Stock Tracking
How inventory stock levels are calculated, and how budget is tracked against them.
Quick Summary
- Stock formula: Current Stock = Total Delivered − Total Consumed ± Manual Adjustments
- Over budget is shown on the material's detail page when total delivery cost passes the budgeted amount (rate × planned quantity)
- Out of Stock is shown on the material's detail page once current stock reaches zero
- Consumed progress bar = usage ÷ planned quantity (percentage, not remaining stock)
- Stock updates immediately when a delivery is logged, usage is logged, or an adjustment is made
Full Guide
The Stock Formula
Your material's stock level is computed automatically from three inputs:
text
Each of these updates in real time:
| Input | What Affects It | Direction |
|---|---|---|
| Total Delivered | Every delivery you log | Increases stock |
| Total Consumed | Usage log entries | Decreases stock |
| Manual Adjustments | Stock adjustments (add or remove) | Either direction |
Budget Indicators
These appear on the material's detail page:
Over Budget
- Shown when: total delivery costs pass your budgeted amount, and a planned quantity is set
- Budgeted amount = unit rate × planned quantity
- Reads: Over budget by ₹X, in amber
- What to do: review delivery costs, check if rates have increased, adjust the budget if needed
- Example: Rate is ₹5,000/m³, planned 100 m³ = ₹5,00,000 budget. Delivery costs hit ₹5,20,000 → over budget by ₹20,000
Out of Stock
- Shown when: current stock is exactly zero
- This is the only stock-level indicator in Resources — there is no low-stock threshold
Understanding the Consumed Progress Bar
The Consumed column shows a progress bar with a percentage. This represents:
Consumed % = Total Consumed ÷ Planned Quantity × 100
This tells you how far you are through your planned material usage for the project — not how much stock remains.
If planned quantity is not set, the Consumed column shows the raw quantity consumed instead of a percentage.
| Consumed % | Status | Typical Action |
|---|---|---|
| 0–50% | Normal | On track |
| 50–80% | Watch | Verify remaining stock covers the plan |
| 80–100% | Attention | Check the current stock and the delivery schedule |
| >100% | Over plan | Usage exceeded the original estimate |
Stock History
Every change to stock is recorded with a full audit trail:
- Deliveries: Who logged it, when, how much
- Usage logs: Who logged, when, quantity consumed, remarks
- Adjustments: Who adjusted, direction (add/remove), quantity, reason
These records are visible in the material's detail page under the respective tabs.
Related
- Usage Logging — How consumption is recorded
- Stock Adjustments — Manual corrections
- Adding Materials — Setting up budget rate and planned quantity