List Stock

This section will cover viewing and editing List Stock.

Searching for stock

This is where you can search for stock using different filters. Filters do not need to be applied to find stock lists.

Assets Inclusion
Select Stock Only, Assets only, or All.

SKU (or part thereof)
Type part of a SKU or tick the button for only an exact match SKU.

Supplier SKU (or part thereof)
Type part of a supplier SKU or tick the button for only an exact match supplier SKU.

Group
Select Stock, Tools, Unassigned or All.

Show Items That Are
Select In Stock Only, On Order Only, Back Order Only, Allocated Only, On Selling Hold or All.

Name (or part thereof)
Type the name or part of the name of a stock list.

Filter by Customer
Type the name of the customer.

Include Inactive Stock
Tick for yes or leave blank for no.

Stock Type
Select the type of stock you would like to filter by or select All for all stock types. Selecting None Set will automatically change to All.
Press the button to search with applied filters, then relevant stock list records will appear.

Search by SKU / Name

Use this search bar to search by exact SKU or stock name. Only stock lists with an exact match will appear if using this search bar.

Actions

Once relevant stock lists have appeared pressing the button will give you multiple options.

Edit

Selecting the Edit action will allow you to modify the stock record.

• Under the heading a list of information for that stock record will appear.
  

Stock type
To change the type of stock select an option from the drop-down menu.

SKU
Enter here if you are updating SKU for the stock record.

Alternative SKU
Enter here if you are updating the alternative SKU for the stock record.

Amazon ASIN
Enter here if you are updating the Amazon ASIN for the stock record.

Name
Update the name of the stock record here.

Weight (g) (per single impression)
This is where to update the weight on the stock record. This will be recorded in grams, to two decimal places. Leave blank if weight is in a different unit. Eg. pallet/ box/ unit.

Height (mm)
This is where to update the height on the stock record. This will be recorded in millimetres, to four decimal places.

Depth/Width (mm)
This is where to update the depth on width of the stock record. This will be recorded in millimetres, to four decimal places.

Length (mm)
This is where to update the length on the stock record. This will be recorded in millimetres, to four decimal places.

Is this product Dangerous or Hazardous?
For Yes select Green or for No select Red.

Override Delivery Method where this Stock Record is present to
Select option to update from the drop-down menu.

Measurement for Weight (if not g/kg)
Select the appropriate unit of measurement for the stock on record, from the drop-down menu.

Discontinued
For Yes select Green or for No select Red.

Product Group
Select the appropriate product group for the stock on record, from the drop-down menu.

Keep Active
For Yes select Green or for No select Red.

Active
For Yes select Green or for No select Red.

Selling Hold
For Yes select Green or for No select Red.

Reserved for Customer
If you are reserving stock, enter the name of the customer here.

Once details have been correctly modified the button to save changes.

=== Under the heading a list of pricing information will appear. ===

VAT Rate
Select the appropriate VAT rate for the stock on record, from the drop-down menu.

RRP
Enter here if you are updating the RRP of the stock on record. This will be recorded in £(GBP), to two decimal places.

Retail Selling Price
Enter here if you are updating the Retail Selling Price of the stock on record. This will be recorded in £(GBP), to two decimal places.

Trade Selling Price
Enter here if you are updating the Trade Selling Price for the stock on record. This will be recorded in £(GBP), to two decimal places.

Delete
TBC

Deliveries
TBC

SPL History
TBC

Transactions
TBC

Warehouse Lookup
TBC