Inventory in Pulse — Part 3: the stock ledger (receiving, issuing & movements)

The ledger is the heart of Pulse inventory. Every change in quantity is recorded as one immutable transaction, and your on-hand is always the sum of them. Nothing is edited or deleted — corrections are new entries — which is what makes the stock figure trustworthy and auditable.

The five movement types

• Opening (+) — the one-time starting count for an item.
• Received (+) — stock came in (manually, or auto-posted when you receive a purchase order).
• Issued (−) — stock went out (manually, or auto-posted when an invoice is sent).
• Adjustment (+/−) — a counted correction. Covered in Part 4.
• Write-off (−) — damaged, lost, or expired stock. Also Part 4.

Record a movement

1. Open an item from Inventory.
2. Click Receive to add stock or Issue to take stock out.
3. Enter the quantity and an optional note. Pulse checks the result can’t go below zero, then posts the entry.
4. The item’s transaction history shows each movement with the quantity, the running balance after it, who posted it, and any reason or reference.

Attributing stock to work

When you issue stock you can attribute it to a project or a quick job, so your usage ties back to the work it was for. This is what powers the usage and waste reporting in Part 6.

Automatic movements

Two everyday actions move stock for you: receiving a purchase order posts received movements (Part 2), and sending an invoice can post issued movements for the items on it. Because the ledger is the single source of truth, manual and automatic movements live side by side and always reconcile to the same on-hand.