Stock Balancing
Before you buy more, check whether you already own it somewhere else. Balancing suggests internal transfers from locations holding surplus to locations that have fallen below their reorder point.
Stock Balancing sits under Inventory and answers one question: which internal transfers would fix a shortage without a purchase order. It compares the quantity held at each item, warehouse and location against that item's reorder point, then pairs understocked places with places holding more than they need.
How A Suggestion Is Built
- Stock is grouped by item, warehouse and location — batches in the same place are summed, so a suggestion is about a place, not a batch.
- A location whose total falls below the item's reorder point is understocked.
- Locations with a comfortable surplus of the same item are candidate sources.
- Each suggestion names the item, the source, the destination, and a quantity to move.
Acting On It
Suggestions are advice, not instructions — nothing moves until a person raises the transfer. Turn one into a real movement through Stock Transfers, which keeps the dispatch, receipt and signature trail intact. If the shortage is real everywhere, the answer is procurement instead: see Request to PO.
If The List Looks Empty Or Wrong
- No suggestions at all usually means reorder points are not set. An item with no reorder point can never be understocked, so it can never appear here. Set them on the item — see Edit Items.
- A source you would not pick — a location holding stock that is reserved, damaged or under inspection — should be put on the right status so it stops reading as surplus.
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