Stock Movements

Stock Movements provide a complete audit trail of every inventory change in your jewelry store.

Accessing Stock Movements

Navigate to Inventory > Stock Movements to view all recorded movements.

Movement Types

Recording a Stock Movement

Each movement captures:

• Item — The product (polymorphic — works with Products, Metals, Stones)
• Movement Type — In, Out, Transfer, or Adjustment
• Quantity — Number of units moved
• Previous Quantity — Stock before the movement
• New Quantity — Stock after the movement
• Reason — Why the movement occurred (sale, purchase, manual, etc.)
• Notes — Additional details
• Location From — Source warehouse (for transfers)
• Location To — Destination warehouse (for transfers)
• User — Staff member who performed the movement
• Approved By — Manager who approved (if required)
• Approved At — Approval timestamp
• Metadata — JSON field for additional data (e.g., sale number, PO reference)

Automatic Stock Movements

The system automatically creates stock movements when:

1. Sales are completed — Out movement recorded with sale reference
   • Reason: "sale"
   • Notes: "Sale #SALE-20250222-0001"
   • Metadata includes sale_id and sale_number
2. Reservations are made — Out movement with reservation reference
3. Gift card adjustments — When gift-card-related inventory changes occur

Approval Workflow

For large adjustments (quantity > 100), approval may be required:

• The movement is created but not yet approved
• A manager reviews and approves via the approved_by and approved_at fields
• Use isApproved() to check approval status
• Use requiresApproval() to determine if approval is needed

Viewing Movement History

The Stock Movements list shows:

• Date/time of movement
• Item name and type
• Movement type with color coding
• Quantity change (displayed as +/- value)
• Previous → New quantity
• User who performed the action
• Approval status

Filtering

• By movement type (In, Out, Transfer, Adjustment)
• By date range
• By user
• By item/product
• By approval status

Using the Movement Chart

The Stock Movement Chart widget on the Inventory Dashboard visualizes movements over time, helping you spot:

• Seasonal patterns in receiving and selling
• Unusual spikes in adjustments (potential shrinkage)
• Transfer frequency between locations