How To - Stock Module

Stock

The stock module keeps track of all your stock locations and your items (Spare parts & catalogue items).Catalogue items and spare part will only appear in the stock list, if the spare part or the catalogue item have or have had a registered stock amount.

 This is an example of the stock module view.

The stock module view consists of three main windows.

1. The Stock location tree: You can recreate all your storage locations using folders and sub folders. By default there is 2 location folders, “All items” and “Un localized Stock”. Selecting the “All items” folder will list all stock in the item view (2). Selecting the “Un localized Stock” will list all stock that currently is not assigned to a location.
2. Item list view: This list will show you all items on the selected location in the stock location tree.
3. Occurrence view: This view will list details on the selected item in the item list. The view has three different information tabs.  The “Used in component” tab will list all components which has the currently selected spare part in their spare part lists.   The “Stock history” tab lists the selected items stock history details.   The “Orders” tab will list any orders the selected spare part is included in.
   
   

How to add stock locations and sub locations?

1. Click [Inventory] à [Stock]
2. Click the [Add root node to three] button to add a top folder/location.
3. Enter a name for the location.

To add a sub location to an existing location:

1. Select the location in the tree view you wish to add a sub location to
2. Click the  [Add sub node to three].
3. Enter a name for the sub location.

Existing location and sub location can be moved by drag and drop.

How to add stock items (spare parts and catalogue items) to a location?

1. Click [Inventory] à [Stock]
2. Select the item or items you wish to assign to a location or move to different location.
    (Press and hold the [CTRL] key to multi select)
3. Left click and hold on one of the selected items and hold.
4. Drag the item or items to the desired location in the location tree.

The system will prompt for the quantity of the items you wish to move.    

If more than one item was dragged and dropped, the system will prompt for each individual item. To move all items to the new location, click [OK To All]

How to do a stock count update?

After a stock count on a location you might need to update quantities for certain items. The easiest and fastest way to do this is to use the [Mass update] function in the stock module.

1. Click [Inventory] à [Stock]
2. Select the location you wish to update item quantities for.
3. Click the [Mass update stock] button found in the item list (2) menu bar.
4. A prompt asking for the stock history text will appear. Either user the default value “Stock taking” or enter a more appropriate description.
5. The quantity column in the grid is now opened for editing.
6. Update the items quantity.
7. All changes will be recorded in the stock history.

How to list all items below the minimum stock value?

To list all items that have gone below the items configured minimum value, do the following.

1. Click [Inventory] à [Stock]
2. Select the location you wish to view items from. (Select “All items” to get a complete overview)
3. To the farthest left in the” Item list” view tool bar select “List Min. stock”
4. A list of all items with a quantity below the set min value will be listed.