The values on this form are generated based on the price list item and cannot be edited. A stock card is created when you create an item in the price list and check the Stock item checkbox. You must also define the storage location on the same tab in the price list.
Recalculating Stock Levels
In the Stock cards menu, at the bottom under the dots icon (...), you'll find the Recalculate stock levels function. The purpose of this recalculation is to check and, if necessary, recalculate the prices on the stock card to their correct values. When run, it goes through all stock movements.
⚠️ The recalculation works with prices. It does not remove unsettled issue requests; any discrepancy in the actual quantity in stock is resolved by an inventory count, not by the recalculation. For more details, see the article Recalculate Stock - WUI.
Using Views in Stock Cards
Views on stock cards allow you to define custom displays of stock items using filters, sorting, and selection of the information shown. They help you efficiently manage stock inventory, check item availability, and quickly navigate the stock records without having to modify the stock card data itself.
Usage examples:
Items below minimum stock – items with a quantity below the defined stock level
Non-selling items – stock cards with no movement over a certain period
Reserved items – items with an active reservation for orders
Production items – stock cards intended for manufacturing or assembly
Split View on Stock Cards
Split view lets you display the list of stock cards and detailed or related information side by side in the same window. This allows you to work with an overview of stock items while also viewing related data, without having to open additional windows or agendas.
To display split view, simply click the preview panel icon in the top-right corner:
Stock Card Detail
Click the "pencil" icon to open the stock card detail:
This tab contains the basic values from the Goods – Price list menu; the other values are updated based on the stock documents that have been created.
The values shown on this tab are in the currency used for accounting.
Item Identification
Price list: This value is carried over from the Goods – Price list menu, from the "Code/abbreviation" field. It can also be changed on this form.
Warehouse: This value is carried over from the Goods – Price list menu, Details tab, from the "Define storage location" field. If you keep goods in multiple warehouses, multiple stock cards are created.
Name: This value is carried over from the Goods – Price list menu, from the Name field; if you need to edit this field, do so in the Goods – Price list menu.
Date of last movement: The date of the most recent stock movement for this item, i.e., the most recent issue date of either a goods receipt or a goods issue. A document entered retroactively does not lower this value.
Accounting period: the accounting period the stock card belongs to – for example, if you create a card in 2021, you won't see it in 2020, and so on.
Issue by expiration: We recommend checking this flag if you will be tracking batch numbers and expiration dates for the goods on this card. The batch and expiration date will then be automatically filled in on the "Posting/Details" tab of the issue document when the item is saved — always using the batch with the shortest remaining time to expiration.
⚠️ Note
If you are issuing a certain quantity of one item from stock but with different batches and expiration dates, you need to create multiple line items – the system will not split it automatically by expiration date. In this case as well, you can select the batch and expiration date manually.
Quantity and Opening Balances
Stock level in units: This is the current stock level of the item/product in units of measure, calculated from the opening balance and stock documents.
Stock level: This is the current stock level of the item/product in CZK, calculated from the opening balance and stock documents.
Opening balance in units: The opening stock balance in units of measure as of January 1 of the given accounting period; this value is populated after running Initialize next accounting period (in the Accounting module), which closes the accounting period and sets the opening balances for the new year. If any further movement occurred in the previous year, this action needs to be run again to update the opening balances.
Opening balance: The opening stock balance in CZK as of January 1 of the given accounting period; this value is populated after running Initialize next accounting period (in the Accounting module), which closes the accounting period and sets the opening balances for the new year. If any further movement occurred in the previous year, this action needs to be run again to update the opening balances.
If you open the stock card after initializing the next accounting period and there have been no movements yet in the new period, the values in the Stock level and Opening balance fields will be the same.
Prices
Average price: If, in the company settings under the "Modules" -> "Goods" tab, you selected the average price method for inventory valuation, then the price shown here is effectively the stock price. This value is recalculated after every goods receipt.
ℹ️ This field is always populated, even if you have the FIFO method set. However, with FIFO the calculated average price is not used for the issue document, since it is valued according to the specific linked receipt. In that case, the value in this field says nothing about the price at which the item will actually be issued. This is described in more detail in the article about FIFO links and about inventory valuation methods.
Last price: This shows the last purchase price in CZK.
💡 If you have the Update purchase price in price list on receipt option enabled in your company settings, this price will also be written to the Purchase price field in the price list after every goods receipt, from where it then feeds into pricing.
Minimums, Reservations, and Availability
Min. stock in units: This value is used in issued and received orders. If you create an issued order from a received order using the "Services" button, the value you set here on the stock card will be shown in the minimum stock column ("min. stock"). The minimum stock value is also used when creating an issued order, where the "Services" -> "Order up to minimum" button lets you create an order that brings stock back up to the minimum level.
Maximum: For now, this field is used only as an optional informational note about the maximum stock level.
Reserved units: An informational value showing the sum of all reservations of this item in stock.
Requested units: if your company settings have generation of issue requests enabled (meaning you can create an issue document even for items not currently in stock), the value of the requests will be shown in this field
Stock level in units with requests: this shows the stock level including issue requests
Available quantity: this shows the actual quantity available, i.e., excluding issue requests
Texts Tab
On this tab, you can enter any description or note. These fields are optional.
Other Tab
The Other tab shows values in a foreign currency if the goods are received into stock in a currency other than CZK.
Here you can also define the storage location, which helps with orientation in the warehouse. You can add entries to the room, rack, and shelf lists by opening the drop-down list and clicking the Add new button.
Goods Receipt/Issue Items Tab
This tab shows all stock movements of this item for a given period. You can see the movement date, the quantity, and the price at which the item was received into or issued from stock.
Why a Movement Might Be Missing from the List
If a movement you created is missing from the tab, it's usually for one of these two reasons:
Different accounting period. The tab only shows movements from the accounting period the stock card belongs to. A movement from a different year will only be visible after switching to that period.
An unfulfilled issue request. It has zero in the Quantity column and an accounting value of 0 CZK, so at first glance it looks like an empty row. You can identify it by a positive value in the Request units column.