The Inventory > Stock tab can be used:
- To search and locate a stock or group of stocks
- To action a stock
- To bulk action stock
- To delete stock
- To export a stock list
Note: Access to these functions will vary based on the user's security settings.
Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display.
1. Select {Inventory}. The page will open on the Stock tab.
Notes:
- Price column shows the lower quantity price scale (price per/price by).
- Price Updated column indicates the last time the price table was updated.
- Last Used column indicates the most recent order date that the stock was used.
2. Complete the applicable search fields. It is not imperative to fill out all the fields at once.
When searching for a stock, start with one field (ie. “Supplier Name”) and then select the
stock from the list that appears.
The search criteria that can be used include:
Field | Action |
Stock Name | Enter in the full or partial Stock Name. |
Supplier Name | Select Supplier option from the drop-down menu. Note: If the Supplier that you are searching for doesn’t exist in the drop-down menu, a new supplier must be created. (See Supplier - Creating a New Supplier) |
Supplier Code | Enter in the full or partial Supplier Code number. |
Weight | Select Weight option from the drop-down menu. |
Size | Enter in a length, or width, or both. |
Color | Select Color option from the drop-down menu. |
Finish | Select Finish option from the drop-down menu. |
Tags | Select one or more Tag(s) options from the drop-down menu. |
Price By | Select Price By option from the drop-down menu. |
Location | Enter in the full or partial Location. |
Note: Page will no longer automatically search when changing or editing text fields.
It will automatically search when changing drop-down fields.
Tip: If you know the stock exists, but you can’t find it by supplier name, try searching
another major field such as size or color. If the stock still cannot be located, it’s likely
the stock doesn’t exist in your system. Add the new stock or duplicate the most similar
stock and edit it. (See Stock - Adding New Stock, Stock - Editing a Stock, or
3. Once Search criteria has been entered, select {Search}. To clear all search
criteria, select {Clear}.
Stock Actions
To open the sub-action menu, click on the vertical ellipses for a stock and then select an action from the drop-down.
Action | Description |
Edit | This opens to Edit Stock modal for this stock. See Stock - Editing a Stock. |
Add a Note | This opens the New Note modal. |
Adjustment | This allows for a manual adjustment of inventory. |
For information on Bulk Actions, see Stock - Bulk Actions.
For information on Exports, see Stock - Exporting Stocks.
For information on deleting a contact, see Stocks - Deleting a Stock.