto-generated if blank on create |
| Serial | Optional; unique unit tracking |
| Expiry / manufacture | Dates for shelf-life workflows |
| Supplier | Optional supplier link |
F. Commerce and Dimensions
Unit cost (in the organization currency), last counted/received/issued timestamps (when recorded), and item dimensions in cm. Last counted is set only when an approved cycle or physical count covers the item.
Counts card
Shows the latest approved cycle count and physical count for this item — when, system quantity, counted quantity, and difference — with a link to the count. Later transfers, requisitions, and pick lists do not change these numbers. No approved count yet appears until the first approved count.
G. Allocations (Bins)
Distribute on-hand quantity across physical locations in the same inventory:
- Allocate — choose bin and quantity
- Update or remove allocations as needed
- Bin transfer — move quantity between bins without changing total on hand
Total allocated cannot exceed on hand (per system rules).
H. Operations (from item detail)
The Operations card (permission-gated) creates documents with this inventory and SKU locked:
| Action | What is locked | What you still choose |
|---|---|---|
| Create adjustment | Inventory + item | Type (correction, damage, expiry), qty, optional bin |
| Create requisition | Inventory + item | Qty / lines |
| Create transfer | Source inventory + item | Destination inventory, source bin, destination bin, qty |
| Create pick list | Inventory + item | Source bin, qty, optional reason (no destination bin) |
After you create the document, the app opens its detail page so you can continue its workflow; Back returns to the item, refreshed. Without permission to view that document type, you return straight to the item.
Same-inventory bin transfer stays on the allocations card (dialog), not as a warehouse shortcut.
For an item in a pool held by an employee (custody stock), Create transfer becomes Unload to warehouse, and Create requisition and Create pick list are not offered. The system also refuses opening stock on create, manual stock-level edits, and deleting the item while it still holds stock.
I. Reserve and Release
Reserve commits available quantity (reason/notes as required by the dialog). Release returns reserved quantity to available. Manual reservation is not available for items in a custody pool.
J. Item Placard / PDF
From stock item detail, open Placard to view/print a label (product name, SKU, barcodes, qty, batch/lot/serial, dimensions as available).
K. Activity / Ledger
Open the item ledger for dated movements (type, quantity change, references). Transaction types use consistent type indicators in the app.
Previous: Stock & Inventory
Next: Physical Locations
See also: Overview | Adjustments | Counts | Transfers | Pick Lists | Products — Items | Merchant Dashboard