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Next Generation - Utilise the Stock Movement History screen to its best

A guide to the Stock Movement History Enquiry screen, covering how to access and search movement transactions, apply filters, configure columns, and export data.

The Stock Movement History Enquiry screen holds all the stock movement transactions for all your stock records and allows you to search and filter movement history.

All of our enquiries 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 transactions you're interested in are displayed in the enquiry window.

Access the Stock Movement History Enquiry screen

  1. Click Stock then click Stock Movement History.
    ​Note: All stock movement transactions are displayed. You can narrow down your search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the

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    icon and choose from the available filter list, then click OK.


To access a stock record's movement transactions directly from the stock record, please refer to our Access the Stock Movement screen directly from a stock record article.


The Stock Movement History enquiry is made up of the following sections:

Sections

Description

Search field
​

  • Search by stock code to find specific stock items.
    ​Note: When accessing the enquiry directly from a stock record, you cannot search for a different stock code.
    ​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.

Saved Filters List

  • A list of any saved filters that are available.

  • Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.

Advanced Filter
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  • 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 articles we linked above.

Cog

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  • 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 movement transactions 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 transactions and columns, the default is to load 100 transactions.

      • 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 transaction, this loads another 100 transactions. 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 Enquiry 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 and clicking on the

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    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.

Hyperlink - Stock Code

  • You can click on the hyperlink to open your stock record in view mode.

Related Articles
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Next Generation - The Stock Records screen
Next Generation - Search for a stock record
Next Generation - Create a stock movement
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