Stock lookup

TurboCASH5 Program ›› Lookups ››
Parent Previous Next

When processing documents you need to select the stock item in the document lines section. There are basically three (3) options to select stock items in any open / unposted document:

1.Lookup - Click on the Item No. column of document line or when proceeding to a new line, the Lookup will automatically be launched. To edit / select an existing Item, you need to double-click on the selected item in the document line.

2.+Open fast add - The Icon will launch the lookup as a part of the document entry screen (replace the header section of the document). Once finished selecting stock items, you may click on the -Close fast add icon.

You may enter a valid stock code, barcode or serial number and press the Enter key in the Fast add item (stockcode / barcode/ serial) field in the footer section of the document entry screen. This will insert the stock transaction in the document line.

3.Button lookup - This will launch a graphical image view of Stock group 1 and Stock Images.

The standard stock item lookup screen is as follows:

The values and fields are as follows:

1.Code - Code is the default option. You may select the Description, Barcode, Description and extra description or Code, Description and extra description option. This will allow you to enter any valid values for a stock item. If you click on the Search button, it will list only those stock items matching the value entered.

2.Operator - None is the default. You may select an operator (i.e. and / or). These operators will add another field where you may enter values to filter the stock items. If you click on the Search button, it will list only those stock items matching the values entered in the first search values field and / or the values entered in the second search values field.

3.Stock group 1 - You may select a stock group 1 (created / added in Setup → Groups (Stock group 1) and linked to the stock item). This will only list those stock items linked to Stock group 1.

4.Stock group 2 - You may select a stock group 2 (created / added in Setup → Groups (Stock group 2) and linked to the stock item). This will only list those stock items linked to Stock group 2.

5.Search by: Code, Description and Barcodes is the default options. If any of these are selected (ticked), it will change the sort sequence in which the stock items are listed.

The Auto-Select tick box will only be displayed when the Use Filter (right-click) is selected (ticked). The Auto-Select option allows you to enter any keys to filter by stock code, description, barcode, etc.

6.Status bar - This bar is located right at the bottom of the lookup screen. It will display the following details for the selected stock item:

a)Cur: This displays the current actual quantities on hand for the selected stock item. This is the totals of the Quantity on hand field of the Values section on the Ledger tab of the Action → Stock items  screen (as updated by posted documents) plus any unposted purchase documents.

b)Quote: This displays the quantities of any open / unconfirmed quotes which have not yet been converted to invoices.

c)Order: This displays the quantities of any open / unconfirmed orders which have not yet been converted to purchase documents.

d)Exp: This displays the expected quantities on hand for the selected stock item. This is the current quantities on hand for the selected stock item. This is the totals of the Quantity on hand field of the Values section on the Ledger tab of the Action → Stock items  screen MINUS the quantities of any open / unconfirmed quotes which have not yet been converted to invoices PLUS the quantities of any open / unconfirmed orders which have not yet been converted to purchase documents.

e)P1: This displays the Selling price 1 field of the Selling prices section on the Ledger tab of the Action → Stock items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

f)P2: This displays the Selling price 2 field of the Selling prices section on the Ledger tab of the Action → Stock items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

g)P3: This displays the Selling price 3 field of the Selling prices section on the Ledger tab of the Action → Stock items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

h)LP: This displays the Latest cost (last cost price) field of the Values section on the Ledger tab of the Action → Stock items  screen. The price is displayed as exclusive of tax (VAT/GST/Sales Tax) and the price is displayed as inclusive of tax (VAT/GST/Sales Tax) between brackets.

The following options is not available on the Stock lookup in when selecting stock items on Reports:

Stock group 2 - Created / added in Setup → Groups (Stock group 2) and linked to the stock item.

Multilang - Multi-language stock item descriptions.


Created with the Personal Edition of HelpNDoc: Free iPhone documentation generator