Everything you need to know about stock records

Add new stock records, create stock movements and check stock movement history

25 articles

Next Generation - The Stock Records screenA guide to the Stock Records screen, covering how to search and filter stock records, access stock movement history, and use the available grid features and action panel.
Next Generation - Customise the displayed columns for the Stock Records screenA guide to configuring columns on the Stock Records screen, covering how to add, remove, and reorder columns using both the mouse and keyboard.
Next Generation - Create a stock recordA guide to creating a stock record, covering the three available tabs and the additional tabs that become accessible once the record is saved.
Next Generation - Populate the Details tab for a stock recordA guide to populating the Details tab on a stock record, covering the four available sections for both new and existing stock records.
Next Generation - Populate the Settings Tab for a stock recordA guide to populating the Settings tab on a stock record, covering transaction defaults, intrastats, barcodes, and VAT settings.
Next Generation - Populate the Custom tab for a stock recordA guide to populating the Custom tab on a stock record, including how to add extra custom fields if your permissions allow.
Next Generation - Create a sub analysis stock typeA guide to setting up and using sub analysis stock types, covering how to enable sub analysis on both new and existing stock records and how to add sub analysis…
Next Generation - Set up Sort Keys for a sub analysis stock record in Stock OptionsA guide to configuring sub analysis code entry methods in Stock Options, covering manual, concatenated, and concatenated and justified options.
Next Generation - Edit a stock recordA guide to editing a stock record by opening it via the Stock Code hyperlink and setting it into edit mode.
Next Generation - Populate the Prices tab for a stock recordA guide to setting up selling prices on a stock record, covering the available fields on the Stock Prices - Sales popup window and the different pricing options available.
Next Generation - Set up Selling Prices for a stock recordA guide to setting up sales prices on the Prices tab of a stock record, with a description of each available field on the Stock Prices - Sales popup window.
Next Generation - Set up Purchasing Prices for a stock recordA guide to setting up purchase prices on the Prices tab of a stock record, with a description of each available field on the Stock Prices - Purchase popup window.
Next Generation - Different price methods for a stock record explainedA guide to the different stock pricing methods available for selling and purchasing prices, with examples of how each method calculates the price.
Next Generation - Customise the labels for stock sub analysis stock records.A guide to customising the Sub Analysis field and checkbox labels on stock records to better reflect your business needs.
Next Generation - Search for a stock recordA guide to the different ways to search for stock records, covering column filters, the quick search field, and the Advanced Filter panel.
Next Generation - Set a stock record to be inactiveA guide to setting stock records as inactive, including the conditions that must be met before a stock record can be marked as inactive.
Next Generation - Delete stock recordsA guide to deleting unused stock records, covering the restrictions on deletion, and the steps to delete both individual and multiple stock records.
Next Generation - Access the action panel from a stock recordA guide to accessing the Action Panel from a stock record, covering the available tabs and their functions, including Actions, Notes, and Tasks."
Next Generation - Create, edit, and delete tasks and notes for stock recordsA guide to creating, editing, and deleting tasks and notes against stock records, covering how to assign tasks to users and store additional information using the Action Panel.
Next Generation - Set up extra custom fields for your stock recordA guide to setting up custom fields against stock records, covering the available field types and how to configure the number of fields displayed under the Custom tab.
Next Generation - Definition and rules for used stock recordsA guide to the restrictions applied to used stock records, covering editing and deletion limitations based on transaction usage.
Next Generation - Configure sort keys on the details tab for a stock recordA guide to setting up and customising sort keys for stock records, covering label customisation and creating or editing sort keys.
Next Generation - Utilise the Stock Movement History screen to its bestA guide to the Stock Movement History Enquiry screen, covering how to access and search movement transactions, apply filters, configure columns, and export data.
Next Generation - Customise the Selling and Purchasing Price Key labels for your stock itemsA guide to customising Price Key labels for stock items, covering how to rename the default selling and purchasing price keys to more meaningful labels for your business.
Next Generation - Access stock movement history directly from a stock recordA guide to accessing the Stock Movement History Enquiry, covering how to view movement transactions for all stock records or a specific stock item directly from the Stock Records screen.