Difference between revisions of "Using Stock Enquiries"
Robert Hearn (talk | contribs) |
Robert Hearn (talk | contribs) |
||
| Line 31: | Line 31: | ||
== Reading Stock Enquiry == | == 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 | + | 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 available on this screen. |
=== Additional Functions === | === Additional Functions === | ||
==== Outstanding Orders ==== | ==== Outstanding Orders ==== | ||
| − | If there is a ''P'' or a ''S'' or both on the right hand side then there are currently ''P''urchase Orders or ''S'' | + | If there is a ''P'' or a ''S'' or both on the right hand side then there are currently ''P''urchase Orders or ''S'' ales Orders. To show these orders press {{KeyPress|Shift+F2}} any outstanding orders for the current stock line will be displayed. This Will show: |
| − | + | * Supplier Code. | |
| + | * Suppliers Name. | ||
| + | * Expected Delivery Date. | ||
| + | * Quantity on order | ||
| − | + | When highlighting the individual orders it also shows the {{DataValue|Current depot:}}, {{DataValue|Depot Code:}}, {{DataValue|current stock:}}, {{DataValue|Stock Balance:}} and if the part is specific for a workshop job or a customer it will also show {{DataValue|Reference:}}. | |
| − | Shift+F4 | + | ==== Depot Review ===== |
| + | The Stock Enquire can also show stock at each depot, the free stock available at each depot, also shows if there is a outstanding order at the individual depot. to Display all this information on stock Enquiry screen press {{KeyPress|Alt+F2}}. | ||
| + | |||
| + | ==== Stock Statistics ==== | ||
| + | The Stock Enquiry screen is also a great link to the Stock Statistics screen by pressing {{KeyPress|Shift+F4}} that will pops up and show: | ||
| + | * Sales history | ||
| + | * Current Stock statisitcs. Quantity, Reorder levels, maximum stock levels and current stock value. | ||
| + | * Last Purchase information, including date of purchase, supplier, quantity ordered and the unit cost price. | ||
| + | * Profit Summary, showing average sales, average cost average gross profit. | ||
| + | |||
| + | ==== Alternative Parts ==== | ||
F5 Displays any alternative parts that exist for the current stock line. | F5 Displays any alternative parts that exist for the current stock line. | ||
Revision as of 16:34, 22 July 2008
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
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 available 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 ales Orders. To show these orders press <Shift+F2> any outstanding orders for the current stock line will be displayed. This Will show:
- Supplier Code.
- Suppliers Name.
- Expected Delivery Date.
- Quantity on order
When highlighting the individual orders it also shows the 'Current depot:', 'Depot Code:', 'current stock:', 'Stock Balance:' and if the part is specific for a workshop job or a customer it will also show 'Reference:'.
Depot Review =
The Stock Enquire can also show stock at each depot, the free stock available at each depot, also shows if there is a outstanding order at the individual depot. to Display all this information on stock Enquiry screen press <Alt+F2>.
Stock Statistics
The Stock Enquiry screen is also a great link to the Stock Statistics screen by pressing <Shift+F4> that will pops up and show:
- Sales history
- Current Stock statisitcs. Quantity, Reorder levels, maximum stock levels and current stock value.
- Last Purchase information, including date of purchase, supplier, quantity ordered and the unit cost price.
- Profit Summary, showing average sales, average cost average gross profit.
Alternative Parts
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
