The Stock list page will display a grid of all Stock which can be sorted by selecting the heading of the column you choose to sort by.
The Create Stock button at the top-right of the Stock List view brings you to a new page where you can populate information for the new stock and save it to the Stock List. Clicking the three dots next to this button will display more options.
- Stock Categories – this opens the modal shown in the example below where you can edit, delete and add Stock Categories
- Stock Audit Trail – opens a modal containing an the Audit Trail of the stock. This can also be exported to excel sheet by selecting Export to Excel at the top right of this window.
- Excel Export – will export the Stock List to an excel sheet.
The Stock List shows the stock levels (calculated from stock stored in storage areas) and re-order levels. You can edit the stock levels within the Stock list by clicking the pencil icon next to the stock level number.
This brings you to the Stock Levels tab of the Stock information page. This page shows a list of this particular stock held in different storage areas, and assets for this stock.
To add new stock levels, click on the Add Stock Level at the top-left of the grid. This will prompt a pop-up where you can select the storage area you wish to add stock levels to.
Or Change Stock Level based on Resource/Site/Asset by selecting the same pencil icon on the Stock Details -> Stock Levels. The following modal will appear where you can make the changes.
Stock can also be uploaded from the Upload Centre.
