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Stock Search

The Stock Search screen 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.

Choose the appropriate item from the list and click the Select & Close button, or double-click the item to add it 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.