Feature Request - Show Financial Impact Before Completing Stock Adjustments & Stocktakes

Problem:

When creating a stock adjustment or completing a stocktake in Cin7 Core, there is no way to see the financial impact of the changes before marking the transaction as Complete. The Financial Tab only becomes available after completion, at which point the data has already been pushed to integrated accounting applications (e.g. Xero, QuickBooks).

This creates a compliance gap for businesses that require internal approval workflows based on financial thresholds — for example, adjustments under $1000 approved by a team lead, but anything above requiring sign-off from a manager or finance team.

Proposed Solution:

Provide a way to calculate and display the financial impact of a stock adjustment or stocktake before it is marked Complete. This could be implemented as either:

1. Auto-calculate on Save — Populate the Financial Tab when the transaction is saved as a draft, so users can review the dollar impact before completing.
2. "Calculate Financial Impact" button — A dedicated action that generates the financial summary on demand while the transaction is still in draft/open status.

Why This Matters:

• Enables businesses to implement approval workflows based on the value of inventory movements
• Prevents unauthorised or unexpected financial entries flowing through to accounting systems without review
• Supports internal compliance and audit requirements — particularly important for businesses with segregation-of-duties policies
• Currently, the only workaround is to save and then do our own independent financial analysis.

Suggested Implementation Detail:

The financial impact calculation already exists (it powers the Financial Tab post-completion). Exposing this calculation at the draft/open stage — using the current average cost or FIFO cost basis already held against each product — would allow the value to be surfaced without requiring new costing logic.