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.

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.

Will only return results for what is ticked.

Will not return results for any unticked boxes.

Will return results for either of the above.

On the right-hand side of the Groups selection within the list is the word OR. Clicking this wording will change it to &. This relates to how to use groups within the search. To be able to select two groups and find things that are in both groups, use the & option. To search two groups and find anything that is in either one of those groups, use the OR option. Double clicking on the words Card Grp at the beginning of the Card Grp field will turn the field green to indicate that group selection is inverted. For example, select cards that are not in these groups.

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.

1.On the ribbon, go to Stock > Create Stock List on the ribbon.

2.Go to the Advanced List tab at the bottom of the Stock List.

3.Press Enter. A list of stock codes will appear.

4.To filter the list, enter applicable criteria in fields.

5.Press Enter.

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.

9.Pin the list by clicking the Pin icon at the top right of the list.

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.