Next Generation - The Stock Records screen | Access Financials Help Centre

Access the Stock Records screen

Click Stock then click Stock Records.
- Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
  icon and choose from the available filter list, then click OK.

The Stock Records screen holds all your stock records created in your database, and enables you to access other areas of Financials directly from the screen like The Stock Movement History Enquiry.

To create a new stock record, please follow our Create a stock record article.

All of our Next Generation enquiries, record list use the same look and feel as well as functionality for consistency purposes.

You can run enquiries against all records or just a specific record.
You can apply filters to ensure that only the records you're interested in are displayed in the records window.
Access to different areas of Financials is controlled by your Security Profile.

When you start your journey on the Stock Records screen, and select a stock record then access other areas of Financials, the enquiries and actions on transactions will be based on your selected stock and not all stock records.

You can access the Stock Movement History directly from the Stock Records screen to filter transactions that are related to your selected stock item. For more information, please refer to our Accessing stock movement history enquiry directly or from a stock item article.

The Stock Records screen is made up of the following sections:

Sections	Description
Search field	You can search on Stock Code or Stock Description. Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches. You can search for the beginning of each word in the available quick search fields, no matter where they are. Example: If you wish to search for a Stock Name of "Black Large T-Shirt", you can now enter the words "Black", "Large", or "T-Shirt" and Financials will intelligently find this result. For more ways to search for a customer record, please refer to our search for a stock record article.
Saved Filters List	A list of any saved filters that are available. Filters are saved using the Advance Filter panel, for more information please refer to how to use the Advance Filter.
Advanced Filter	Opens the advanced filter panel for advanced filtering. Number indicator displays the number of applied filter criteria to the enquiry list. For more information, refer to the advance filter article we linked above.
Cog	Contains a list of actions which can be carried out on the enquiry. Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns. Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel. Reset Sorting - Removes any sorting that you've set on all displayed columns. Reset Default Column Width - Resets all column widths to their default size. Export to Excel - All - Exports all the stock records for the columns displayed on the screen. If you wish to see all columns available on your export, you have to add all columns in the configure column option. The current limit is set at 500,000 rows to protect the performance. You can run several exports at the same time, even from the same screen and you'll be notified individually as each one is completed. Export to Excel Current View - Exports the currently displayed or loaded records and columns, the default is to load 100 records. If you wish to see all columns available on your export, you have to add all columns in the configure column option. Once you scroll past the 100th record, this loads another 100 records. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.
The Grid	Default columns are displayed when the Stock Records screen opens. You can change the columns position by pointing to the column label and once the cursor changes to a little hand, hold down your left mouse key and drag it to your desired position. For more information on how you can design your columns, please refer to our Configure Columns article. Each column is sortable and you can sort on multiple columns at the same time. You can filter on all of the columns by pointing to the column label with your mouse and clicking on the icon to open the filter window. You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once.
Hyperlinks - Stock Code	You can click on the Stock Code hyperlink on your stock record. The record opens in View mode of your selected stock and you can click on the Edit button to set the stock record into edit mode.
Action Panel - Access other areas and options	Select the checkbox in front of a stock record to open it. The Action Panel automatically opens on the right-hand side of the screen where you can access action cards. On the Tasks tab, you can enter tasks for the selected stock record. You can only select one stock record at a time to enter a task for. On the Notes tab, you can add notes for the selected stock. You can only select one stock record at a time to enter notes for. You can close the Action Panel by clicking on the icon in the middle of the panel. You can also open it again manually by clicking on the icon on the right-hand side in the middle of the Stock Records screen.

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