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Stock Management

Last updated: November 2025

Learn how to track, adjust, and manage stock levels across your warehouses in ServX Pro.

Stock Overview

The stock overview provides real-time visibility into your inventory levels:

On Hand

Physical qty

Reserved

For orders

Available

For sale

On Order

Incoming

Stock Adjustments

Adjust stock levels when physical counts differ from system records:

  1. Navigate to Inventory → Stock Adjustments
  2. Click "New Adjustment"
  3. Select the warehouse
  4. Add products and enter new quantities
  5. Select adjustment reason (damage, theft, count correction)
  6. Add notes explaining the adjustment
  7. Submit for approval or post directly

Increase Stock

  • Found items
  • Count correction (under-counted)
  • Returns not through system

Decrease Stock

  • Damaged goods
  • Theft/shrinkage
  • Count correction (over-counted)

Stock Counting

Perform physical inventory counts to verify stock accuracy:

  1. Create a new stock count session
  2. Select warehouse and products to count
  3. Print count sheets or use mobile device
  4. Enter counted quantities
  5. Review variances
  6. Post adjustments for discrepancies

Tips

  • Schedule regular cycle counts for high-value items
  • Always document reasons for stock adjustments
  • Review stock movement reports for anomalies