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Movement history

Movement history documents the origin of every figure: where a given quantity came from. Every change of stock is recorded here together with its reason.

Stockly → Warehouses → Movement History.

Date, Type, Product, Source, Target, Order, Qty, Stock after, User, Comment.

Source and Target show not only the location but also the stock before and after, so a row states the complete operation: out of this location, which held a given quantity, a given number of units went into that location, which was left with a given quantity.

A movement made outside the admin (by an integration or an order) is marked External in the User column.

TypeMeaning
Add / Removemanual addition and removal of stock
Movea move between locations or warehouses
Reserve / Releasea promise to an order and its release
Backordered / Backorder clearedheld for lack of goods, and its closure
Picka pick during picking
Orderstock leaving for an order
Receivinga supplier receipt
Put-away / Undo put-awayplacement onto a shelf and its reversal
QC passedrelease from quality control
Stocktakea stocktake correction
Returna return
Till salegoods sold over a counter, leaving at the moment of sale
Till refundgoods handed back over a counter and put back into stock
Damage / Lossdamage and loss
Correction / Batch correctiona manual correction and a batch-level one
Mappingfirst placement of goods from a product field
Warehouse reassignmentassignment to another building
Palletize / Depalletizeloading onto a carrier and taking off it
Nest LP / Unnest LPnesting a carrier in another and detaching it
Revertthe reversal of an earlier operation

A till sale is the one outflow with no picking in front of it: the customer took the goods off the shelf themselves and the money is already in the drawer. The units therefore leave at the moment of sale, in one movement, and the order behind it is never reserved and never booked out a second time by the order pipeline, which would otherwise remove every sold unit twice.

Which shelf they leave is decided by the stock itself: the fullest location of that article in the counter’s warehouse first, then the next, and anything the shelves cannot cover is recorded against the unassigned pool of that warehouse. The movement carries the cashier who was signed in, the same way the picking and packing movements carry theirs.

The type says what happened; alongside it the module records why, as a sentence a person can read: “Reserved for order”, “Transfer 1042 shipped”, “Location assigned while picking”, “Shelf corrected after a shortage was reported”, “Stocktake reverted”.

Three reasons tie the history to mechanisms documented separately:

  • Stock corrected after an external change — a correction following a stock change made outside the module. → External stock writes
  • Settled order 10042 — outflow booked by the repair wizard — the outflow a settled order never booked, entered by a decision in the repair wizard. → Integrity repair wizard
  • Shelf corrected by the repair wizard (external figure kept) — the shelf brought into line with a figure written past the module, again by a decision in that wizard.

None of those operations is therefore an unexplained correction: the history records that the figure changed as a result of a decision, and which decision it was.

The list narrows by Type, Warehouse, Product name, Product number, Manufacturer, Sales Channel, Categories, Tags and Active.

The most common diagnostic approach is a product filter plus a date range: the product’s whole history is displayed as one sequence and shows when the figures started to diverge.

Create movement opens the Create Stock Movement form: the product is selected in the Product card, and the kind of operation, the warehouse, the location and the quantity in the Operation card.

The Order column ties a movement to an order, and movements from warehouse operations carry a reference to the operation itself. Every row therefore leads back to the work that caused it: a stocktake session, a receipt or a transfer.

For developers: the same ledger as an API — the stock model describes the movement row, putting stock in a bin describes what writes one.