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Warehouses and stock levels (early access)

Check stock by Warehouse, add stock, set minimums, review Warehouse value and trace stock changes.

Written by Logan Bowlby

Overview

Warehouses are where stock lives. Each material has its own quantity in each Warehouse, so Inventory shows not just how much you have, but where it is.

This article covers where to see stock levels, what changes them, and how to trace a change in the Stock History. To create Warehouses, see Setting up Inventory.

At a glance

Who can do this

Super Users, or Roles with the relevant stock permissions when permission controls are enabled.

Where

Inventory (materials list and each material’s page)

Works on

Backend (web)

Availability

Early access — contact your CSM

🚀 Early access: Inventory is an early-access feature. Mobaro turns it on for your organization. Until then, Inventory shows greyed out in the Backend menu.

💡 Why this matters: "Do we have it, and is it where we need it?" is the question Inventory answers. Per-Warehouse stock tells you whether a part is in the right place, or needs transferring before a job.


How stock is held

  • Stock is kept per material, per Warehouse. A material’s Total Stock is the sum across its Warehouses.

  • Quantities can have up to 3 decimal places.

  • Stock can go below zero. Transfers and materials used on Assignments are never blocked by low stock.

Stock only changes through these actions, and each is recorded in the Stock History:


See stock on the Inventory page

The Inventory page lists materials with their SKU, Name, In Warehouse(s) and Total Stock. Select a category in the Categories tree to list the materials directly in it; select Uncategorized to see materials with no category. Search looks across the whole catalogue.

Inventory list showing SKU, Name, Warehouse count and Total Stock.

To see one Warehouse’s stock, use the Warehouse filter. The list shows materials with a stock row in that Warehouse, and Total Stock shows that Warehouse’s quantity. The selected category or search still applies.

Use the Warehouse filter to review quantities and thresholds for one Warehouse.

On Inventory › Warehouses, Value is shown in the accounting currency and Unpriced counts materials that cannot be valued. Value uses positive stock quantities with current prices and exchange rates, not historical purchase costs. See Set material prices and understand Warehouse value.


See a material’s stock by Warehouse

Select a material and click Edit. Its Warehouses panel shows Quantity and, when enabled, Min stock. Use Create, Transfer, Adjust or Delete for stock rows. Select a row and use Set minimum stock to set or clear its threshold.

Select a Warehouse stock row and use Set minimum stock.

Add stock to a Warehouse

1. Open the material

On the Inventory page, select the material and click Edit.

2. Click Create in the Warehouses panel

In Add stock, choose the Warehouse and enter a Quantity above zero. If shown, Minimum stock (optional) sets the threshold for this Warehouse. Leave it blank for no minimum, or enter zero or a positive number with up to 3 decimal places.

Choose a Warehouse, enter a positive Quantity and optionally set Minimum stock.

3. Click Add stock

Mobaro confirms Stock added to the warehouse, and the Stock History records it as an Adjustment. You can only add stock to a Warehouse that doesn't have the material yet; otherwise you see This material already has stock in the selected warehouse. Use Adjust instead.


Review the Stock History

The Stock History panel on a material’s page lists every change: Date, User, Warehouse, Transaction Type (Adjustment, Transfer or Consumption), the Assignment for consumption, the Reason and the Quantity added or removed. Filter it by user, time range or Assignment.

Stock History shows each change with date, user, Warehouse, type, reason and quantity.

If someone else changed the same stock while you were editing, Mobaro refuses your change. You see The stock changed while you were editing: it is now X, not Y. Check the new figure and adjust again. or The data changed while you were saving. Reload and try again.


Find shortages and review movements

When stock alerts are enabled, use the Low Stock filter. It includes materials at or below an overall minimum or a Warehouse minimum, and stock at zero or below. Overall and Warehouse minimums are independent; they do not reserve stock or prevent transfers. See Set minimum stock and find shortages.

Use the Low Stock filter to find materials with total or Warehouse shortages.

For period totals across materials, open Inventory › Movements and choose Consumption, Adjustments or Transfers. You can export the filtered report to Excel. See Review and export Inventory movements.

Where permission controls are enabled, stock actions need the corresponding stock permission. Location membership may also limit targeted Warehouses. Pricing, stock alerts and Movements may be enabled separately; ask your CSM if controls are missing.


Best practices

  • For a stock count, filter to the Warehouse you're counting and work through one category at a time.

  • When a count doesn't match, check the Stock History before you adjust. A transfer or a resolved Assignment often explains the gap.

  • Count regularly and correct with Adjust, since stock can drift below zero.


Frequently asked questions

How do I see everything in one Warehouse?

On the Inventory page, set the Warehouse filter. Only materials with a stock row there are included; Total Stock shows that Warehouse’s quantity. Your category selection or search still applies.

Why is a stock level negative?

Mobaro doesn't block transfers or materials used on Assignments when stock is short, so a Warehouse can go below zero. Count the stock and correct it with Adjust. See Adjusting and transferring stock.

How do I change a stock level?

Not by typing over the number. Use Add stock for a Warehouse that doesn't hold the material yet, and Adjust or Transfer after that, so each change is recorded.

Can I do a stock count with a Checklist?

You can build a counting Checklist, but Checklists don't change stock. Record the counts with Adjust. See Inventory in Mobaro: overview.

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