Quick Stock Balance
Overview
Quick Stock Balance – Business Overview
Quick Stock Balance is a practical inquiry document used to get an instant view of available stock across warehouses. It helps business users make fast, informed decisions about inventory without going through detailed stock reports or complex analysis.
This document is especially useful in day-to-day operations where speed and accuracy of stock visibility directly affect sales, purchasing, and customer satisfaction.
Purpose in Business Operations
Quick Stock Balance is used to: - Instantly check current stock levels for items - Compare availability across different warehouses or locations - Support quick decisions for sales, purchasing, and internal transfers - Reduce delays caused by waiting for detailed inventory reports
It acts as a “quick reference” tool rather than a formal stock record.
Prerequisites and Setup Requirements
Before using Quick Stock Balance, the following should already be in place in Dafater:
- Items must be properly created and categorized
- Warehouses or storage locations must be defined
- Stock movements such as purchases, sales, transfers, or adjustments should be regularly recorded
- Users should have access rights to view stock information
Accurate results depend on disciplined and timely stock transactions.
Typical Workflow and Business Fit
The typical usage flow is simple and efficient:
- A user opens Quick Stock Balance
- Selects or filters by item, warehouse, or other relevant criteria
- Instantly reviews available quantities
- Uses the information to take immediate business action
This document fits naturally into daily operations and is often used multiple times a day by different teams.
Key Business Scenarios Where It Is Essential
Quick Stock Balance is especially valuable in the following scenarios:
- Sales teams checking availability before confirming orders with customers
- Procurement teams deciding whether to reorder items or delay purchases
- Warehouse staff verifying stock before internal transfers or dispatch
- Customer service teams responding quickly to availability inquiries
- Management getting a fast snapshot of stock health without running reports
In fast-moving businesses, it prevents lost sales and unnecessary overstocking.
Important Considerations for Users
- Quick Stock Balance shows current data based on posted transactions; unrecorded movements will not appear
- It is designed for quick checks, not for audit or reconciliation purposes
- Users should always confirm critical decisions (large orders or commitments) with formal stock or valuation reports when needed
- Consistent and accurate stock entry is essential for reliable results
In Summary
Quick Stock Balance is a fast, user-friendly tool in Dafater that provides immediate visibility into inventory levels. It supports operational efficiency, improves responsiveness, and helps teams make confident business decisions without slowing down daily workflows.
Basic Information
- Module: Stock
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| warehouse | Warehouse | Link | ✓ | Warehouse | Warehouse storing the item stock within Dafater |
| date | Date | Date | ✓ | - | Date for which stock balance is viewed in Dafater |
| item_barcode | Item Barcode | Data | - | Scannable barcode used to quickly identify item in Dafater | |
| item | Item Code | Link | ✓ | Item | Item code linked to product master in Dafater |
| item_name | Item Name | Data | - | Readable item name for easy identification in Dafater | |
| item_description | Item Description | Small Text | - | Short description explaining item details and specifications | |
| image | Image View | Image | image | Item image preview for quick visual verification in Dafater | |
| qty | Available Quantity | Float | - | Quantity of item currently available in selected warehouse | |
| value | Stock Value | Currency | - | Total monetary value of available stock in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Stock User | ✓ | ✓ | ✓ | ✓ | ||
| Stock Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Item | Links to | Stock |
| Warehouse | Links to | Stock |