Stock Tracking

Gloyd keeps a live stock record for every product in your catalog. Stock levels update automatically as your purchase and sales orders move through their lifecycle, and every change — automatic or manual — is written to a permanent transaction history you can audit at any time.

Stock Quantities

Each product has a single stock record with five quantities:

Quantity	Meaning
On Hand	Physical quantity you currently hold
Reserved	Quantity reserved for confirmed sales orders
Available	On Hand minus Reserved
On Order	Quantity in open purchase orders
In Transit	Quantity shipped but not yet received or delivered

There is nothing to set up per product — the stock record is created automatically the first time a product has a stock movement. The product's stock detail page also shows the product's reorder settings — reorder point (the per-product low-stock threshold), minimum and maximum quantities, and unit of measure — alongside its transaction history.

Enabling and Configuring

Stock tracking is on by default. You can tune the behavior in your organization settings:

Setting	Default	What it does
Stock tracking	On	Master switch for all stock operations
Auto receipt on delivery	On	Adds quantities to On Hand when a purchase order is delivered
Auto issue on shipment	On	Deducts quantities from On Hand when a sales order ships
Reserve on order confirm	On	Reserves stock when a sales order is confirmed
Low stock threshold	10	Global alert threshold, used when a product has no reorder point

Automatic Stock Movements from Orders

Eight order lifecycle events update stock automatically — four on the purchase side and four on the sales side.

Purchase orders (you are buying):

Status change	Stock effect
Confirmed	On Order increases
Shipped	In Transit increases
Delivered	On Hand increases; On Order and In Transit decrease; a receipt transaction is recorded
Cancelled	On Order decreases

Sales orders (you are selling):

Status change	Stock effect
Confirmed	Reserved increases; a reservation transaction is recorded; a low-stock check runs
Shipped	On Hand and Reserved decrease; In Transit increases; an issue transaction is recorded; a low-stock check runs
Delivered	In Transit decreases
Cancelled	Reserved decreases; an unreservation transaction is recorded

Two guarantees apply to all eight movements: they are non-blocking (a stock problem never prevents an order status change), and quantities never drop below zero.

Manual Adjustments

For inventory counts, damaged goods, or any movement that doesn't come from an order:

1. Navigate to Stock.
2. Open the stock adjustment dialog — available from the list page or from a product's stock detail page.
3. Select the product.
4. Choose the transaction type: Receipt (add stock), Issue (remove stock), or Adjustment (signed correction — positive or negative).
5. Enter a non-zero quantity, and optionally a reference number and notes.
6. Save the adjustment.

Every adjustment is appended to the transaction ledger. Transactions are never edited or deleted — to fix a mistake, record a new adjustment in the opposite direction. This keeps your stock history fully traceable.

Low Stock Alerts

Low stock alerts are available on the Business plan and above.

A product counts as low on stock when its Available quantity falls to or below its reorder point — or the global low stock threshold if no reorder point is set. The check runs after sales order confirmation, sales order shipment, and manual issues or adjustments. Team members who have the low-stock notification preference enabled receive an in-app notification linking directly to the product's stock page.

Independently of alerts, the sales order detail page warns you before you confirm: while an order is in draft or pending status, items whose available stock is below the ordered quantity are flagged with a warning banner. The warning is informational — you can still confirm the order.

Where Stock Appears

• Stock list — all stock-tracked products with tabs for All Products, Low Stock, and Out of Stock, searchable by product name or SKU.
• Stock detail — per-product page with quantity cards, reorder settings, a filterable transaction history, and external source data.
• Product and BOM views — an inline status badge (In Stock / Low Stock / Out of Stock) appears on product detail pages and BOM item tables. BOM itself requires the Business plan and up.
• Sales order detail — the insufficient-stock warning described above.

The External Sources tab on the stock detail page can show availability, price, lead time, and minimum order quantity from external sources such as distributors or supplier portals. Automatic distributor and ERP synchronization is on the roadmap (coming soon).

Related Guides

• Order Management — the order lifecycle that drives automatic stock movements
• Product Management — the catalog where your stock-tracked items live