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Next Generation - The Stock Take screen

A guide to the Stock Take screen, covering how to access and navigate stock takes, apply filters, configure columns, and export data.

The Stock Take screen displays all your stock takes at any status and allows you to create new ones. All the statuses are explained in our Create a stock take article and you can find detailed steps on how to progress through Stage 1, Stage 2 and Stage 3 of the stock take wizard.

Access the Stock Take screen

  1. Click Stock then Transactions then click Stock Take.

    • Note: All stock takes 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

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

The Stock Take screen holds all your stock takes created in your database, and enables you to duplicate your stock takes to avoid re-entering all the details.

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

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

  • Run enquiries against all records or just a specific record.

  • Apply filters to ensure that only the records you're interested in are displayed in the records window.

Access to different modules of Financials is controlled by your Security Profile.


The Stock Take screen is made up of the sections explained below:

Sections

Description

Search field
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  • You can search on the Audit Number or Status of the stock take you want to work with.

Saved Filters List

  • A list of any saved filters that are available. These could be private filters or public ones depending on how the searches have been saved.

  • 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 article 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 takes 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 Take 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

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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.

Hyperlinks - Audit No.

  • You can click on the Audit No. hyperlink on your stock take. The relevant stock take opens and depending on the status, it will open in View mode of your selected stock take and you can click on the Edit button to set the stock take into edit mode.

  • When a stock take has a Complete status, you won't see the Edit button as the transaction has been completed.

Action Panel - Access other actions

  • Select the checkbox in front of a stock take to open it.

  • The Action Panel automatically opens on the right-hand side of the screen where you can access action cards.

  • Depending on the status of your selected stock take, you will be able to see different action cards.

  • You can close the Action Panel by clicking on the

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    icon in the middle of the panel. You can also open it again manually by clicking on the

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    icon on the right-hand side in the middle of the Stock Take screen.

Related Articles
Next Generation - The Customer Records screen
Next Generation - The Stock Records screen
Next Generation - Search for a stock record
Next Generation - Utilise the Stock Movement History screen to its best
Next Generation - Create a stock take
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