Create a Stock List

▪In the Nav Tree on the left, right click on Stock and select Create Stock List.

There are two different styles of Stock Lists – Basic and Advanced. Select the type by using the tabs at the bottom of the Stock List form.

When the stock list is first opened, the default view is the List tab, in which only the first five fields in the table below are displayed. Select any combination of those fields to generate a stock list. Running a list with stock which is marked as Not Active (ie. the Active box is empty) means inactive stock will be displayed in this list on a grey background.

Area

Field

Explanation

Stock

Code

Selects the specific stock code entered.

Desc

Selects stock with the description entered here.

Inc Detail Desc

Will include the detailed description (as entered on the Descriptions tab in the stock header) in the search.

Type

Selects the stock with the chosen type.

Active

Selects stock that is either Active/Inactive or both (see below for more information on the meaning of the checkboxes).

The Advanced List tab allows searching by any combination of the fields shown below, in conjunction with any of the first five above

Vendor

Selects the stock for the vendor entered here.

Vendor Stock Code

Enter the vendor stock code to search for.

Dates

Here, enter start and end dates.

Date Moved

Any stock that has a movement (transaction) for the dates selected.

Date Sold

Any stock that has been sold for the dates selected.

Date not Sold

Any stock that has not been sold for the dates selected.

Date Purchased

Any stock that has been purchased for the dates selected.

Extras

Labour Content

Selects stock with this value of labour content entered.

Barcode

Selects stock with this value for the barcode entered here.

Weight (kg)

Selects stock with this value as the weight.

Price Template

Select relevant price template, as per price template setups.

Publish Price to

Choose from Price List & Web, Price List, Web, or Don't Publish.

Parent Stock

Used to link versions of a product to a parent. For clients who have website integration.

Promo

Select a Promo to show only stock in the list that is on that Promo.

Stock Qty & Location

Qty in stock is >0

Selects stock with quantity greater than 0.

Qty in stock is <0

Selects stock with quantity less than 0.

Qty in stock is <>0

Selects stock with quantity other than 0.

Qty in stock is = 0

Selects stock with quantity equal to 0.

At Location

Selects stock in this location using the Stock Qty selection.

Info

Note: If the Stock Qty field is left blank when choosing a location, the list will show all stock on hand for all locations, regardless of whether there is stock or not.

Groups, Stock Groups & Stock Attributes

GL Group

Use the drop down list to search for stock attached to a particular Stock GL Group.

Stock Groups

Click the ellipsis [...] to select stock within this group or groups.

Stock Attributes

Click the ellipsis [...] to choose from a list of attributes. The Stock List will then display all stock with the attributes selected here.

Serial numbers & Attributes

Serial#

Choose from any combination of not required, on purchase, and/or on sell, to find stock with matching serial number statuses.

Attributes

Choose from any combination of not required, on purchase, and/or on sell, to find stock with matching attribute requirements.

This Stock I

Buy, Sell, Service, Manufacture

Choose any combination of these checkboxes to refine the search.

Note: Ticking/unticking more than 1 checkbox in the This stock I section will place an or between the conditions.

For example, untick Buy, Sell, Service and tick Manufacture and this will tell Jim2 to get all stock that is not Buy, not Sell, not Service but is Manufacturing.

checkboxtick

Will only return results for what is ticked.

checkboxempty

Will not return results for any unticked boxes.

checkboxpartsel

Will return results for either of the above.

To view or edit any of the stock within the list, double click or use the F2 function key on any of the fields relating to the stock to be displayed.

6.Sort stock codes into ascending order by selecting the required column header. Sort in descending order by selecting the same column header a second time.

7.Group stock codes by using the mouse and dragging the column header into the Drag a column header here space immediately above the column headers.

8.Name the list by entering a short description in the field which displays ListXX (in this case it says Stock List 1) at the bottom of the screen. This Stock List name will now also appear in the Nav Tree.

Stock can be updated to a specific price group from a Stock List. Generate a Stock List based on the required criteria, then right click and select Apply Stock to Price Group. Select the desired price group and click OK.

You can run an advanced stock list where the Qty on Hand > 0 and selecting Date not Sold, along with dates.

The resulting list will show you what stock is on hand and has not been sold for that period.

You can also run the Stock Aging Report from a stock list, where you can select Monthly, Quarterly or Yearly, along with other filters to produce a report that will also show slow moving stock.