Use Stock Select

1.Start entering information into the Stock Code or Desc. field.

2.By default, the Location will default to where the user is, eg. NSW. Select another location if required.

3.Click Run to display search results.

When using Stock Select, the Location will default to what has been set on the User tab of users' cardfiles.

The default view is to show stock in one location only, but if clicking Show all Locations will open an extra section at the bottom of the screen. This pane will show stock quantities in each location, for the currently highlighted stock code. Note that while this pane is open, Show all Locations will be highlighted in blue. Click this button again to close the locations pane.

In the above example, it can be seen that as well as the 23 units in NSW, there is additional stock in QLD and BULK. So, for instance, 4 units are required for a job, this would provide the opportunity to transfer 1 unit from another location, rather than order in more stock from the supplier.

When in the Stock Select screen, select multiple stock codes by entering an amount in each stock code under Select Qty.

Either enter a number in the Select Qty column, or use the up and down arrows

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.