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Understanding Your Inventory: Dashboard, Stock Balance, and Ledger

Knowing exactly what you have in stock — and where it is — prevents lost sales, expired products, and last-minute surprises during a consultation. The Inventory area in Veetz gives you a clear, real-time picture of your entire stock, built for busy veterinary teams.

This guide covers the three screens you will use most often to consult your inventory: the Inventory dashboard, the Stock Balance, and the Inventory Ledger. To change your stock, see Registering Stock Operations.

Opening the Inventory Dashboard​

From the main dashboard:

  1. Click on Product Management in the left-hand sidebar.
  2. Select Inventory.

The dashboard is your daily starting point. At the top, you'll find a Register stock operation button for quick access, and a refresh button to reload the numbers at any time.

The Six Key Metrics​

The dashboard opens with six cards. Click any card to jump straight to the related screen.

  • Available units: The total quantity ready to sell or use, across all products and locations.
  • Reserved units: Quantity currently held by reservations — promised to an order, but not yet billed.
  • Expired lots: Lots already past their expiration date. Anything above zero deserves immediate attention.
  • Expiring in 30 days: Lots that need attention before they expire. A great early-warning signal.
  • Open reservations: Reservations waiting to be confirmed or cancelled.
  • Below desired stock: Products whose available quantity has fallen below the desired level you set in the catalog. Your reorder list, ready-made.
Where does "desired stock" come from?

When editing a catalog item, enable Manage Stock for this item and fill in the Desired Stock Quantity. Veetz compares your live balance against this value and warns you here when it's time to reorder. See Managing Catalog Items.

Attention Queue and Quick Actions​

Below the metrics, the Attention Queue lists the most critical lots — those expired or expiring within 30 days — so nothing slips past you. Next to it, Quick Actions offers shortcuts to register a stock operation, review expirations, and review reservations.

At the bottom, the Inventory Tools cards take you to each of the six inventory screens.

Stock Balance: How Much Do I Have?​

Navigate to Product Management → Inventory → Stock Balance (or click the "Available units" card on the dashboard).

This screen answers the most common question in any clinic. Use the two filters at the top:

  • Product: Type to search and select a product from your catalog.
  • Storage Location: Narrow the results to a single location (a shelf, a refrigerator, a vehicle).

The results grid shows one row per combination of location and batch:

  • Storage Location: Where the stock physically is.
  • Batch: The lot the quantity belongs to, when the product is batch-controlled.
  • Available: Quantity ready to sell or use.
  • Reserved: Quantity held for orders or pending confirmation.
  • Total: Available plus reserved.
  • Last Movement: When this balance last changed.
Available vs. Reserved

Think of Available as what you can promise a client right now. Reserved is already promised to someone else — it is still on your shelf, but not up for grabs. This separation is what prevents double-selling.

Inventory Ledger: The Complete History​

Navigate to Product Management → Inventory → Inventory Ledger.

The ledger is the audit trail of your stock. Every entry, exit, adjustment, transfer, return, exchange, and reservation confirmation is recorded here, in order, with the resulting balance after each movement. If a number ever looks off, this is where you find out exactly what happened, and when.

Filter the history by:

  • Product — focus on a single item.
  • Storage Location — focus on a single place.
  • Movement Type — for example, only Adjustments or only Exits.
  • From / To — limit the results to a date range.

Above the results, three summary cards keep you oriented:

  • Current Available: The balance right now, given your filters.
  • Total Inbound: Everything that came in during the period.
  • Total Outbound: Everything that went out during the period.
A printable report in one click

Both the Stock Balance and the Inventory Ledger include a print button in the toolbar — handy for stock counts, audits, and team meetings.

Next Steps​

Now that you know how to read your inventory, learn how to change it: Registering Stock Operations.

If you encounter any difficulties during this process, do not hesitate to contact our support.