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Inventory Management — Stock Overview (how to use)

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Stock Overview

Module: Inventory Management

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Inventory Management.
  3. Click Stock Overview.
  4. Direct route (for admins): admin/inventory_management/inventory_management_stock

What this screen is for

Work with **Stock Overview** records inside Inventory Management (list, create, edit, and process according to your role).

How to use — step by step

  1. Open the screen from the module sidebar menu.
  2. Use Search / Filters to find existing records.
  3. Click New or Add to create a record; fill required fields marked with *.
  4. Save as draft if the module supports drafts; otherwise save and continue editing.
  5. Use Edit on a row to update; use Delete only when policy allows and no dependencies exist.
  6. If an approval workflow exists, submit the record and ask an approver to approve/post.
  7. Use related Reports or Dashboard widgets to verify the outcome of your work.

Common buttons & actions

  • New / Add
  • Edit
  • Delete
  • Filter
  • Export
  • Approve/Post (if enabled)

Required permissions

Staff need the inventory_stock feature with: view, create, edit, adjust.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Inventory Management overview for module-wide workflows, API, and setup.

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