Using Stock Enquiries

Summary

A Stock Enquiry can be ran to show various useful bits of information like stock items quantity location to whether there are any outstanding Sales or Purchase Orders for a particular depot, Stock Group, Stock Code and Supplier.

Additional

Stock Enquiries is so useful it is located in multiple regions of the system and so there are many starting points to which access Stock Enquiry. You can access Stock Enquiries from the main menu via going to:

• "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 via pressing <F8>, or via clicking on the [Enquiry] button.

Running Stock Enquiries

Once you have located Stock Enquiries you will be displayed with a screen with many fields available to search for stock enquiries.

• At "Depot". Enter the code of the depot for which you wish to make an enquiry. As Default this will be set to Stock for sites with only one depot. Leave this field alone if you have only one stock depot.
• 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 on 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 on 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 if this is left blank then the standard selling price will be displayed. As a rule this field usually is left blank.
• At "Supplier". Enter a Stock supplier for which to do a enquiry on. 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". To do a enquiry on stock with specific words in the description.

To run the Stock Enquiry, once you have entered the search functions that you are after, press <F2>.

Reading Stock Enquiry

Once the stock enquiry has been ran it will show the Stock code(s), Description, Stock Quantity, price (if the Sales Price was left blank this will be the slandered selling price.) and whether there are any outstanding orders. There are also other functions avaliable on this screen.

Additional Functions

Outstanding Orders

If there is a P or a S or both on the right hand side then there are currently Purchase Orders or S als Orders. To show these orders press <Shift+F2> any outstanding orders for the current stock line will be displayed.

Alt+F2 This will list the stock available at each depot. The free stock quantity for each depot will also be shown.

Shift+F3 Display stock futures for the current stock line.

Shift+F4 Stock statistics popup.

F5 Displays any alternative parts that exist for the current stock line.

F6 Changes the price column to location or vice versa.

Shift+F6 Changes the quantity column to free stock quantity or vice versa. Free stock is defined as stock quantity - Sales order quantity + purchase order quantity. The works order processing will also be taken into account. This figure will reflect the total given in the orders popup on Shift+F2.

F7 Toggles the display of notes for applications or alternatives, where applicable.

F8 Toggles the display of extra price ranges as set up in the parameters.

Ctrl+F8 View general notes.

F9 Select a new page of information to view.

See Also

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Keywords AND Misspellings

Stock, Enquiry, order