Read the stock buttons and the product forecast

5 min read Updated 2026-09-04 WindoorERP 19.0

What this does

Once a product is tracked, the buttons across the top of its form become the quickest view of its stock: what is on hand, what is coming in, what is promised out, and when a replenishment would arrive. The first button opens the product forecast, a report that adds those up and lists every pending move behind the numbers. This topic reads that report and the stock buttons beside it.

Before you start

The product must be goods with Track Inventory on; otherwise there is no stock to forecast and the buttons do not appear.
The forecast reads confirmed documents. A draft quotation or a draft purchase order changes nothing here.
Lead times come from the vendor lines and the Inventory tab; a forecast with no lead times promises everything today.

Steps

The product forecast report: on hand plus incoming minus outgoing equals forecasted, the time to replenish, and the table of pending receipts and deliveries

01
Open the product. The first smart button shows the quantity On Hand with the Forecasted quantity under it.
02
Click it. The Forecasted report opens for the product.
03
Read the header: On Hand + Incoming − Outgoing = Forecasted. A red forecast means the promised deliveries exceed what is on hand plus what is on order.
04
Read Time to replenish under the header: the total lead time for a new order of the product to arrive in your store. Hover it for the breakdown, from today through each delay to the earliest possible arrival.
05
Scroll to the table of pending documents to see which receipt or delivery each quantity belongs to, and which deliveries are already reserved from stock.
06
Use the warehouse filter at the top of the report when the company runs more than one warehouse.
07
Go back to the product and read the In/Out button for the movement history.

The header of the forecast

Figure	What it counts
On Hand	The physical quantity in every internal location of the warehouse. Clicking it opens the stock per location.
Incoming	Quantities on confirmed receipts not yet validated: purchase orders on their way, returns expected back.
Outgoing	Quantities on confirmed deliveries not yet validated: sales orders waiting to ship, consumptions planned by production.
Forecasted	On hand plus incoming minus outgoing, in the product's unit. Red when negative.
Time to replenish	The sum of the delays a new order would take: the vendor's lead time and any warehouse delays. The tooltip titled Lead Time Information lists Today, one line per delay, and the Earliest Possible Arrival.
Value On Hand	The on-hand quantity multiplied by the product cost, shown under the product name.
Replenish and Update Quantity buttons	The two buttons at the top of the report: Replenish opens the replenishment wizard to order the product now; Update Quantity opens the stock per location so a count can be corrected.

Below the header the report lists the pending documents. Each line names the document, its date and its quantity; a line shown in red is a demand that no stock or receipt covers yet, and a line marked as reserved has already taken its quantity from the shelf. Buttons on the lines let you unreserve, reserve or open the document.

The stock buttons on the product

Button	What it shows and opens
On-hand quantity with Forecasted under it	The two headline figures; opens the forecast report described above.
In / Out	The number of incoming and outgoing stock moves in the past 12 months. Opens the Moves History filtered to the product: every validated move line with date, source, destination and quantity.
Reordering Rules, or Min/Max	The product's reordering rules; covered in the next topic.
Putaway Rules and Storage Capacities	Where the product is put when it arrives, and how much of it a storage category may hold; the putaway topic covers the first.

The Moves History opened from the In and Out button: every validated move line of the product with its date, reference, source, destination and quantity

The same two figures appear as the On Hand and Forecasted columns of the product list, with totals at the foot, which is the fastest way to scan a whole family of profiles for shortages.

Troubleshooting

The button is missing: the product is not tracked, is a service or a combo, or has several variants; open a variant for its own forecast.

The forecast is negative although material is on order: the purchase order is still a draft request for quotation. Confirm it and the quantity becomes incoming.

Time to replenish says zero days: no vendor line carries a Lead Time, and no warehouse delay is configured.

On hand and forecast differ from the list: the list is per company and the report is per warehouse when a warehouse filter is set.

Common mistakes

Reading On Hand as available. Reserved quantities are still on hand; the forecast and the pending table show what is promised.
Planning production from the forecast of a product whose sales orders are still quotations.
Trusting a lead time that was never entered.

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