Stocks

An overview of item stock levels per department (warehouse). For every item that has a stock record in a department, the list shows the quantity, average purchase price, value and the dates of the last movements; the dialog is where the minimum and optimal stock levels, the location, and the stock type and account are set. Items are entered in the Items form.

About filters and finding data in lists

• {Group}
• {Stock Type}
• {Position}
• {In stock} — Checkbox.
• {Negative Stocks} — Checkbox. When checked, only items that are out of stock but still carry a purchase value are shown. If such an item appears, create a stock count list with {Purchase value without stock} checked, then release and close it.

• Code
• Part No.
• Item
• Stock
• Production surplus
• Unit
• Position
• ∅ Purchase Px. — Average purchase price, calculated by dividing the total purchase value of the goods in stock by their quantity.
• Whol. Px.
• Retail Px.
• Last Purchase
• Last Sale

The Stock - Edit dialog opens from the list; the same dialog also opens with the button on the ~ STOCKS ~ tab of the Items form. The buttons at the bottom of the dialog:

• SAVE — Saves the entered data.
• DELETE — Deletes the item's stock record in the department. The button stays visible but disabled until the conditions in the Limitations section are met.

The dialog header holds the print icons:

• — Prints price stickers with the item's retail price; the dialog fields are described in the Print dialog section.
• — Prints the item's product labels with the content entered on the ~ PRODUCT LABELS ~ tab of the Items form, where the print dialog fields are also described. The icon is shown only to companies with the G_DEKL setting enabled.

Clicking opens the Price Stickers - Select Output dialog:

• {Type of Label} — Sticker size. The types are predefined; a new type is requested through a support request.
• {Printer} — The label printer the stickers are printed on.
• {Quantity} — The number of stickers to print.

The output options are the same as in every print dialog and are described on Print language.

The dialog has the following data tabs:

• ~ BASIC ~
  The item's stock data in the department — minimum and optimal stock levels, position, stock type and account, and the calculated quantities, prices and values.
• ~ SUBSTITUTES ~
  Items that can substitute this item; the tab is identical to the one in the Items form and is shown only to companies with the G_ZAMART setting enabled.

• A stock record can be deleted with DELETE only when the item's stock in the department is 0 and the item has no movements in that department; otherwise the button is disabled.
• An item that is “under stock count” cannot be entered on incoming or outgoing documents until the stock count list is closed — see {Stock Count in Progress} on the ~ BASIC ~ tab.

• Stocks — Stock levels on a given date.
• bez_prometa
• No Turnover - CSV — Export of the bez_prometa report data in CSV format.
• To order — A list of items whose stock is at or below the entered {Min Stock Level}.
  • The quantities shown are those needed to bring the stock up to the entered {Optimal Stock Level}.
  • The report ignores items with no minimum stock level entered.
• p_promet
• Positions — A list of the warehouse positions.