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Stock

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.


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.

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.


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.

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).


View/ Edit

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.

If any changes are made, you'll need to specify an Adjustment Code to justify and categorize your actions.

stock.txt · Last modified: by 127.0.0.1

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