Inventory Overview (web & app)

Inventory Overview (web & app)

Item inventory can be tracked in StockMate, using Inventory Transactions:
  1. Purchases
  2. Sales
  3. Wastage
  4. Stocktake
The Inventory Transactions: Adding a Purchase, Sale, Wastage, Stocktake (web) details the setup and tracking of inventory transactions on the Web.
The Inventory Transactions: Adding a Purchase, Sale, Wastage, Stocktake (app) article outlines the instructions for setting up inventory tracking on the App.

Item levels can then be reported on, in various ways, through the Inventory reports. The following Inventory reports are available in StockMate:
  1. Inventory Report: This report is used to view Item stock levels at a given point in time.
  2. Running Totals Report: This report is used to view changes to Item stock levels over a given date range.
  3. Stocktake Report: This report is used to view corrections to Item stock levels made, during a given date range.
  4. Transaction Detail Report: This report can be used to view further information related to Transactions.
Usage is automatically calculated as Items are applied to animals via StockMate Sessions.
Transactions should be backdated to reflect the date/time they occurred. Calculations could be impacted, particularly once Stocktakes are utilised and associated adjustments are calculated using transaction date/times.
Access to the Inventory section of StockMate is based on a user's permissions:
  1. Users with Administration permissions have full access to Inventory.
  2. Area Managers are limited to their Management areas.
  3. Operators can enter Transactions for their Management areas, but do not have access to Inventory Reports.

    • Related Articles

    • Mob-based Overview (web & app)

      The mob-based method is one of the ways that StockMate calculates livestock inventory and movement of animals. Choosing Between Individual Animal and Mob-based Systems provides a detailed description of the two methods available in StockMate for ...

    • Sessions Overview (web)

      Sessions are heavily used throughout StockMate, for recording animal attributes, drafting, movements, examination results and applying treatments. They can be created via scanning animals, bulk selection or importing data using the relevant ...

    • Reports Overview

      The Reports section of StockMate enables the user to configure and generate reports. Most reports have ‘Report Configuration’, ‘Search Criteria’ and 'Pivot mode' options that can be edited and updated in a similar fashion. Report Configuration allows ...

    • Sessions Overview (app)

      Sessions are heavily used throughout StockMate, for recording animal attributes, drafting, movements, examination results and applying treatments. On the app they can be created via scanning animals or bulk selection. The Status of an animal is in ...

    • Configuration Overview (web & app)

      The Configuration Section of the StockMate website allows setup of various components of the database for your business, prior to using the website and app in scan sessions. Refer to Install StockMate & Setup Tablet (app) for StockMate app install ...