Planning & Selling
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.
4 min readLast updated
Goal
Answer one question for your sales team: “What stock do I have coming in, broken down by calibre, variety, or pack format — and how much of it is already promised to someone?”
Stock Overview aggregates every packing line from your active shipments into a single matrix, and lets you allocate boxes without leaving it.
Before you start
- Active shipments with extracted packing data. The matrix is built from packing lines, so shipments without them contribute nothing.
- 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 five positions, running from the open sea on the left to your warehouse on the right. Drag it right to narrow the list to cargo that is closer to hand:
| Position | Meaning |
|---|---|
| All Shipments (far left) | No arrival filter |
| In Transit | Everything actively in transit, including shipments with no ETA set yet |
| Arriving Soon | Expected to arrive within the next 4 days |
| Arrived At Port | Arrived at port, or whose ETA has passed |
| In Warehouse (far right) | Only shipments confirmed received at your warehouse |
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 |