Using Stock Enquiries

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 :

• " Stock Control Stock Enquiries"
• " Sales Order Processing Stock Enquiries"
• " Purchase Order Processing 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.

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

• Selling parts over the counter
• Selling stock at point of sale
• Selling stock in Invoicing and Customer Orders
• Creating a purchase order
• Creating a Stock Sales Order

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Keywords AND Misspellings

stock, enquiry, order, sale, sales, invoice, invoicing, parts, part, customer

Tags

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