Use Stock Lookup and Select

Back Top Previous Next

The Stock Select screen is available from within the job stock grid. It will help to search and narrow down choices for inclusion in the stock grid. It will show the available quantity of each stock, at each stock location.

 

Stocklookup

 

1.Enter all or part of the stock code in the Stock Code field and/or the Description field.

2.Select the Location and/or Stock Group, and/or tick Qty on Hand > 0 (if applicable).

3.Click Run to search the Stock List. Stock codes matching the search criteria will be displayed.

4.Enter the quantity or use the Arrows - Up-Down (up/down arrows) to select.

Info

When setting the quantity to greater than zero, that stock line will be displayed in green and the stock code will be added to the Selected Stock tab, where it and any other selected stock can be viewed and changed.

 

selectedstock
5.Repeat steps 1 through 4, to select more stock codes.
6. When all the stock has been chosen, select OK to proceed. All selected stock will be added to the job.

 

Info

Within a manufacturing job, Stock Select includes the quantity of stock being manufactured in the On PO column.

 

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 by Multi-selection

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

View or Edit a Job