Infusion has several balances relating to a product.
|
Balance
|
Description |
|---|---|
In Stock |
The amount physically in the building that has not left, this could be in a picking state, allocated |
Allocated |
Pending invoices |
Available |
A calculation: In Stock – Allocated |
On Back Order |
The original invoice has been posted it becomes counted in this back-order count. Pending invoices are not included in this count. |
|
On Order
|
Any purchase order that is “Ordered” but not “Received” Separate totals on hover for Purchase vs Job quantities |
In Transit |
The balance shifted from In Stock to In Transit when a Transfer using in transit it posted. This allows for travel time before receiving when it arrives. |
On Customer transactions
|
Transaction
|
Allocate
|
Stock On Hand
|
|---|---|---|
| Quote | ❌ Not Applicable | ❌ Not Applicable |
| Sales Order / Pending Invoice | ✅ Allocated when invoice is saved as Pending | ❌ Not Applicable |
| Backorders (Pending Invoice with insufficient stock) | ✅ Available stock allocated; shortfall backordered when the original invoice is posted. | ❌ Not Applicable |
| Posted Invoice | ✅ Allocation removed | ✅ Reduced when invoice is posted |
| Backorder Invoice | ✅Allocated When Filled by backorder process. | ✅Reduced when invoice is posted. |
| Customer Credit Note (Return stock = Yes) | ✅ Allocation adjusted on save. | ✅ Stock increased on Post of Credit. |
| Job (Materials allocated to Job, not yet invoiced) | ❌ Not applicable | ✅ Reduced when job invoice is saved |
| Job Invoice (Posted) | ❌ Not applicable | ❌ No stock movement |
On Supplier Transactions
|
Transaction
|
On Order |
In Stock |
|---|---|---|
| Purchase Order - Draft | ❌ Not applicable | ❌ Not applicable |
| Purchase Order - Ordered | ✅ Increase in On Order | ❌ Not applicable |
| Purchase Order Receipt | ❌ Remove the quantity received on post. | ✅ Stock added to On‑hand on post |
| Product Receipt | ❌ Not applicable | ✅ Stock added/removed on post. |
| Supplier Credit / Return to Supplier | ✅ Reduction in On Order | ✅ Stock reduced on receipt of Return. |
On Operational Transactions
|
Transaction
|
In Transit |
In Stock |
|---|---|---|
| Write Off (Decrease) | ❌ Not applicable | ✅ Stock reduced on Post |
| Write On (Increase) | ❌ Not applicable | ✅ Stock increased on Post |
| Transfer – In Transit Issue | ✅Stock moved to In Transit on Post | ✅ Location stock reduced on Post |
| Transfer – In Transit Receipt | ✅ Stock reduced from In Transit on Post | ✅ Location Stock increased on Post |
| Transfer without In Transit | ❌ Not applicable | ✅ Location stock reduced and increased immediately |
| Stocktake Finalisation | ❌ Not applicable | ✅ Adjusted Count records created on Post updating Stock |
