Stock dashboard
See live on-hand quantities, stock value, expiry badges and low-stock alerts per location.
The stock dashboard is your live picture of inventory — how much of each item is on hand, what it’s worth, what’s running low, and what’s about to expire — broken out per location. Every receipt, transfer, adjustment and stock take updates it, so the numbers you see are the current stock balance, not a nightly snapshot.
What you see depends on who you are. Owners and managers get the console Inventory page across every warehouse, kitchen and outlet. Outlet staff see only their own outlet’s stock list on the mobile app. New to the terms here? See the Glossary.
How stock is valued
Quantities are stored in each item’s base unit (with an optional friendlier display unit on screen). The value of what’s on hand is quantity × average cost, maintained by weighted moving average — every receipt blends the price you just paid into the running average. So stock value reflects what your inventory actually cost you, not a list price.
An item is flagged Low when its on-hand quantity falls to or below the par level set for it at that location. Items with no par are never flagged low.
The console Inventory page (owners and managers)
Open Inventory in the sidebar. A KPI band heads the page: Warehouse · inventory value, Total SKUs, At outlets (the value held across your shops), and Below half-par. Below it, a toggle switches between two views:
- Warehouse · master — the full item catalog as a table: each item’s tier (Raw / Semi / Finished), category, average price, on-hand, par, a level bar, and value. Narrow it with the tier and category dropdowns, the low-stock filter, or search. A status filter switches between Active, Archived and All items.
- Outlets — a card per outlet (and the central kitchen), each showing that location’s stock value, item count and an At par percentage, plus a LOW badge when items there have dropped below half their par. Press Open stock in hand to see that location’s full table.
From the warehouse table you can act on a row directly — Edit item, View movement, or Archive item (archived rows get a Restore item action). Clicking a row opens the item ledger drawer: on-hand, par, recent in/out totals, the vendors who supply it (with the primary and best price marked), and the full movement ledger — every GRN, transfer and adjustment with a running balance.
The Stock take and New item buttons live at the top of the page.
Switching locations
- The console follows your pinned warehouse. Owners with more than one warehouse get a switcher in the top bar — pin the whole console to one warehouse, or choose All warehouses for the org-wide aggregate.
- To look at a single shop, use the Outlets view and open its stock-in-hand page — it has its own stock value / at-par / below-half-par figures, search, a Low filter, and a Copy SKU row action. It’s read-only: counting happens in the stock take.
- On the mobile layout, tap the location chip in the header to open the Select location picker.
Expiry on the dashboard
Perishable stock carries its expiry through every view. See Expiry tracking for the full picture.
- Row badges — an item with a lot expiring soon shows a pill like “2 lots · exp Tue”: red when within 48 hours, amber when within 7 days. Items with nothing expiring stay silent.
- The Expiring filter — the stock list’s filter chips include Expiring with a live count, so you can see just the at-risk items.
- Use first — on the staff stock list, soon-expiring items float to the top under a Use first band, soonest first, so the team knows exactly which stock to cook and sell before opening fresher stock.
- Expiring soon zone — the dashboard home’s expiry section shows how many items have a lot inside 7 days and the rupee value at risk, the top three Use first today items, and the dispose queue for anything already expired.
Item detail
Open any item from a stock list to see its full story:
- Total stock across locations, the par, and the last price paid.
- Stock by location — a row per location with on-hand and a level bar, so you can see where the stock actually sits.
- Sourcing — the vendors that supply the item, with the preferred one marked.
- Recent movement — the stock ledger for this item: GRNs received, transfers in and out, consumption and adjustments, each with a signed quantity and when it happened.
- Change history — the field-level audit log (old value → new value, who, when). Owners and managers only.
The staff view (outlet)
Outlet staff open Stock in the tab bar and see their own outlet — never another outlet’s stock, and never the warehouse master. The page opens with two tiles: On-hand value and Below par (out of the total item count), then a searchable, category-filterable list — each row showing on-hand, par, a Low pill and a level bar. Tapping a row opens the item detail above (minus the owner-only change history).
The staff home pulls these numbers forward too — when items are running low it offers a Quick order shortcut prefilled with the short items.
Warning: while a weekly blind stock take is open for an outlet, that outlet’s on-hand figures and low-stock flags are hidden for staff — masked on the stock list and the tiles — so the recorded numbers can’t be back-solved during the physical count. They reappear once the count is submitted. Owners and managers are never masked.
Low-stock alerts
The Low stock page lists items at or below their reorder threshold, split into Out of stock (nothing on hand) and Running low, with a search box. The action button adapts to who you are: managers and owners get Raise PO (straight into a new purchase order); staff get Order (into a purchase request).
The sidebar’s Inventory badge counts outlets with a stock take due today first — an outstanding count is the more urgent job — and falls back to the low-stock count when nothing is due.
Exporting the list
Press Export CSV on the warehouse table to download exactly what’s on screen — same location, same status filter, same search. The button stays disabled while the list is empty or still loading, and a failed export offers a one-tap retry.