Skip to content

Kardex

The Kardex page will show the complete stock movement journal for individual items — a chronological record of every transaction that affected an item’s inventory quantity, with a running balance after each movement. It is currently in development as part of the inventory service scaffold phase.

Kardex report showing the chronological stock movement journal with running balances for a selected item

Navigate to Inventory → Reports → Kardex in the sidebar, or go to /inventory/reports/kardex.

When released, Kardex will provide:

FeatureDescription
Transaction historyComplete chronological record of all stock movements for an item
Filter by item and warehouseNarrow the journal to a specific item or warehouse
Source document linksNavigate directly to the Stock In, Stock Out, or Stock Transfer that caused each movement
Running balanceCumulative stock quantity after each transaction

When released, the Kardex will record movements from:

Movement TypeDirectionSource
Stock In (confirmed)+ increaseStock In documents
Stock Out (confirmed)− decreaseStock Out documents
Stock Transfer (confirmed)− decrease at source; + increase at destinationStock Transfer documents
Stock In (cancelled)− reversalCancellation of Stock In
Stock Out (cancelled)+ reversalCancellation of Stock Out
Stock Transfer (cancelled)+ reversal at source; − reversal at destinationCancellation of Stock Transfer

This page is under construction. All stock-affecting operations (Stock In, Stock Out, Stock Transfers) generate movement records internally. The reporting interface for browsing those records will be available in a future release.

  • Stock Levels — View current stock quantities
  • Stock In — Receipt documents that increase stock
  • Stock Out — Issue documents that decrease stock
  • Stock Transfers — Transfer documents that move stock between warehouses