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.
|
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. |