How to Use the Stocks Grid in Luminous

The Stocks Grid in Luminous is a powerful tool for monitoring inventory, managing stock levels, and creating purchase or transfer orders. This guide will walk you through how to use its features step by step.

Step 1. Access the Stocks Grid

1. Navigate to the Inventory section in Luminous.
2. Select Stocks Grid from the menu on the left.

Step 2. Understand Key Stock Statuses

The Stocks Grid highlights three key stock statuses:

1. In Stock Status: Reflects current inventory levels.
2. Reorder Level: Shows when stock falls below the low stock alert quantity.
   • Example: If a SKU's stock drops below its low stock alert quantity, it shows the Reorder Level status, so you know it's time to plan a reorder.
3. Minimum Stock: Indicates when stock is critically low, falling below the minimum stock level.

Step 3. Filter Your View

1. Use filters to customize your grid view based on your needs:
   • Filter by Product: Search for specific products.
   • Filter by Warehouse Group: Narrow results to a particular location or group.
   • Filter by Supplier or Category: View stock based on preferred suppliers or product categories.
2. Save Filters:
   • Apply your filters, then save them for quick access in the future.
   • Rename or delete saved filters as needed.

Step 4. Customize Columns

1. Adjust columns in the grid to display relevant data such as:
   • Stock levels
   • Low stock alerts
   • Warehouse locations
   • Preferred supplier information

Step 5. Export Data

1. Click the Export button to download inventory data:
   • Export to CSV or Excel for offline analysis or sharing.

Step 6. Bulk Select and Create Orders

1. Bulk Select Products:
   • Select multiple products from the grid.
2. Create a Purchase Order (PO):
   • Use the selected products to generate a PO directly from the Stocks Grid.
3. Create a Transfer Order:
   • Easily create transfer orders to move inventory between locations.

Step 7. Use Actions Menu

1. Resync Pending: Sync inventory data for updated quantities.
2. Reset Baseline: Resets inventory quantities down to zero. Use this with care, since it clears your current counts.
3. Export Data: Export specific selections using the actions menu.

Step 8. Analyze and Plan Inventory Decisions

1. Use the grid to view:
   • Current inventory levels
   • Incoming stock quantities
   • Low stock alerts
2. Based on this data, make informed purchasing or replenishment decisions.

Example: A Weekly Reorder Check

1. Open the Stocks Grid and filter by your main warehouse group and the Reorder Level status.
2. Add a filter for one preferred supplier, so you only see products you buy from them.
3. Save it as a filter, such as "Weekly reorder: Supplier A," so you can open the same view every week.
4. Review incoming quantities to avoid double-ordering anything already on the way.
5. Bulk select the products that need restocking and click Create Purchase Order. The products are added to the PO automatically.

The same flow works for moving stock between warehouses: bulk select the products and create a transfer order instead.

Common Questions

Where do the stock statuses come from? They're based on each SKU's low stock alert quantity and minimum stock settings. See How to Set Up Reordering Levels and Notifications in Luminous.

Can I create a PO straight from the Stocks Grid? Yes. Bulk select the products and create a purchase order. The selected products are added to it automatically. To send it, see How to Send a Purchase Order (PO) to Your Supplier.

What does Reset Baseline do? It resets inventory quantities down to zero, so only use it when you intend to clear your counts.

Related video: How to Create Transfer Orders in Luminous.

By utilizing the Stocks Grid in Luminous, you can monitor inventory levels in real-time, streamline order creation, and ensure you're making accurate purchasing decisions. This tool simplifies stock management, helping you maintain optimal inventory levels and avoid stockouts.