Stock on Hand and Available Stock

Daylite Sales Assistant’s stock control system tracks the Stock On Hand number and the available stock number. In some screens, the available stock is shown and in other places, the SOH value is shown.

Available Stock

Is defined as Stock on Hand minus any sales orders.

The recommended workflow for reserving stock for customers is the use of Sales Orders over Invoices as Sales Orders have a field to reserve stock, which then reduces the available stock count to reflect this order. This order is also tracked in the Stock Activity screen for auditing purposes.

Other Workflows that can be used

If your business is smaller and Sales Orders are not required, then we recommend that when the invoice is generated into PDF you select the option to fulfill all available stock. This will draw down the stock levels for this sale. This is a more simple approach that may work if your inventory requirements are small.

!Make sure that the order is packed or put aside so that the sold goods do not get sold to another customer.