Products and stock

Ask emily about live stock levels on a direct ERP connection — lot detail comes from the stock inventory report.

Ask what's on hand, on a direct connection

On a direct ERP connection, ask things like:

  • "What's below minimum stock right now?"
  • "How many units of [Product] do we have on hand?"

Each of these reads live stock straight from your ERP, and each one needs the direct connection — none of it is available on the standard connection.

The shape of an answer

ProductOn handBelow minimum
[Product A][units]Yes
[Product B][units]No
[Product C][units]Yes

This table shows the shape of the answer, not a real stock count — the numbers you get back will be your own.

Lot detail comes from the stock inventory report

Asking a question isn't how you get stock broken down by lot — that level of detail comes from the stock inventory report instead, which lists exactly how much of each product you're holding, lot by lot.

On the standard connection

Ask the same question on the standard connection, and emily tells you plainly that stock needs the direct connection — she says so rather than filling in a number she doesn't have.

Stock levels are only available on the direct ERP connection — see connect your ERP for what each option covers and how to move to the direct connection.

Next: purchases and suppliers

See purchases and suppliers for the other data that needs the direct connection.