The values on this form are generated based on the price list item and cannot be edited. A stock card is created the moment an item is created in the price list and the Stock item checkbox is checked; it is also necessary to Define location in warehouse on the same tab in the price list.
How a stock card is created
A stock card cannot be created independently. It is always derived from the price list and the list of warehouses:
check Stock item on the price list item,
in the Define location in warehouse field, select the warehouses where the item should be tracked.
Each selected warehouse generates one card. The relationship is therefore 1 : N — a single price list item can have as many stock cards as there are warehouses where the item is located. Each card has its own stock status and its own price.
If a warehouse in the list of warehouses has Automatically add new goods to this warehouse checked, every new stock item is assigned to it automatically. Otherwise, the location must be added manually for each item.
Cards can also be created in bulk via import from Excel, usually as a second import right after importing the price list.
ℹ️ A stock card cannot be created manually. It can only be deleted before the first stock movement is recorded on it. All values on the card — the quantity in units of measure, the value in CZK, the average price, and the opening balance — are only the result of a calculation based on documents and cannot be overwritten.
The relationships within the whole chain are described in the article How the price list, warehouses, and stock cards relate to each other.
Recalculation of warehouse stock levels
In the Stock cards menu, under the dots icon (...) at the bottom, you will find the Recalculate warehouse stock levels function. The warehouse recalculation is designed 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 resolve outstanding issue requests, and any discrepancy in the actual quantity in stock is resolved by stocktaking, not by recalculation. Details are described in the article Warehouse recalculation - WUI.
Using views in stock cards
Views on stock cards allow user-defined displays of stock items using filters, sorting, and selection of displayed information. They are used for efficient stock inventory management, checking goods availability, and quick navigation through the warehouse records without needing to modify the stock card data itself.
Examples of use:
Goods 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 goods – items with an active reservation for orders
Production items – stock cards intended for production or assembly
Split view for stock cards
Split view allows you to display the list of stock cards and detailed or related information in an adjoining part of the window at the same time. This lets you work with an overview of stock items while also viewing related data, without having to open additional windows or agendas.
You can display split view simply by clicking the preview panel icon in the top right corner:
Stock card detail
Clicking the "pencil" icon takes you to 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 created.
The values shown on this tab are in the currency in which the accounting is kept.
Item identification
Price list: The value is transferred from the Goods – Price list menu, from the "Code/abbreviation" field. It can also be changed on this form.
Warehouse: The value is transferred from the Goods – Price list menu, Details tab, from the "Define location in warehouse" field. If your goods are stored in multiple warehouses, multiple stock cards are created.
Name: The value is transferred 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 last stock movement for the item, i.e., the most recent date of issuing a goods receipt or goods issue. A document entered retroactively does not reduce this value.
Accounting period: the accounting period the stock card belongs to — if you create a card in 2021, you will not see it in 2020, etc.
Issue by expiration: We recommend checking this flag if you will be recording batches and expiration dates for the goods on this card. When saving an item on an issue document, the "Accounting/Details" tab is then automatically filled in with the batch and expiration date — always the one with the shortest time to expiration.
⚠️ Note
If you are issuing a certain quantity of one item from the warehouse, but with different batches and expiration dates, you need to create multiple line items — the program will not split it automatically by expiration date. In this case too, you can select the batch and expiration date manually.
Quantities and opening balances
Stock level in units: This is the current stock level of the goods/product in units of measure, calculated from the opening balance and the stock documents.
Stock level: This is the current stock level of the goods/product in CZK, calculated from the opening balance and the stock documents.
Opening balance (units): The opening stock balance in units of measure as of January 1 of the specified accounting period; this value is populated after Initializing the following accounting period (in the Accounting module), when the accounting period is closed and the opening balances for the new year are set. If any further movement occurred in the previous year, this action needs to be run again so the opening balances are set anew.
Opening balance: The opening stock balance in CZK as of January 1 of the specified accounting period; this value is populated after Initializing the following accounting period (in the Accounting module), when the accounting period is closed and the opening balances for the new year are set. If any further movement occurred in the previous year, this action needs to be run again so the opening balances are set anew.
If you view the stock card after initializing the following accounting period and there is no movement yet in the new accounting 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 have selected the Average price method for inventory valuation, then the price shown here is effectively the stock price. The value is recalculated after every goods receipt.
ℹ️ This field is always populated, even if you use the FIFO method. However, with FIFO, the calculated average price is not used on the issue document, because valuation there is based on the specific linked receipt. The value in this field, therefore, does not indicate the price at which goods will actually be issued. This is described in more detail in the articles on FIFO links and inventory valuation methods.
Last price: This shows the last purchase price in CZK.
💡 If, in the company settings, you have the Update purchase price in price list on receipt option enabled, this price is also written into the Purchase price field in the price list after every receipt, from where it then feeds into pricing.
Minimums, reservations, and availability
Min. stock (units): This value is used in issued and received orders. If you issue an order from a received order using the "Services" button, the "min. stock" column will display the value you set here on the stock card. The minimum stock value is also used when issuing an order — using the "Services" -> "Order to minimum" button, you can issue an order that will restore the minimum stock level in the warehouse.
Maximum: For now, this field only serves as an optional informational note about the maximum stock level in the warehouse.
Reserved (units): An informational value containing the sum of all reservations of the given stock in the warehouse.
Requests (units): if your company settings allow generating issue requests (so you can create an issue document even for items you don't have in stock), you will see the request value in this field
Stock level in units incl. requests: this shows the stock level including issue requests
Available quantity: the available quantity shows the actual available quantity, i.e., excluding issue requests
Texts tab
In this tab, you can write any description or note. The fields are optional.
Other tab
The Other tab shows figures in a foreign currency if the goods are received into stock in a currency other than CZK.
⚠️ Values in a foreign currency only make sense if the warehouse is actually kept in that foreign currency and its documents are also created in that currency. For more details, see Warehouse in a foreign currency and warehouse in the local currency.
Here you can also define the location in the warehouse, which helps with better orientation in the warehouse. You can add code lists for room, rack, and shelf by opening the dropdown list and clicking the Add new button.
Receipt/issue items tab
This tab shows all stock movements for the item over a given period. It displays the date of the movement, the quantity, and the price at which the goods were received or issued.
Why you don't see a certain movement in the list
If a movement you created is missing from the tab, the reason is usually one of the following two:
Different accounting period. The tab only displays movements from the accounting period the stock card belongs to. You will only see a movement from a different year after switching the period.
Unfulfilled issue request. It has a 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.