Convert stock
A conversion turns stock of one product into stock of another. Use it when raw material becomes a finished good — say, 10 kg of steel becomes a finished steel pipe of a particular make. Recorded as a single linked event with a from side (consumed) and a to side (produced) so the audit trail shows the link.
The conversion appears everywhere a normal movement would: in the stock snapshot, the per-rack breakdown, the stock ledger, and the storage report.
Open the convert modal
- Open Inventory in the sidebar and click Stock.
- Open the dropdown at the top right and pick Convert Stock. The Convert Stock modal opens.
The action only appears if your role has the Convert Stock permission. The user must also hold manage scope on both the source and destination locations — a conversion that moves out of a godown the user can't manage will be refused.
Record a conversion
- Pick the Date of conversion at the top.
- On the From (consumed) side fill out:
- Product Head and Product Code — what is being consumed.
- Make — optional; pick if the source stock has a make.
- Quantity and Unit — how much is being consumed.
- Godown, Room, Rack — where the source stock currently sits.
- On the To (produced) side fill out the same fields for what is being produced. The destination can be the same rack or a different one — but the source and destination cannot be identical (same product code + rack + make + unit).
- Add a note in Notes if there is anything worth recording — batch number, reason, supervisor approval reference.
- Optionally drag and drop attachments (PDF, images, Word — up to 50 MB each).
- Click Save Conversion.
The conversion immediately reduces stock for the from product and increases stock for the to product. The movement appears in Convert History and as two linked rows (Convert Out / Convert In) in the Stock Ledger, each showing which other product they were tied to.
Review past conversions
From the same dropdown on Stock, pick Convert History. The modal lists every conversion with filters at the top:
- Product Head / Product Code — match conversions that touch the picked product on either side.
- From Date and To Date limit the range.
Each row shows From → To with quantities and locations side-by-side. Click View for the full detail with notes and attachments. Click Edit to adjust quantity, unit, make, notes or attachments — product codes and locations are locked once a conversion is recorded; if the source or destination is wrong, delete and re-record. Click the trash icon to soft-delete the entry; the conversion stops contributing to stock immediately on both sides.
How conversions show in the stock ledger
Every conversion produces two rows in the Stock Ledger:
- A Convert Out row on the source product code, showing
→ converted to <to product>. - A Convert In row on the destination product code, showing
← converted from <from product>.
Both rows share the same date. This lets you trace any conversion from either product's ledger.
Common questions
Why two ledger rows for one event?
Because the two products have separate stock totals. Each ledger is product-specific, so the conversion must appear on both sides — but the linkage subtitle tells you it is the same event.
Can a conversion be undone?
Soft-delete it from Convert History. Both stock balances revert. The deleted record stays out of the ledger but remains in the database for audit.
What if I picked the wrong product code or location?
Locations and product codes are locked once recorded. Delete the conversion and create a fresh one with the correct fields.
Does a conversion need approval?
No. Like Transfer Stock and Physical Stock Entry, it takes effect immediately. The permission gate (Convert Stock + manage scope on both sides) is the only check.