Stock Management

Entry Point:

Inventory landing page,

or from the main navigation menu under Inventory > Stock Management.

You can view available and unavailable quantities, and apply change of status to specific serialized items or to accessories on hand at the store.

To manage status of items, the procedure is:

Select the Stock Management utility.
Use the Stock Management filter to search for the item by selecting search source or item category or free text and then click Apply Filter.
The search results display. User clicks the SKU link of the relevant item.
The Quantity panel displays, presenting stock levels and actions for serial number auditing and management. Depending on the type of item selected – serialized or non-serialized – a different layout of the quantity panel will be displayed.
The serialized items status can be set to Available, Damaged, Returned or Available for Loan. The non-serial items status can be either available or not available.
If the user selects to Adjust Out a serialized item, the Adjustment Out screen will display, auto populated with the serialized item to be adjusted out.
The Stock Adjustment screen is auto populated with the serial items selected in the Stock Management screen.

Stock Management landing page Stock Management search filters

Select Inventory On Hand (selected by default).

Select the category/subcategory, and then clicks Apply Filter.

Stock Management filter – select category

Screen Data Elements

Elements	Type	Action
Search In	Select from list	Select between: Inventory On Hand Active Items Inactive Items System / Services All Items Out of Stock POS Entry Allowed
Category	Select from list	Select category and continue
Text	Alphanumeric	Type text to search by
10 Results	Select from list	Select between 10 or 25 results
Apply Filter	Button	Apply the search criteria

The search results display. Click the SKU link of the relevant item.

The Quantity panel displays, presenting stock levels and actions auditing and management.

Depending on the type of item selected – serialized or non-serialized – a different layout of the quantity panel will be displayed.

Stock Management – search results

Screen Data Elements

Elements	Type	Action
Filter	Icon	Filter by inventory source, for example, Inventory On hand, and filter by Category or text
Search	Icon	Search by Item ID or Description
Item ID	Link	Link to Item page in Inventory catalog where serial numbers are displays and user can Adjust Out or change item status
Description	Read only	Item description
Available	Numeric	Quantity available for sale at the store
Not available	Numeric	Quantity not available for sale
Reserved	Link	Quantity reserved
Main/Sub Category	Alpha	Main and Sub category
View Low Stock Report	Link	Link to Low stock management screen

User clicks an item SKU in the Stock Management search results to open the quantity panel.

Stock Management – Quantity panel – serialized item

Screen Data Elements – Serialized item – quantity panel

Elements	Type	Action
Item code and description	Read only	Item code and description
Quantity Available for Sale	Read only	Reflects current number of items available for sale
Quantity Not Available for Sale	Read only	Reflects current number of items Not available for sale
Serial Number Filter	Type-in box	Search for a specific serial number
Select from list	Select from list	Sort by status
Serial number	Read only	Serial numbers on-hand
Copy-paste	icon	Copy the SN to clipboard
Status	Read-only	Status of the SN
Action	Read-only	Actions that can be performed on each SN
Change Status	Select from list	Select the SN status: Available. Damaged, Returned, Available for Loan
Adj Out	Link	Opens the Adjustment Out Screen auto populated with the selected SN ready to Adjust Out

You can change the item status in the Action menu of serialized item quantity panel.

Stock Management – Quantity panel – serialized item- change status

Stock Management – Quantity panel – change status

Screen Data Elements

Elements	Type	Action
Serial Number	Read only	The item serial number
Current Status	Read only	The status of the serialized item
Available	Option	Select to change the status to Available
Damaged	Option	Select to change the status to Damaged
Returned	Option	Select to change the status to Returned
Available for Loan	Option	Select to change the status to Available for Loan

You can search for a specific item in the Stock Management quantity panel.

Stock Management - Serial item- search by item status

Screen Data Elements

Elements	Type	Action
SKU and Description of the item	Read only	SKU and Description of the item
Quantity Available for Sale	Read only	Quantity Available for Sale
Quantity Not available for Sale	Read only	Quantity Not available for Sale
Serial Number Filter / Search	Search box	Enter the serial number and then click the search icon
Status	Select from list	Select between: Available Damaged Returned Available for Loan
Serial No.	Link	Link to SN History Search
Copy	Icon	Copy the serial number to paste it elsewhere
Status	Read only	Status of the SN
Action – Change Status	Link	See following screenshot
Action – Adj Out	Link	Link to Stock Adjustment screen (auto populated with the selected SN)

The Stock Management quantity panel for non-serial items displays the quantity available and unavailable, and provides the option to change status of a quantity of items, then save.

Quantity panel – Non-Serialized

Stock Management - Non-Serialized item

Screen Data Elements – non serial items

Elements	Type	Action
Non Serialized item	Read-only	Header
Item code and description	Read only	Full item code and description
Quantity Available for Sale	Read only	Reflects current number of items available for sale
Quantity Not Available for Sale	Read only	Reflects current number of items Not available for sale
Change status of	box	Type the quantity of items that need changing status
Items To	Select from list	Select status of the quantity
Apply	button	Save the changes

Stock Adjustment out - auto populated with serial numbers

Stock Adjustment auto populated with serial numbers

Stock Adjustment Screen Data Elements

Elements	Type	Action
SKU or Serial Number	Enter	not relevant if adjusted out from Stock Management screen
Quantity checkbox	Select	not relevant if adjusted out from Stock Management screen
Available Qty	Select	not relevant if adjusted out from Stock Management screen
Add Item	Button	not relevant if adjusted out from Stock Management screen
SKU	Read only	Item ID
Description	Read only	Item description
Serial number	Read only	Item Serial Number
Status	Read only	Item status
Available Qty	Read only	Available quantity
Not Available Qty	Read only	Non available quantity
Bin	Icon	Remove the item from the stock adjustment list
Summary	Read only	Quantity summary
Note	Alphanumeric	Type a note
Cancel Adjustment	Button	Cancel the full list of stock adjustment
Select Reason Code	Select from list	Select the reason code for the stock adjustment
Adjust Out	Button	Adjust out the full list