This page describes records that audit stock changes. For tasks that tell an employee what to pick up and where to drop it off, read Warehouse movements.
Stock unit
Bold tracks stock by the combination of:
This combination lets you separate the same item by location, manufacturing or purchasing source, and cost.
If an item uses lots, the stock unit must specify the correct lot. If it does not use lots, you can track stock by item and location alone.
Stock types
Physical stock answers “what is here now”. Projected stock answers “what will be here if commitments are fulfilled”.
Stock movements
A stock movement is the audit record of a change. It stores the quantity, sign, source, date, reference and resulting balance.
When an action is reversed, Bold records an opposite movement. Reversal preserves the audit trail instead of deleting the original movement.
Change traceability
Each movement should answer:- which item changed;
- in which location it occurred;
- which lot was involved, if applicable;
- which document or action caused it;
- what quantity came in or went out;
- when it occurred.
Stock history
Path: Warehouse > Stock control > Stock history Stock history gathers changes for all items, locations and lots over a period. Use it when you do not know which item or location caused a discrepancy, or when you want to review all activity in an area.
The Cause column shows the code or name of the document that caused the change, such as a shipment, receipt, stock count, warehouse movement, MO or work order. Click it to open the document. If you do not have permission to view that document, Bold shows its identifier.
In an item’s record, the stock tab shows Latest stock changes from the last year. Click View more to open stock history with the Item code column filtered by that item. You can remove the filter in the column itself.
To download the full stock history, use the Stock history collection in Export data. The export does not apply this screen’s filters.
Stock at date
Path: Warehouse > Stock control > Stock history > Stock at date Stock at date shows how much stock each stock unit had at a specific time in the past. Use it to value inventory at a closing date or find the last time a balance was correct. Bold calculates it from stock history. For each item, location and lot combination, it takes the balance left by the last change recorded up to that moment, including lot reclassifications.
Click Look up to apply the date, item and location. The URL saves the query so you can share it or return to it.
The result follows these rules:
- Only combinations that already had a recorded change or existed at that moment appear.
- Quantities are those at that moment. Item, location and lot codes and names are current.
- The Lot column is filled in only for items that use lots. Other items show one row per location, with the stock from all their stock units there.
- Negative stock always appears and is highlighted in red.
Click Export to download the result in Excel (.xlsx) or CSV. The file applies the date, filters and grouping options, and sorts rows by item code, location and lot. It does not apply table column filters. Exporting requires the same permission as viewing item stock.