Stock workspaces and enquiries

Use this to locate your stock items by using search categories.

Open: Stock Control > Enquiries > Stock Item Search.

You can:

• Highlight a search category and value and see all the stock items with that category and value.
• Create a filter for a category to see all the stock items that have that category applied regardless of category value.

• View the details of a stock item.

  Select the item (using the check box) and choose Actions > Stock Status Enquiry. The Stock Status Enquiry workspace opens with the list of transactions filtered for the selected item.

  Note: This option is not available if you have more than one row selected.

• View the transactions for a stock item.

  Select the item (using the check box) and choose Actions > View Current Transactions. The Stock Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected item.

  Note: This option is not available if you have more than one row selected.

Open: Stock Control > Enquiries > Stock Status.

Use this to see an overview of the current status of your stock items, including the quantity in stock, the amount allocated, and the location for a particular stock item.

You can:

• Highlight a stock item and see the details, locations, receipts and prices, suppliers, alternative items, memos, comments, search categories, attachments and units of measure.

• Open a related workspace with the content already filtered. For example, if you want to view the transactions for a specific stock item, select the item (using the check box) and choose Actions > Stock Current Transaction Enquiry. The Stock Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected item.

  Note: This option is not available if you have more than one row selected.

• Desktop only - Complete related tasks from the list of Actions, such as amending an item, allocating or adding stock.
• Add a memo to an stock item. Select the item (using the check box) and choose Actions > Add Memo.
• Sort and filter the list of stock items. Use the filter options to find information such as stock items by product group, all stock items in a certain locations, stock items by movement type or a combination of these.
• Search for a specific stock item. For example, use the toolbar filter to find a stock item by code or item name.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Stock Control > Enquiries > Current Transactions.

Use this to see information about your current stock item transactions such as movement history and allocation details.

You can:

• Highlight a stock transaction and see the details of that transaction.

• Open a related workspace with the content already filtered. For example, if you want to view the stock item details for a specific transaction, select the transaction (using the check box) and choose Actions > Stock Status Enquiry. The Stock Status Account Enquiry workspace opens with the list of stock items filtered for the selected transaction.

  Note: This option is not available if you have more than one item selected.

• Sort and filter the list of stock transactions. Use the filter options to see information such as, all transactions related to a specific location, transactions by movement type (sales order or purchase order and so on) or transactions by movement in or out.
• Find a specific transaction. For example, use the toolbar filter to find a transaction by stock code, name, or location.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Stock Control > Enquiries > Traceable Items.

Use this to see information about all your traceable stock items. You can see details of the batch or serial numbers, quantities, locations, receipts, allocations and attributes.

You can:

• Highlight a traceable stock item and see the details, locations, allocations, issues and attributes.

• Open a related workspace with the content already filtered. For example, if you want to view the details for a specific traceable item, select the item (using the check box) and choose Actions > Stock Status Enquiry. The Stock Status Enquiry workspace opens with the list of stock items filtered for the selected transaction.

  Note: This option is not available if you have more than one item selected.

• Desktop only - Complete related tasks from the list of Actions, such as assign or amend a batch /serial number.
• Sort and filter the list of stock items. Use the filter options to find information such as all traceable numbers for a stock item or location, or stock items by location.
• Search for a specific stock item or traceable number. For example, use the toolbar filter to find an item by its name , code or traceable number.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Stock Control > Enquiries > Monthly Trading Figures.

Use this to see the monthly trading history for your stock items and the transactions that make up the monthly trading figures. Your stock items, monthly trading figures and transactions are displayed on three panes.

You can:

• Highlight a stock item to see the monthly trading figures (the quantity and value bought and sold per month) for that item.
• Highlight a month to see the transactions, sales order and purchase orders that make up the monthly figures.

• Open a related workspace with the content already filtered. For example, if you want to see the sales orders relating to a specific transaction, select the transaction(using the check box) and choose Actions > Stock Current Transaction Enquiry. The Stock Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected item.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the list of stock items, monthly figures or transactions. For example, use the filter options to find information such as stock items by product group or by quantity in stock.
• Search for a specific stock item, month or transaction. For example, use the toolbar filter to find a stock item by code or item name, or the trading figures by month or year.
• Print a list of the stock items, months or transactions that you are interested in.
• Export the list of stock items, months or transactions that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Stock Control > Enquiries > Traceable Transactions.

Use this to see the transaction history for your traceable items.

You can:

• Highlight a traceable stock item and see the transaction history for the item as well as it's details, locations, allocations, suppliers, units of measure, memos and attributes.
• Select a transaction for a selected batch/serial number and see details of the transaction source document.
• Desktop only - Complete related tasks from the list of Actions, such as assign or amend a batch /serial number.
• Sort and filter the list of traceable numbers. Use the filter options to find information such as a list of the batch/serial numbers for a specific stock item.
• Search for a specific stock item or traceable number.
• Print a list of the batch/serial numbers that you are interested in.
• Print a list of the transactions for the selected batch/serial number that you are interested in.
• Export the list of batch/serial numbers that you are interested in to an Excel spreadsheet.
• Export the list of transactions for the selected batch/serial number that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Stock Control > Enquiries > Archived Transactions.

Use this to see information about your archived stock transactions such as movement history and transaction details.

On Premise deployments only - You can archive your stock transactions using the Stock Control > Utilities > File Maintenance > Archive stock item History option.

You can:

• Highlight a stock transaction and see the details of that transaction.

• Open a related workspace with the content already filtered. For example, if you want to view the stock item details for a specific transaction, select the transaction (using the check box) and choose Actions > Stock Status Enquiry. The Stock Status Enquiry workspace opens with the list of stock items filtered for the selected transaction.

  Note: This option is not available if you have more than one item selected.

• Sort and filter the list of stock transactions. Use the filter options to see information such as, all transactions related to a specific location, transactions by movement type (sales order or purchase order and so on) or transactions by movement in or out.
• Find a specific transaction. For example, use the toolbar filter to find a transaction by stock code, name, or location.
• Print a list of the documents that you are interested in.
• Export the list of documents that you are interested in to an Excel spreadsheet.

Open: Stock Control > Enquiries > Stock Profitability .

Use this to see the revenue, cost and profit of your stock items and allows you to identify profitable and non-profitable items.

You can:

• Highlight a stock item and see a list of orders and returns for that item as well as details about the selected stock item such as locations, memos, and units of measure.
• Highlight a sales order or return for a selected stock item and see details of the order or return.
• Desktop only - Complete related tasks from the list of Actions, such amend stock item details, add or allocate stock.
• Sort and filter the list of stock items. Use the filter options to see a list of your most or least profitable items.
• Find a specific stock item or transaction. For example, use the toolbar filter to find a stock item by code or name or a transaction by date or value.
• Print a list of the stock items or transactions that you are interested in.
• Export the list of stock items or transactions that you are interested in to an Excel spreadsheet.
• Run related reports.

Open: Stock Control > Enquiries > Who Supplies What.

Use this to see the information about the suppliers of your stock items. You can see all the suppliers of a particular item or all the items supplied by a particular supplier.

You can:

• Highlight a stock item by supplier and see the supply details and order history for that item.

• Open a related workspace with the content already filtered. For example, if you want to view the supplier details for a stock item, select the item (using the check box) and choose Actions > Supplier Account Enquiry. The Supplier Account Enquiry workspace opens with the list of stock items filtered.

  Note: This option is not available if you have more than one item selected.

• Desktop only - Complete related tasks from the list of Actions, such as enter a new order.
• Sort and filter the list of stock items. Use the filter options to find all the stock items that are supplied by a particular supplier.
• Find a specific stock item or supplier. For example, use the toolbar filter to find a stock item by code or name or a supplier by code or name.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.

Open: Stock Control > Enquiries > Stock Quantity Breakdown.

Use this to see information about whether stock items are allocated to a sales order, allocated to a BOM, a sales order waiting for the selected item, or a BOM allocation producing the selected item.

You can

• Select a stock item and use the drop down list on the lower pane to see whether the stock item is allocated to a sales order, allocated to a BOM, a sales order which is waiting for the selected item, or a BOM allocation which is producing the selected item.
• Desktop only - Complete related tasks from the list of Actions, such as view stock item details or amend a works order or BOM.
• Sort and filter the list of stock items. Use the filter options to see information such as stock items by product group, or items that are on order.
• Find a specific stock item.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.

Open: Stock Control > Enquiries > Allocated Stock.

This shows an overview of your top ten most allocated stock items by warehouse and by bin. The chart in first panel displays a breakdown of your most allocated stock items.

You can:

• Select a stock item from the chart and see details of the stock levels by warehouse and the item details, suppliers, alternative stock items, batch serial numbers, units of measure and memos.
• Select a warehouse to see the stock levels by bin and the warehouse details.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Stock Control > Stock Item List.

Use this to see a list of all your stock items.

You can:

• Open a related workspace with the content already filtered. For example, if you want to view the transactions for a specific stock item, select the item (using the check box) and choose Actions > Stock Current Transaction Enquiry. The Stock Current Transaction Enquiry workspace opens with the list of transactions filtered for the selected item.

  Note: This option is not available if you have more than one row selected.

• Desktop only - Complete related tasks from the list of Actions, such as amending an item, allocating or adding stock.
• Add a memo to an stock item. Select the item (using the check box) and choose Actions > Add Memo.
• Sort and filter the list of stock items. Use the filter options to find information such as stock items by product group, all stock items in a certain locations, stock items by movement type or a combination of these.
• Search for a specific stock item. For example, use the toolbar filter to find a stock item by code or item name.
• Print a list of the stock items that you are interested in.
• Export the list of stock items that you are interested in to an Excel spreadsheet.
• Run related reports.

This enquiry lets you view traceable items in the system. It is only available when you are using Manufacturing.

For more information, see Traceability enquiry (Manufacturing only).