Difference between revisions of "Using Stock Enquiries"

From Catalyst
Jump to: navigation, search
m
 
(7 intermediate revisions by 2 users not shown)
Line 10: Line 10:
  
 
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.
 
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.
 +
 +
You will also find that wherever {{KeyPress|C-F1}} - [[How do I find a stock code?|search]] for stock code is used, clicking on the {{Button|Advanced}} button will also provide you with the same fields and options as stock enquiries.
  
 
=== Running Stock Enquiries ===
 
=== Running Stock Enquiries ===
 
Once you are in the Stock Enquiries, a range screen is shown.
 
Once you are in the Stock Enquiries, a range screen is shown.
  
−
* At {{DataPrompt|Depot}}, this will be set to your current depot. You should have no need to change this.
+
Complete any relevant ranges then click {{Button|Search}}. The fields you may use to limit the search are described below:
−
* 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.
+
* {{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.
+
* {{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.
+
* {{DataPrompt|Code prefix}} - if you wish to see all codes starting with a particular set of characters you may enter this here.
−
* At {{DataPrompt|Supplier}}, enter a supplier for which to do a enquiry. Leaving this field blank will assume all suppliers.
+
* {{DataPrompt|Application}} - if you have stock linked to [[Using Stock Applications|applications]] you may specify an Application else leave this field blank.
−
* At {{DataPrompt|Application}}, enter a Stock application to run the enquiry on. If this is left blank then all applications will be used.
+
* {{DataPrompt|Group}} - click the dropdown arrow to choose a group to search on or leave the field blank to look at all groups.
−
* At {{DataPrompt|Search on}}, type a word or words that might appear in the description of the items for which you are looking.
+
* {{DataPrompt|Supplier}} - enter a supplier to limit the search to items linked to them. Leave this field blank to ignore supplier as a range.
 +
* {{DataPrompt|Price Code}} - select from a range of price codes by clicking the dropdown arrow. If you specify a code here the {{DataPrompt|Price}} column in the results will use this code only. Leaving this blank will ensure the first price displayed is your RRP. Within the search results is a function, {{KeyPress|F8}}, to allow you to view all prices for an item.
 +
* {{DataPrompt|Location}} - specify a location or use the dropdown arrow to select a location. Leave blank to view stock at all locations.
 +
* {{DataPrompt|Filter on}} - this field will search through all data fields in a stock code for the text entered here. This is a very detailed search and can take much longer than a standard search.
 +
* {{DataPrompt|Search on}} - enter a word or words that might appear in the description of the items for which you are looking.
  
−
{{Note|text=To run the {{Menu|Stock Enquiry}}, once you have entered the search functions that you are after, press {{KeyPress|F2}}.}}
+
* {{DataPrompt|Depot}} will be set to your current depot. You should have no need to change this unless you wish to search on stock at an alternative depot. Within the search results, pressing {{KeyPress|A-F2}} will show stock at other depots for a specific item.
  
 
=== 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.
+
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. Some are explained below.
 +
 
 +
{{Tip|text=When on a stock enquiry screen, pressing {{KeyPress|F11}} will show you the options available with a short explanation of each.}}
  
 
=== Other functions ===
 
=== 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.
+
* {{KeyPress|S-F2}} - to view a summary of outstanding Sales and Purchase Orders for the item.
−
* 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.
+
* {{KeyPress|A-F2}} - to show details for all depots the item is held at if you run a multi-site operation. You may then decide to contact another site to transfer stock to you.
−
* 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.
+
* {{KeyPress|C-F3}} -  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.
+
* {{KeyPress|S-F4}} - [[How can I View Statistics for this Part?|Stock statistics]].
−
* Press {{KeyPress|F6}} to replace the {{DataPrompt|Price}} with {{DataPrompt|Location}} or swap them back.
+
* {{KeyPress|F5}} - to edit the highlighted item.
−
* Press {{KeyPress|S-F6}} to replace the {{DataPrompt|Quantity}} with {{DataPrompt|Free Stock}} or swap them back.
+
* {{KeyPress|S-F7}} - [[Using Stock Associations in Platinum|Stock associations]].
−
* Press {{KeyPress|F7}} to see Alternative or Application Notes.
+
* {{KeyPress|S-F8}} - [[How can I get Platinum to suggest alternative parts?|Stock Alternatives]].
−
* Press {{KeyPress|F8}} to see other prices.
 
  
 
== See also ==
 
== See also ==
−
* [[Selling Parts over the Counter]]
+
* [[Selling parts over the counter]]
−
* [[Selling Stock at Point of Sale]]
+
* [[Selling stock at point of sale]]
−
* [[Selling Stock in Invoicing and Customer Orders]]
+
* [[Selling stock in Invoicing and Customer Orders]]
−
* [[Creating a Purchase Order]]
+
* [[Creating a purchase order]]
 
* [[Creating a Stock Sales Order]]
 
* [[Creating a Stock Sales Order]]
  
 
{{KB_Tags|stock, enquiry, order, sale, sales, invoice, invoicing, parts, part, customer}}
 
{{KB_Tags|stock, enquiry, order, sale, sales, invoice, invoicing, parts, part, customer}}
 
{{KB_ST}}
 
{{KB_ST}}
 +
 
{{KB_Ref|GR02}}
 
{{KB_Ref|GR02}}

Latest revision as of 09:04, 9 June 2020

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.

More Information

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 :

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.

You will also find that wherever <Ctrl+F1> - search for stock code is used, clicking on the [Advanced] button will also provide you with the same fields and options as stock enquiries.

Running Stock Enquiries

Once you are in the Stock Enquiries, a range screen is shown.

Complete any relevant ranges then click [Search]. The fields you may use to limit the search are described below:

  • "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.
  • "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.
  • "Code prefix" - if you wish to see all codes starting with a particular set of characters you may enter this here.
  • "Application" - if you have stock linked to applications you may specify an Application else leave this field blank.
  • "Group" - click the dropdown arrow to choose a group to search on or leave the field blank to look at all groups.
  • "Supplier" - enter a supplier to limit the search to items linked to them. Leave this field blank to ignore supplier as a range.
  • "Price Code" - select from a range of price codes by clicking the dropdown arrow. If you specify a code here the "Price" column in the results will use this code only. Leaving this blank will ensure the first price displayed is your RRP. Within the search results is a function, <F8>, to allow you to view all prices for an item.
  • "Location" - specify a location or use the dropdown arrow to select a location. Leave blank to view stock at all locations.
  • "Filter on" - this field will search through all data fields in a stock code for the text entered here. This is a very detailed search and can take much longer than a standard search.
  • "Search on" - enter a word or words that might appear in the description of the items for which you are looking.
  • "Depot" will be set to your current depot. You should have no need to change this unless you wish to search on stock at an alternative depot. Within the search results, pressing <Alt+F2> will show stock at other depots for a specific item.

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. Some are explained below.

When on a stock enquiry screen, pressing <F11> will show you the options available with a short explanation of each.

Other functions

  • <Shift+F2> - to view a summary of outstanding Sales and Purchase Orders for the item.
  • <Alt+F2> - to show details for all depots the item is held at if you run a multi-site operation. You may then decide to contact another site to transfer stock to you.
  • <Ctrl+F3> - 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.
  • <Shift+F4> - Stock statistics.
  • <F5> - to edit the highlighted item.
  • <Shift+F7> - Stock associations.
  • <Shift+F8> - Stock Alternatives.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
stock, enquiry, order, sale, sales, invoice, invoicing, parts, part, customer
Tags

GR02

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Using_Stock_Enquiries&oldid=42022"