Look up Stock History from within your Sales Order

While adding a Sales Order, you can look up details of bought and sold for a Stock Item and what other items are often sold with this item.

Introduction

Check Stock Details

Availability

Bought History

Sold History

Other Sold Stock

Other Sold Stock Quick Access

Introduction

While you are adding or editing a Sales Order, you can look up various details for a Stock Item to see the Availability, Bought History, Sold History or Other Stock Items that are often sold with this Item.

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Check Stock Details

In your Sales Order, search for the Stock item you want and view the option you want from the dropdown list.

• Go to Sales > Sales Orders.
• Select the Sales Order you want or add a new Sales Order.

In the Stock selection field:

• Enter the first few characters of the Stock item you want.

When the list of Stock items that matches your search appears:

• Click the ellipsis (three dots) beside the Stock Item you want to check.

Now you can see the dropdown list of options: Availability, Bought History, Sold History or Other Sold Stock.

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Availability

• Click Availability to see at a glance the stock numbers of this item held at each Branch. You can also check numbers On Order, Sold over the last months, on Back Order and the Average Cost.

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Bought History

• Click Bought History to see the Last bought details and Purchase Orders pending.
• Click the tabs at the top of the window to view details for the Branch that this order is for, or for all Branches, or for the Payable Contract for this item.

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Sold History

• Click Sold History to view the history of Sales for this Stock Item.
• Click the tabs at the top of the window to view details for this Receivable Account, the Branch that this Sales Order is for or all Sales.

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Other Sold Stock

This can be access from this dropdown or from the Add button (in Sales Quotes) or the Now button (In Sales Orders).

• Click Other Sold Stock to view other Stock Items that are frequently sold with this Stock Item and have been invoiced.
• To select one of these items, you can add the Quantity that you require for that item line,
• Continue adding a quantity for any other items that you might want.
• Click Confirm. This will add these items to the Sales Order and add a line for each new item, or update the numbers in a line for an existing item.

You will be taken back to your Sales Order page where you an see the new items that you have selected.

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Other Sold Stock Quick Access

You can also access the Other Sold Stock from the Add button (in Sales Quotes) or the Now button (In Sales Orders).

In your Quote or Order:

• Stock: Select the Stock Item you want.
• Click the dropdown arrow beside Add (for Sales Quotes) or Now (for Sales Orders).
• Select Other Sold Stock.

In the Top 10 Other Stock Items Sold window:

You can see the other items that have commonly been sold and invoiced with the item you have selected in the Stock field. (Note that the item you are searching for will also appear in this list.)

You can check the selection box beside any item/s to add them to your Quote or Order.

• Select the item/s you want by ticking the checkbox.
• Click Confirm.
• These items will be added as new lines to your Quote or Order. You can then adjust the quantity if required, and continue with your Quote / Order.

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