Guides
Trading View (Stock Overview)
Aggregate your incoming stock across shipments in a pivot table grouped by calibre, variety, and pack format — with drill-down to individual packing lines and inline pre-allocation.
3 min readOverview
The Trading View (labeled Stock Overview in the interface) aggregates all packing lines from your active shipments into a single matrix. It answers: "What stock do I have coming in, broken down by calibre, variety, or pack format — and how much is already pre-allocated?"
Navigate to Stock Overview in the main menu, or visit /:org-slug/trading_view.
The Stock Matrix
The matrix table shows one row per unique combination of your chosen grouping dimensions (calibre by default), with three columns:
| Column | Description |
|---|---|
| Unallocated | Pallets and boxes not yet assigned to a buyer |
| Allocated | Pallets and boxes with pre-allocations |
| Total | Combined count |
A footer row shows totals across all rows. The header indicates the number of active shipments included.
Grouping Dimensions
You can group the matrix by one or more of:
- Calibre (default) — size grading
- Variety — produce variety (e.g., Red Globe, Hass)
- Pack format — packaging type
When multiple dimensions are selected, each row shows a combined label like 16 · Red Globe · 8.2kg. Calibre values sort numerically; variety and pack format sort alphabetically.
Filters
All filters apply automatically — no submit button needed.
Destination
A hierarchical country → port dropdown. Check a country to select all its ports, or expand to pick individual ports. The filter applies to both the Trading View and the Dashboard.
Produce
Multi-select buttons with produce icons. Filters to only shipments containing the selected produce types.
Arrival
A slider with four positions:
| Position | Meaning |
|---|---|
| All | No arrival filter |
| ≤ 7 days | Arriving within one week |
| ≤ 2 days | Arriving within two days |
| Arrived | Already arrived at destination |
Clear All
A Clear all button resets every filter to its default.
Cell Drill-down
Click any Unallocated or Allocated cell to expand a detail panel below the table. The panel shows every packing line that contributes to that cell, with:
| Column | Content |
|---|---|
| Container | Container number(s), plus badges: ❄️ frozen, 🌿 organic (🌱 if mixed), 📝 notes |
| Destination | Port and country |
| Arrival | ETA or "Arrived" badge |
| Pallet | Pallet number |
| Boxes | Box count for this line |
| Allocate | Pre-allocation button — click to assign boxes to a buyer |
| Open → | Link to the full shipment page |
Pre-allocation from the Trading View
From the drill-down panel, you can manage pre-allocations inline — the same popover used on the shipment page. See the Pallet Pre-allocation guide for details.
The allocation status shows as:
| Badge | Meaning |
|---|---|
| Allocate (gray) | No allocations yet |
| 5/20 (amber) | Partially allocated |
| Full (green) | All boxes assigned |