Differences

This shows you the differences between two versions of the page.

--- stock [2021/08/09 14:23] – [View/ Edit] gareth
+++ stock [2021/08/27 08:26] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Stock ======
-The stock screen lets you search and filter through the stock that is stored on the system, you can search for the stock either with the “Stock Site Number” filter, or the “Stock code” filter. Stock is assigned to sites and can be moved to others within the system.
+The Stock screen is the first screen within the Stock Module, and is used to view, add and edit Stock records.
+A Stock record is a [[Part]] which exists at a Stock Site with a particular quantity. The same Part can exist across multiple Stock Sites, as each one is essentially it's own list. Stock can even be moved between Sites using the [[Move]] screen.
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-==== Stock List View ====
+==== Stock List ====
+Clicking on the Stock option will open the Stock List, which at first will be blank. You can populate this list by using one of the two dropdown boxes at the top-right of the screen, to either choose the Stock Site, or the Part that you wish to view.
-Clicking on the Stock option will open up the stock list view, here you can view and search for, add and view the stock for the system.
+{{ :stocklist.png?800 |}}
-''Insert Image Here''
-If you wish to find a specific piece of stock and a site that it is assigned to, simply apply the two necessary pieces of data, and if there are any stock items associated with both filters, they will be displayed in the columns below.
+If you choose the Stock Site, you'll view all Stock for that Site, whreas if you choose the Part, you'll see a record of that Part for each of the Stock Sites it exists at. You can also use both boxes to find a particular Part on a specific Site.
-''Insert image here''
+----
+==== Adding Stock ====
+To add a new Stock record, click 'Add New Stock' at the top left of the screen. This will open a pop-up window for you to populate. You need to fill in the Stock Code (Part) and the Stock Site in order to save the record.
+{{ :stockadd.png?600 |}}
+Click the 'Update' button to save your Stock record. You won't be able to add a Stock record to a Site that already has this Part listed - for that you can edit the quantity on the existing Stock record (see below).
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 ==== View/ Edit ====
-You can then open the stock record by double clicking on the record you want to view it, the stock view windows will then open to show you the info regarding that stock item, this includes the  site its assigned to, the quantity of it etc.
+To view or edit a Stock record, click the pencil icon or double click the line. This will open the Stock record in a pop-up window.
+{{ :stockmodify.png?600 |}}
+If any changes are made, you'll need to specify an [[Adjustment|Adjustment Code]] to justify and categorize your actions.
-''Insert Image here''
-If you wish to edit any stocks info when on the view screen, change any info that you need to then click the "update" option at the bottom of the window.
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-====