Stock Preview Pane

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The preview pane is a quick way to see transactions against that stock code.

 

Quality

Note: The security level for the preview pane can be changed via the Scripting Engine to allow/hide certain areas of the Preview pane. The default security level for Stock is 5. As a default, the scripting engine is not available. This is to protect from potential issues with the database. This is also governed by Jim2 Security.

 

Previewsecurity

 

Furthermore, user security must match what is set up here.

 

reportlevel

 

Info

Note: Level 5 and above will show the preview pane. Level 4 and below will not.

 

When in a stock record, the preview pane will display on the right hand side of the screen.

 

Select the Preview Pane icon on the bottom right of the status bar to show/hide the Preview pane:

 

showpreview

 

If the Preview Pane does not appear, click on the 3 vertical dots at far right and drag to the left, or double click for it to appear:

 

preview

 

stock preview

 

This area displays the following for the stock record:

 

Area

Explanation

Top

This area will show all groups the stock belongs to.

Company

This will display the company for the user if Multi-Company is in use.

Monthly Sales

Provides information on sales over a twelve-month period in graph format

Images

Displays an images associated with this stock record

Top Customers

Lists top customers who bought this stock, along with pricing for this month/quarter, last quarter, year-do-date and last year – excluding GST.

 

Stop Users from Giving Discounts