Stock Search

The Stock Search window is used to select a Stock item for use in a document, e.g. a Sales Order or a Purchase Order. It is usually accessed by entering "?" into the code column of a new line and pressing TAB.

Note: Any variables entered into the search key field will only search the Code and Description columns of the grid.

Enter text to search by into the Search field, set any required filters and click Search.

You can use the dropdown next to the Search button to select a search template to filter the results by. If a search template is selected, you can toggle it on and off using the Filter toolbar button.

Select one or more stock items from the list, enter quantities into the Sel Qty column and click the Select & Close button, or double-click an item to add all selected items to the document.

Field Descriptions

Field	Description
Search Key	Enter the search name phrase or part name here.
Include inactive items	Check this box is the search result is to include inactive items in the search result.
Method	Choose one of these options to refine the search. exact phrase: The search result must contain the words exactly as they are entered in the search key field. all words: The search result will contain all of the words or part words entered in the search key field. at least one: The search result will contain at least one of the words or part words entered in the search key field.
Stock grouping
Filter by stock group	Check this checkbox to enable the stock group options.
Stock group fine	Choose this radio button if you want to restrict the search results to the fine stock group relative to the variable entered into the Stock Group field.
Stock group course	Choose this radio button if you want to restrict the search results to the course stock group relative to the variable entered into the Stock Group field.
Search results grid
Code	The stock code
Description	The stock description for the stock item.
Qty	The physical stock level at the current location.
Stock Group (Fine)	Formerly designated Primary this is a stock group from those established in Business Admin > Stock Groups.
Stock Group (Course)	Formerly designated Secondary this is a stock group from those established in Business Admin > Stock Groups.
Popup Menu	Right clicking anywhere in the search results grid opens a popup menu with a Stock Level option. Clicking this opens the Stock level Enquiry window which lists the physical, free, not for sale, committed and back order stock levels for the defined regions.