Stock Operations

Find transactions, sales orders and purchase orders relating to a specific stock item

The Stock Operations screen is used to find transactions, sales orders and purchase orders which relate to a chosen stock item.

Transactions

Find transactions associated with a selected stock item for which the release has started but batch is not completed yet.

  • Enter (part) of the relevant stock item code and press the search button.

  • Select the stock item.

    • details of stock item are displayed.

  • Click 'Transaction' button at bottom of page.

  • On the next screen a grid with all the transactions associated with the relevant stock item are displayed. NB. Only those transactions for which the release of the item has started and are not completed yet are displayed.

  • Select a transaction to see more details.

  • To view the Goods Received Notes(GRNs) associated with the selected transaction press 'view document'.

    • if any GRNs exists a grid with associated GRNs will show on the next modal.

    • select a GRN for more details.

  • To view the despatch notes associated with the selected transaction press 'Stock Out' button

    • a grid with associated dispatch notes will show on the next modal.

    • select a despatch note for more details.

    • If the despatch note has SAJ in its description (document detail) the stock transaction movement history can be looked at by pressing 'View Document'.

      • a grid with ALL the items on the selected despatch note will show.

Sales Orders

Find sales orders associated with a selected stock item.

  • Enter (part) of the relevant stock item code and press the search button.

  • Select the stock item.

    • details of stock item are displayed.

  • Click 'Sales Orders' button at bottom of page.

  • On the next screen a grid with all the sales orders associated with the relevant stock item are displayed.

  • Select a sales order in the grid to see more details.

Purchase Orders

Find purchase orders associated with a selected stock item.

  • Enter (part) of the relevant stock item code and press the search button.

  • Select the stock item.

    • details of stock item are displayed.

  • Click 'Sales Orders' button at bottom of page.

  • On the next screen a grid with all the sales orders associated with the relevant stock item are displayed.

  • Select a sales order in the grid to see more details.

  • Click 'View Purchase Order' to view the original Purchase Order.

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