📈 Visual Stock Indicator
Additional Settings
On the BC:N24I | Settings - Advanced Inventory page in the 📈 Visual Stock Indicator module section, additional configuration options are available that affect the module's operation.
- Color Calculation Source - Specifies the source used for calculating the color:
- Inventory (default) - Colors the row based on the current item inventory. Inventory does not account for reservations, sales order quantities, etc.
- Custom Availability - Colors the row based on custom availability settings. It can calculate reserved quantities, enabling better predictions of whether stock levels are sufficient for operations. If availability cannot be calculated for a given document (e.g., due to missing settings), the inventory quantity will be used instead.
- Open Inventory Color Rules Settings - Open a setup page where you can configure color rules for documents based on the current item availability.
Customizing Rules
Rules can be adjusted as needed. To do this, navigate to N24I | Advanced Inventory Setup and click Open document coloring rules.
Explanation of Fields
Document Type – defines which documents the rule applies to. For example, if the rule is for sales, it will include sales orders, sales invoices, and sales quotes.
Critical Availability Level (%) – if the calculated product quantity falls below this value, the row will be marked in red. A value of -1 means that the red color will only be applied if the product quantity drops below 0. If a product is sold and the remaining stock is 0, the row will not be marked in red.
Low Availability Level (%) – sets the threshold below which the row is marked yellow. This works only if the Enable low stock threshold option is active. Detailed scenarios can be found in the Configuration Examples section.
Enable Low Stock Threshold – allows disabling the yellow color marking, making it possible to customize how low stock availability is indicated.
Rule Enabled – determines whether the rule should be active for the selected document types. If disabled, the system will not apply color marking to rows.
Configuration Examples
The following examples illustrate how document row coloring works based on inventory levels. Each scenario demonstrates how adjusting thresholds affects row colors.
Green – Sufficient Stock
In this example, we configure rules for a sales document:
- Critical availability level set to -1, meaning the red color will only appear if the stock falls below zero after the transaction.
- Low availability level set to 5, meaning if the stock after the transaction is between 0% and 5%, the row will be marked yellow.
In the sales document, a product has an inventory of 100, and 10 units are sold. After the transaction, 90 units remain, which is 90% of the initial stock.
Since this value exceeds the low availability threshold (5%), the row remains green, indicating a safe stock level.
Yellow – Low Stock Level
In this scenario, we increase the low availability level to 40.
The quantity sold is changed to 70, meaning after the transaction, 30 units remain, or 30% of the initial stock.
Since the remaining stock is now within the 0–40% range, the row is marked yellow, signaling low stock.
Red – Critically Low Stock
In the final example, the low stock threshold is disabled, meaning yellow will not be used. Additionally, the critical availability level is increased to 5%, so any product with less than this percentage will be marked red.
In the sales document, the quantity sold is set to 99, meaning only 1 unit remains, which is 1% of the initial stock.
Since the stock availability has dropped below the critical 5% threshold, the row is marked red, indicating the need for action, such as restocking.
With flexible threshold settings, the system allows precise customization of inventory visualization, enabling quick decision-making and minimizing the risk of stock shortages.