Difference between revisions of "Using Stock Enquiries"
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== Summary == | == Summary == | ||
| − | + | Use Stock Enquiries to find useful information such as stock quantity, free stock, location, outstanding Sales or Purchase Orders, Stock Codes and alternative prices. | |
== Additional == | == Additional == | ||
| − | Stock Enquiries is so useful it is located in multiple regions of the system and | + | Stock Enquiries is so useful it is located in multiple regions of the system and there are a number of points from which to access Stock Enquiries. These are : |
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* "Stock Control" -> "Stock Enquiries". | * "Stock Control" -> "Stock Enquiries". | ||
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* "Purchase Ordering" -> "Stock Enquiries". | * "Purchase Ordering" -> "Stock Enquiries". | ||
| − | However as a | + | However as a general rule if there is a facility to enter a Stock code then you will be able to access the Stock enquiries screen by pressing {{KeyPress|F8}}, or clicking on the {{Button|Enquiry}} button. |
== Running Stock Enquiries == | == Running Stock Enquiries == | ||
| − | Once you have | + | Once you are in the Stock Enquiries, a range screen is shown. |
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| + | * At {{DataPrompt|Depot}}, this will be set to your current depot. You should have no need to change this. | ||
| + | * At {{DataPrompt|Group}}, enter the group of stock items for which you wish to make an enquiry, or leave it blank in order to do a search for all stock Groups. | ||
| + | * At {{DataPrompt|Stock From}}, enter the code of the first stock item for which you wish to make an enquiry, or leave it blank and the system will assume the first stock code to be used. | ||
| + | * At {{DataPrompt|Stock To}}, enter the code of the first stock item for which you wish to make an enquiry, or leave it blank and the system will assume the last stock code to be used. | ||
| + | * At {{DataPrompt|Sales Price}}, enter the selling price range that you wish to display. Generally leave this blank so that the standard selling price is displayed. Other prices can be shown no matter how this is set. | ||
| + | * At {{DataPrompt|Supplier}}, enter a supplier for which to do a enquiry. Leaving this field blank will assume all suppliers. | ||
| + | * At {{DataPrompt|Application}}, enter a Stock application to run the enquiry on. If this is left blank then all applications will be used. | ||
| + | * At {{DataPrompt|Search on}}, type a word or words that might appear in the description of the items for which you are looking. | ||
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{{Note|text=To run the "Stock Enquiry", once you have entered the search functions that you are after, press {{KeyPress|F2}}.}} | {{Note|text=To run the "Stock Enquiry", once you have entered the search functions that you are after, press {{KeyPress|F2}}.}} | ||
== Reading Stock Enquiry == | == Reading Stock Enquiry == | ||
| − | + | You will see a screen showing the Stock code(s), Description, Stock Quantity, the selling price and whether there are any outstanding orders. There are also other functions available on this screen. | |
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| + | === Other functions === | ||
| + | * Press {{KeyPress|S+F2}} to show details of any orders for the item at which the cursor is pointing. If there is nothing shown on the right hand side of the screen under the {{DataPrompt|OP}} column, then this will come up blank. | ||
| + | * Press {{KeyPress|A+F2}} to show details for all depots if you run a multi-site operation. It may be that another site has an item in stock that a customer wants to buy, and you could transfer it from there to your site. | ||
| + | * Press {{KeyPress|A+F3}} to see stock futures. This is useful if you are very disciplined about your delivery dates for items on sales and purchase orders. You can see from this what your stock situation will be in the future based on the delivery dates of the orders. | ||
| + | * Press {{KeyPress|F5}} to see any alternatives to this item. | ||
| + | * Press {{KeyPress|F6}} to replace the {{DataPrompt|Price}} with {{DataPrompt|Location}} or swap them back. | ||
| + | * Press {{KeyPress|S+F6}} to replace the {{DataPrompt|Quantity}} with {{DataPrompt|Free Stock}} or swap them back. | ||
| + | * Press {{KeyPress|F7}} to see Alternative or Application Notes. | ||
| + | * Press {{KeyPress|F8}} to see other prices. | ||
{{KB_Tags|Stock, Enquiry, order}}{{KB_ST}} | {{KB_Tags|Stock, Enquiry, order}}{{KB_ST}} | ||
Revision as of 11:13, 13 August 2008
Contents
Summary
Use Stock Enquiries to find useful information such as stock quantity, free stock, location, outstanding Sales or Purchase Orders, Stock Codes and alternative prices.
Additional
Stock Enquiries is so useful it is located in multiple regions of the system and there are a number of points from which to access Stock Enquiries. These are :
- "Stock Control" -> "Stock Enquiries".
- "Sales Ordering" -> "Stock Enquiries".
- "Purchase Ordering" -> "Stock Enquiries".
However as a general rule if there is a facility to enter a Stock code then you will be able to access the Stock enquiries screen by pressing <F8>, or clicking on the [Enquiry] button.
Running Stock Enquiries
Once you are in the Stock Enquiries, a range screen is shown.
- At "Depot", this will be set to your current depot. You should have no need to change this.
- At "Group", enter the group of stock items for which you wish to make an enquiry, or leave it blank in order to do a search for all stock Groups.
- At "Stock From", enter the code of the first stock item for which you wish to make an enquiry, or leave it blank and the system will assume the first stock code to be used.
- At "Stock To", enter the code of the first stock item for which you wish to make an enquiry, or leave it blank and the system will assume the last stock code to be used.
- At "Sales Price", enter the selling price range that you wish to display. Generally leave this blank so that the standard selling price is displayed. Other prices can be shown no matter how this is set.
- At "Supplier", enter a supplier for which to do a enquiry. Leaving this field blank will assume all suppliers.
- At "Application", enter a Stock application to run the enquiry on. If this is left blank then all applications will be used.
- At "Search on", type a word or words that might appear in the description of the items for which you are looking.
 | To run the "Stock Enquiry", once you have entered the search functions that you are after, press <F2>. |
Reading Stock Enquiry
You will see a screen showing the Stock code(s), Description, Stock Quantity, the selling price and whether there are any outstanding orders. There are also other functions available on this screen.
Other functions
- Press <S+F2> to show details of any orders for the item at which the cursor is pointing. If there is nothing shown on the right hand side of the screen under the "OP" column, then this will come up blank.
- Press <A+F2> to show details for all depots if you run a multi-site operation. It may be that another site has an item in stock that a customer wants to buy, and you could transfer it from there to your site.
- Press <A+F3> to see stock futures. This is useful if you are very disciplined about your delivery dates for items on sales and purchase orders. You can see from this what your stock situation will be in the future based on the delivery dates of the orders.
- Press <F5> to see any alternatives to this item.
- Press <F6> to replace the "Price" with "Location" or swap them back.
- Press <S+F6> to replace the "Quantity" with "Free Stock" or swap them back.
- Press <F7> to see Alternative or Application Notes.
- Press <F8> to see other prices.
