Stock flow provides ETA management at an integrated stock line level view of stock on purchase orders and linked jobs. This provides a single view of the expected delivery date from a vendor, and the job due date advised to your customers.
Select the Stock Flow icon to run a list which will show everything on order, what jobs are for whom, and due dates, along with the related job.
The list can be filtered in several ways, depending on the search criteria entered.
For example, enter a Vendor# to filter by the list for a specific Vendor, Cust# to filter by a specific customer, etc.
Right clicking on any row in the list displays a pop out menu for quick access to the related PO and/or job.
Header Fields
Field |
|
Explanation |
Purchase |
PO # |
Enter a particular purchase order number, if desired. |
Vend# |
Enter a vendor card code. |
|
From# |
Enter a from card code. |
|
Name |
You can choose a Name (user). |
|
PO Date Due > |
Date due after this date. |
|
PO Date Due < |
Date due before this date. |
|
Jobs |
Job# |
Enter a particular job number, if desired. |
Cust# |
Customer card code. |
|
Acc. Mgr |
Account Manager. |
|
Name |
User name. |
|
Job Date Due > |
Date due after this date. |
|
Job Date Due < |
Date due before this date. |
|
Stock |
Location |
Select stock location. |
Stock# |
Select stock code. |
|
Groups (See User Group Management) |
Acc.Mgr. Groups |
Select Account Manager Group. |
Job Name Groups |
Select Job Name Group. |
|
PO Name Groups |
PO Name Group. |
|
Stock Groups |
Select Stock Group. |
Grid Fields
Field |
Explanation |
PO# |
Purchase order number. |
PO Date Due |
Purchase order date due. |
PO Status |
Purchase order status, ie. Booked, Ordered, etc. |
Vend# |
Vendor card code. |
From# |
Purchase order From card code. |
PO Branch/SubBranch |
If branches/sub-branches are used these will display here. |
PO GL Dept. |
Purchase order GL department if used. |
Location |
The location where the stock is held. |
Stock Code |
The stock code for each line on the purchase order. |
Stock Description |
The stock description for each line on the purchase order |
Unit |
The unit type, ie. each, box, etc. |
Ordered |
Quantity ordered. |
Job# |
The related job number. |
Job Date Due |
The related job date due. |
Job Status |
The related job status. |
Cust # |
Customer card code on the related job. |
Right-Click Options in the Stock Flow List
Right Click Option |
Function |
||
|---|---|---|---|
View |
View the highlighted object. |
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Export Data |
Exports data from the grid to a spreadsheet file. |
||
Export Grid |
Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows. |
||
Print the list. |
|||
Print Preview |
Preview the list to be printed. |
||
Copy Cell |
Copy the cell you have clicked on. |
||
Copy Row |
Copy the entire row you have clicked on. |
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Copy All |
Copy all, which can then be pasted into a spreadsheet |
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Show Find panel |
Opens the Find panel: 
|
||
Grid Columns... |
Allows you to select more columns to add to the grid. |
Right Click Options in the Nav Tree
After the top 3 (which are self explanatory), these options mirror what is in the ribbon in the Stock tab, except for the last tab, which will reset all tabs to the default.
Further information: