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The Search / Stock Activity tab provides two views, Inventory List and Stock Activity, for the purpose of:

  • Searching for inventory items.
  • Updating item pricing and stock levels.
  • Monitoring stock activity and holders.
  • Moving stock between users/holders.

Inventory list 

The Inventory List view displays item details including current stock levels and pricing information. Pricing and stock levels for users/custom holders can easily be updated from this view.

  1. Go to Manage > Inventory.
  2. Enable Search and enter a part numberitem nameidentifier or manufacturer.

    Filter categories or inventory items

    If you only want to see items for a particular category or a certain list of items, you can use the filter options in the middle and right of the page. Click either Select Categories or Select Items to add these filters.

  3. Click All Users/Holders or Select Users Holder to choose a specific stock location/s.
  4. Click a user/holder (ie: business unit, user or custom holder shown in the middle of the screen) to display the inventory list for that user/holder.

    Click to enlarge

    ColumnDescription
    PartNoThe part number of the item from the inventory card.
    ItemThe item name or description from the inventory card.
    IdentifierA secondary identifier such as a storage location number from the inventory card.
    AssignedShows the total items assigned to users/custom holders.
    StockShows the total items in stock.
    Bus. Unit Shows the total items in stock for the current BU, it's children and associated stock locations.
    Company Shows the total items in stock for all stock locations.
    Cost (ex)Item unit cost value (excluding GST) from the inventory card.
    Calculated Cost (ex)Calculated cost types control the cost basis used for calculating the item sell price. For more information, refer to Add an Inventory Item - Pricing.
    Simple SellItem unit sell value (excluding GST) from the inventory card.
    Stock TakeUsed to update the current stock level based on stock take count.
    Last Stock UpdateShows the date of the last stock update.
    P.O.Quick link to create a purchase order for replenishing stock.
    MoveAllows you to move inventory between business units, user or custom holders. For more information, see Moving inventory between user/holders.

 

Move stock between users/holders

To move stock between users or holders:

  1. Find the item in the Inventory List view and click the Allocate link.
  2. Complete the Allocate Stock fields as described in the table below.
  3. Once movements or stock quantities have been entered, click Save.

     

    ColumnDescription
    ResourceDisplays the existing user / holder of stock.
    StockDisplays the quantity of stock held by this resource.
    Move QtyEnter the quantity of stock to be moved from this resource.
    ToSelect where the stock is moving to.
    Correction UpManually enter a value to correct the quantity of stock (increase in Qty) held by the resource.
    Correction DownManually enter a value to correct the quantity of stock (decrease in Qty) held by the resource.
    Adjustment NoteWhen moving or correcting stock quantities, you can enter adjustment notes for reference purposes. Adjustment notes can be included in the Search Stock Activity view and Inventory reports.

 

Move all stock in bulk

If a resource leaves your company, you can easily move all of their assigned stock to another resource, custom holder, or business unit.

  1. Select the resource in the Inventory List view.
  2. Scroll down to the bottom of the list and click Allocate All.
  3. Select a user or holder from the drop-down list.



  4. Click Save.

 

Stock activity

The Stock Activity view displays item details and stock movement within a user defined date range.

  1. Go to Manage > Inventory.
  2. Click Stock Activity.
  3. Enter a From and To date range.
  4. Enable Search and enter a part numberitem nameidentifier or manufacturer.
  5. Click All Users/Holders or Select Users Holder to choose a specific stock location/s.
  6. Click a user/holder (ie: business unit, user or custom holder shown in the middle of the screen) to display the inventory list for that user/holder.



  7. Click the item name to view complete stock activity for that item.




Filter item stock activity

Stock activity can be filtered by using the search fields under each column header.