Viewing the Stock Items List

Background

The stock items list layout represents the repository of all stock items that exist within strokeone.


Examples of types of Stock Items are:-

Each unique stock item has a SKU. Stock item uniqueness is made up from the value combination of  several key attributes on the actual item.

The number of key attributes varies by the type of the stock item.

For example, a blank garment is differentiated by seven attributes [Owner, Brand, Type, Style, Colour, Trim, Size, Gender, whereas a Blank Screen only has two [Mesh, Size]]

 

Stock list items are grouped within the repository by SKU.

 

 

About this task

This topic will instruct you how to open, interrogate, understand the contents of, and the actions allowable from, the Stock Items list layout.


Prerequisites

Ensure that you have logged onto strokeone, and that you can see and access the Goods In button in strokeone home banner.

Procedure

  1. From the home banner, click the Goods In and then Stock List buttons.
  2. The Stock Item list layout opens in find mode. That is, there are no items yet shown.
  3. Enter some criteria in one or more of the fields to process the find.
    Tip: Product Type is a logical choice.


  4. The screen will populate with the corresponding stock item records per the search criteria in step 3)


Layout Composition & Actions Permissible

This layout is composed of the following elements:-

 

(1) New record icon  - Will create a new stock line item record.
(2) Open record icon - will open up the detailed record for the Stock Item

(3) Stock line item basic data fields. Specifically, for each stock line item listed, the following information is shown:-

Field

Comments

SKU

Stock Keeping Unit. Unique numeric code to identifying the item.

Description

Basic Description of the item

Note: If product type is an ink, then  the description is prefixed with a square coloured according to how the set colour field is populated on the stock line item record

Favourite

This check-box allows you to mark a stock line item as a favourite.
Note:when you are picking certain stock line items (such as inks), the view may be pre-filtered to only show those items marked as favourites.

Detail Button

Upon clicking will cause a pop-up window showing some of the key attributes of the stock item.

example

Product

The type of the product for the stock item. See Understanding Product Types for more help if needed.

Allocated

TBC:  to remove  ? **

Minimum

The minimum number of units of this stock item that should always be in stock as available.

Available above minimum

Calculated field as [Available - Minimum]


If this yields a negative number, the field is colour formatted to indicate what the impact of any expected amounts of open purchase orders will make to the current value.

 

That is:-

Red: If (Available + Expected) < Minimum

Amber: If ( Available + Expected) >= Minimum

Available

The quantity of the item currently available

Expected

The quantity of the item that has been ordered, but not yet booked in.

PO Lines

Upon clicking will cause a pop-up window showing some of the basic details of any open purchase orders for the stock item.

example

Owner

The owner of the stock line item

Primary Supplier

The preferred supplier of the stock line item

Department Button

Upon clicking will cause a pop-up window showing the departmental users of this stock list item

example

 


(4) Stock Item adjustment buttons
(5) Scripted buttons to allow you to

 - raise a purchase order for a stock line item.

  - duplicate a stock line item

(6) Find Discrepancy button -TBC:  need to define this ***

(7) Scripted Sorts

 

Related Topics

How to create a stock line item

Adjusting Stock Line Item Amounts

Raising Order for Stock Items

Viewing Opening Purchase Orders

Understanding Product Types