Review stock levels

What the Stock page showsCopy Anchor Link

The Stock page is where you review how much of each tracked material you currently hold at one site. In Bulk, a consumable is a material that gets used up during production — for example glue, thread, powder coat, or ink. Each consumable can have one or more variants, which are the specific versions you actually stock and count (a grade, a colour, or a pack size). The Stock page lists one row per tracked variant and shows its current quantity, its health against your minimum and maximum levels, and its stock value.

Use this page when you want to answer questions such as whether you are about to run out of anything, what is sitting above its maximum, or when an item last moved — without opening each consumable one at a time.

Stock is always scoped to the site (the plant or location) you have selected. Switching sites shows a different set of stock levels.

Before you startCopy Anchor Link

• Your role needs the View stock levels permission (inventory.stock.view). Bulk grants this by default to the Operator, Manager, Master data, and Entity admin roles, as well as Super user, so most production users can open the page.
• The Inventory module must be enabled for your workspace. When it is, an Inventory group appears in the main navigation.
• A variant only appears here once Enable stock tracking is turned on for it. Variants without tracking are treated as untracked and are hidden from this view.

Receiving and adjusting stock is a separate, higher permission — Manage stock (inventory.stock.manage) — held by the Manager, Master data, and Entity admin roles but not the Operator role. You can still review levels without it.

Open the Stock pageCopy Anchor Link

1. In the main navigation, open Inventory.
2. Select Stock.

The page header reads Stock Management. Rows load automatically for your selected site.

Read the tableCopy Anchor Link

Each row is one tracked variant. The columns are:

• Consumable — the parent material name and its code.
• Variant — the specific variant name and code.
• Current — the quantity on hand, shown in the variant's stock unit.
• Min and Max — the minimum and maximum levels configured for the variant. A dash means none is set.
• Status — a coloured badge summarising health, described below.
• Level — a bar that plots the current quantity between the minimum and maximum.
• Value — the stock value in your workspace currency, or a dash when no unit cost is set.
• Last Movement — how long ago the last change was recorded.

Rows are sorted by urgency: Critical first, then Low, then Over, and finally OK, so the items that need attention rise to the top. Select any row to open its detail panel.

To change Current, Min, or Max for many rows at once, select Edit levels in the page header. See Edit many levels in the grid.

What each status meansCopy Anchor Link

Bulk sets the status automatically from the current quantity and the variant's thresholds:

• Critical — the quantity is zero or below, or below the site's Critical threshold percentage of the minimum (set on the Inventory Alerts screen, 0% by default).
• Low — the quantity is below the configured minimum, but not critical.
• OK — the quantity is at or above the minimum and not above the maximum.
• Over — the quantity is above the configured maximum.
• Untracked — stock tracking is turned off for the variant, so it is excluded from this view.

If a variant has no minimum set, it is never flagged Low. If it has no maximum set, it is never flagged Over.

Filter and searchCopy Anchor Link

Type part of a consumable or variant name or code in Search by consumable or variant above the table.

To filter by a column, use the filter button in its header, or right-click the header. The menu lists every value in that column with a count, so you can untick the values you want to hide or search the list for one. Consumable, Variant, Current, Min, Max, Status, Value, and Last Movement can all be filtered. Last Movement groups its values by year and month. Filters on different columns combine, and each menu only lists values that still match the other columns' filters.

A filtered column shows a funnel icon in its header. Select the icon to reopen that column's filter, or use Select all in the menu to clear it. You can also show, hide, reorder, and pin columns and save named views using the table's column and view controls.

Inspect a single variantCopy Anchor Link

Selecting a row opens a detail panel on the right. It shows:

• Current stock as a large headline figure.
• A gauge plotting the quantity against the minimum and maximum, shown when a maximum is set.
• Min Level, Max Level, Last Activity, and whether Tracking is Enabled or Disabled.
• A movement timeline of recent changes, which you can filter by All, Out, In, or Reversals.

Each timeline entry shows the movement type — such as Receiving, Production Usage, or an adjustment — the quantity in or out, the running balance before and after, who recorded it, and when.

Example: a morning stock review at Granite PeakCopy Anchor Link

Dana Winters, operations lead at Granite Peak Manufacturing's Leeds Fabrication Plant, starts each shift on the Stock page. Overnight production consumed several materials, so two variants now show Critical and three show Low at the top of the list.

Dana selects the Critical row for a slate-grey powder coat variant. The detail panel shows a current quantity of 0 kg against a minimum of 40 kg, and the movement timeline shows a large Production Usage entry from the night shift. Dana notes the shortfall, then filters the table by the powder coat consumable to check whether other colours are also running low before raising a replenishment.

What you can expectCopy Anchor Link

• The list reflects live stock for the selected site and re-sorts as quantities change.
• Only tracked variants appear, so the rows and value shown always exclude untracked items.
• Value is shown per variant in your workspace currency and only appears when the variant has a unit cost.

Limitations and things to knowCopy Anchor Link

• Site-scoped: the page shows stock for the one selected site only. There is no combined multi-site total on this page.
• Untracked variants are hidden: a variant with stock tracking disabled does not appear here, and Untracked is not offered in the Status column filter. Turn tracking on to make it appear.
• Value can be blank: the Value column is a dash for any variant without a unit cost. This is expected, not an error.

If a variant is missingCopy Anchor Link

If you expect to see a variant but cannot find it:

1. Clear the search and any column filters (look for a funnel icon in the column headers).
2. Confirm you are on the correct site.
3. Open the variant in its consumable settings and check that Enable stock tracking is turned on. Untracked variants are deliberately excluded from this page.

Related guidanceCopy Anchor Link

• Manage consumables and variants — set up the materials and variants that appear here.
• Configure replenishment thresholds — set the minimum and maximum levels that drive stock status.
• Record a stock movement — receive or adjust stock to change quantities.
• Respond to a stock alert — act on low and critical stock notifications.
• Review production consumption — see how production draws stock down.
• Inventory overview — all inventory guidance in one place.