Improve Sales Accuracy with Real-Time Stock Insights

The Sale Order Stock Availability & Forecast module enhances the sale order line view by displaying current stock availability, forecasted quantity, and stock coverage percentage directly within quotations.

Sales teams can instantly check product availability without leaving the sale order form, helping them make better decisions and provide accurate commitments to customers.

Key Features

On-Hand Quantity Display
Shows current available stock directly in sale order lines.

Forecasted Quantity
Displays future stock including incoming and outgoing moves.

Stock Coverage Percentage
Indicates how much of the ordered quantity can be fulfilled.

Color Coding Indicators
Red: Out of Stock
Orange: Low Stock
Green: Sufficient Stock

Detailed Stock Information
Quick access to stock details across different locations.

Draft State Visibility
Features are visible only in quotation (draft) state.

Unit of Measure Support
Fully compatible with different product UoMs.

How It Works

Navigate to:
Sales → Orders → Quotations

Stock details automatically appear at the sale order line level. Activate the fields by clicking the dots in the line section.

Full Stock Availability
Entire ordered quantity can be fulfilled.

Partial Stock Availability
Only part of the ordered quantity is available.

Out of Stock
No stock available to fulfill the order.

Quick Stock View
Instantly view stock distribution across locations.