Stock Shortages
Stock Shortages is your restocking worklist: products that have run down, seen against how many were actually sold, so you can raise a purchase or a transfer before a customer discovers the gap.
Menu path: Inventories > Stock Shortages

What the list tells you
A shortage document is raised per branch and holds the products that need attention. Each line shows the product with its unit and quantity, and - crucially - the invoices sold quantity: how many units actually left through sales in the period. That pairing is what turns a list of low balances into a decision.
| Reading | What it means | What to do |
|---|---|---|
| Low balance, high sold quantity | A genuine fast mover you are about to lose sales on | Restock now, and raise the reorder threshold |
| Low balance, low sold quantity | Slow stock that happens to be nearly out | Order sparingly, or let it run out |
| Zero balance, steady sales | You are already losing sales silently | Urgent - check Backorder Items too |
Documents carry the usual controls: a generated number, a date, a From branch and To branch where the shortage is to be covered by a move, who requested it, who accepted it and when, and a draft state before it is acted on. The list can be filtered by branch, by date range and by a minimum quantity, which is how you cut a long list down to the lines that matter this morning.
Work a shortage
- Filter to one branch and set a quantity threshold so you see real gaps rather than every product one unit below par.
- Read the sold quantity beside each balance and decide: purchase, transfer, or leave.
- For a transfer, set the From branch with spare stock and the To branch that needs it, then hand it to Transfer Inventories.
- For a purchase, raise a purchase order with your supplier.
- Accept the document once it has been acted on, so the record shows who resolved it.
Full reference
Every option and control on this page, at a glance.
Filters (6)
- Identity and numbering: Branch ID, Number
- Dates and periods: Created by
- Status and flags: Status, Status not in, Type
Sortable columns
Branch name
Standard list tools
Every list page in OSOSS shares these controls:
- Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
- Quick search - matches the page's primary field.
- Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
- Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
- Reset - clears filters back to defaults.
- Export All - downloads the current filtered rows with exactly the columns you have selected.
- Focus - hides the surrounding chrome for a full-width table.
- Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
- Rows per page and page jumper - at the foot of the table.
- Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.
Related pages
- Backorder Items - what you have already oversold
- Transfer Inventories - covering a gap from another branch
- Stock Redistribution - balancing stock across branches
What you can do on this page
Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.
Add a record
- Click Add above the table - some pages label it New or show a + icon.
- Complete the form. Required fields carry a red asterisk and the form will not submit until they are filled.
- Click Save. Validation runs on submit; any field that fails shows its message directly beneath itself, and the form scrolls to the first problem.
- You land back on the list with the new record in place.
Edit a record
- Open the row's actions menu at the end of the row and choose Edit, or open the record and use Edit there.
- The form loads with current values. Change only what you need.
- Click Save.
Open and read a record
- Click the row, or choose View in the row's actions menu.
- The detail page shows the record's own fields, its related documents, and the actions that apply to it in its current state.
- Use the breadcrumb or your browser's back button to return - your filters, sort, and page position are preserved.
Delete a record
- Open the row's actions menu and choose Delete.
- Confirm in the dialog. There is no undo from the interface.
- If the record is referenced elsewhere - used on a document, tied to a transaction - the delete is refused and the reason shown.
Export the list
- Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
- Click Export All.
- The file downloads as a spreadsheet: one row per record, your visible columns in your order.