The list of stock items created through Stock Manager can be used not only for bulk changes, but also for the following purposes:

  • Perform a Detailed Takings Reports on the selected items.
  • Export the list of selected items to a CSV file.
  • Perform a custom stocktake on the selected items.
  • Send the selected items to the Barcode Manager.
  • Create pending orders for the selected items.

Selecting Stock Items in Stock Manager

The first step involves performing a search of your stock database based on parameters such as department, supplier, classifications and so on. This uses the Advanced Stock Search function.

  1. If the Stock Manager grid contains stock items, click on Remove -> Remove All. This will clear the grid and ensure that unwanted items are not included in the search.
  2. Click on Search.
  3. In the Advanced Stock Search screen, select the options required for the stock items to search for. Click HERE to learn more about Advanced Stock Search.
  4. Click Search. The Stock Manager grid will now display all stock items based on the search criteria.
  5. In the Stock Manager list, tick the particular stock items that you want to edit. The list can also be filtered before ticking the items you want.
    For more information on using filters, click HERE
  6. If you want to select all the items, click on the Select button. Then, click Select All.
  7. Conversely, to de-select all the items, click on the Select button and then click on Select None.

Sending The Stock Manager List

Detailed Takings Report

This generates a Detailed Takings Report on the items that were selected.

  1. After selecting the particular stock items, click on Send List To -> Reports -> Detailed Takings Report.
  2. Select any required options for the report.
  3. Click Preview/Print.

Exporting to CSV

This creates a file in the .CSV format that can be viewed as a spreadsheet in Excel or imported by other other applications. The stock information exported from Stock Manager is based on the columns shown during the export. This can be adjusted by clicking on the orange asterisk icon at the top left of the column headers.

The information that can be exported from Stock Manager can include: Barcode, Description, Quantity on Hand, Department, Category, Cost Price, Sell Price, Supplier Name, Supplier Stock Code, Last Sold Date, Last Arrived Date, and more.
  1. After selecting the particular stock items, click on Send List To -> CSV File.
  2. Navigate to a location to save the file in.
  3. Click Save.

Performing Custom Stocktake

This creates a custom stocktake based on the selected stock items.

  1. After selecting the particular stock items, click on Send List To -> Stocktake.
  2. The Stocktakes screen will appear with the selected items.
    For more information about custom stocktakes, click HERE

Sending to Barcode Manager

  1. After selecting the particular stock items, click on Send List To -> Barcode Manager.
  2. Select the Operator, Label Style and Quantity. Click OK.
  3. The barcodes will be sent to the Barcode Manager, where they can be printed.
    For more information about using the Barcode Manager, click HERE

Create Pending Orders

  1. After selecting the particular stock items, click on Send List To -> Orders.
  2. Pending orders will be created for each supplier for the selected stock items and the Orders Maintenance screen will appear.
    For more information about using Orders Maintenance, click HERE