Add Stock By Multi Selection

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Stock Select allows selection of multiple stock codes, along with the quantity of each required. This opens the Stock Select screen from the stock line of the job to select one or more stock codes and enter how many of each is required, then automatically add the list of selected stock to a quote or job.

 

To select multiple stock codes, open the Stock Select form within a job (select the ellipsis [...] in the Stock Code field) and enter the quantity required in the Select Qty column. Use the up/down arrows to increase/decrease the quantity required.

 

multiselectstock

 

Once stock is selected, the line will turn green, and it will be added to the list of stock under the Selected Stock tab.

 

selectedstock

 

Stock remains in the list of Selected Stock until it is unselected (by changing Selected Qty to 0).

 

Run Stock Select filtering by Specials, for instance, and choose some stock. The selected stock appears under the Selected Stock tab. Run Stock Select again, filtered by, say, Sales and add some more stock to the Selected Stock list.

 

stockgroups

 

When ready, selecting OK will add all of the selected stock to the current object.

 

Info

The selected stock will replace the line of stock that the Stock Select was opened from. When multiple stock has been selected, the current stock line will be replaced with multiple lines of stock.

 

Within the Stock Select screen the history relating to stock is available, showing what stock has been sold to that customer in the last 365 days. However, it will only show stock that is part of a report level group.

 

StockSelectHistory

 

How to

Add a Job

Add Comments to a Job

Add Discount to a Job

Add Document to Job

Add Freight to Jobs

Add Multiple Jobs

Add Stock to a Job

Add Stock to Job When Insufficient Stock

Auto create purchase orders from Jobs

Charge a customer a restocking fee

Create a Job from a Similar or Previous Job

Create a Job Template for Recurring Jobs

Create Back order

Credit an Overcharged Customer

Handle Part Delivery of Jobs

Import Jobs

Job/Order Prepayments/Refunds

 

 

Mark a Job as Ready

Print a Job

Rent Stock to a Customer

Reserve Stock for a Job

Scan Stock into Jobs

Select Serial Numbers on a Job

Stock Availability Allocation Process by List

Stock Availability by Location on the Fly

Take Deposits from Customers

Unallocate stock from a job

Unlink a Job

Unmark a Job as Ready

Unprint a Job

Unreserve Stock for a Job

Use Comments to Track Work in a Job

Use Stock Lookup and Select

View or Edit a Job