Stock Select is available by selecting the ellipsis [...] from within the job stock grid, or the purchase stock grid, as well as from the View/Edit Stock icon. It will help you to search and narrow choices for inclusion in either stock grid. It will show the available quantity of each stock at each stock location, which may affect your decision about exactly which stock you choose to supply.
Filtering Stock in the Stock Select Window
1.Type a few letters into the Stock Code field or the Desc. field.
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You can include text within stock detailed descriptions when searching. To include detailed descriptions in search results, tick Include Detailed Desc. |
2.By default, the Location will default to where the user is, eg. NSW. You can select another location if you prefer.
3.Click Run to display search results.
Viewing Stock in all Locations
The default view is to show stock in one location only, but if you click Show all Locations, an extra screen pane will open 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 3 units in NSW, there is additional stock in QLD and VIC. So, for instance, if you needed 4 units for a job, this would give you the opportunity to transfer 1 unit from another location, rather than order in more stock from your supplier.
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Once you've decided on the stock you want to use, clicking OK will add your selection to the stock grid. |
When in the Stock Select screen, you can enter select multiple stock codes by entering an amount in each stock code under Select Qty.
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Stock Select includes the quantity of stock being manufactured in the On PO column. |
Further information: