Use the warehouse stock views to read quantities by shipment or by product, then adjust the columns and filters shown in the list.
Stock views for warehouse work
Stock views are reference lists for checking inventory after warehouse receiving and inspection work. Stock By Shipment groups the view around incoming shipment information; Stock By Products groups it around products.
| If you need to… | Go to |
|---|---|
| Read quantities, locations, and stages tied to incoming stock | Stock By Shipment |
| Read stock grouped by product | Stock By Products |
| Review receiving work before checking stock | Goods receipt notes |
| Review inspection work before checking stock | Incoming inspection notes |
| Follow the wider warehouse sequence | Warehouse fulfillment flow |
The warehouse list also includes Receiving, Stock By Shipment, and Stock By Products.
Before you start
Prerequisites
- Have access to the Warehouse list.
- Have a saved list layout available for the view.
- Know whether you need shipment-oriented or product-oriented stock information.
The list controls appear only when the relevant subscription and list settings allow them. The grid appears after its list layout is available.
[!NOTE] Your saved layout determines which headers you see. Read the headers currently displayed rather than relying on a fixed column order.
Find a stock view
Open a stock reference list from the Warehouse tabs.
Prerequisites
- You can access the Warehouse list.
Steps
-
Open the Warehouse list.
-
Select one option from the table.
If you need to… Select or open Check stock connected to incoming shipments Stock By Shipment Check stock grouped by product Stock By Products
Result: The selected list opens with its active tab and the headers provided by its saved layout.
Compare the two stock views
Stock By Shipment is the list for reading each stock row against its shipment-related information. Its displayed headers are grouped below.
| Stock detail | Headers |
|---|---|
| Product and quantity | Product, Description, Qty, Qty (available), Unit |
| Placement | Area, Location |
| Inspection and status | Inspection no., GRN, Stage |
Stock By Products is the product-oriented list. Use the headers shown in that list because the saved layout controls which product columns appear.
The list toolbar shows Refresh, Table Layout, and Settings.
Adjust the displayed view
Use this read-only procedure to inspect the available layout and list settings without changing a saved layout or applying a filter.
Prerequisites
- Open either stock list.
- Confirm that Table Layout or Settings is visible in the toolbar.
Steps
-
Select Table Layout.
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Read the available layout choices.
If you need to… Select or read Identify the current standard choice Standard LayoutStart a new layout Save New Layout Enter the name for a new layout Layout name Change the current saved layout Update Current Remove the current saved layout Delete Current Review column choices Columns Chooser Expand columns to fit their contents Expand column width The layout menu also provides the controls for creating or removing a saved layout. Save New Layout opens the layout-name form. Save stores the new layout. Cancel closes the form. Delete Current opens the delete-layout submenu. Delete removes the selected layout. Cancel closes the submenu.
-
Select Settings.
-
Read the available list settings.
If you need to… Select or read Open export options Export Show the grid filter row Filter Row Show the grid group panel Group Panel
Result: The selected menu is open and its available view options are visible. The headers in the grid continue to follow the saved layout.
When a view or control is unavailable
Use the table below when a list opens with fewer controls or different headers.
| What you see | What it means | What to do |
|---|---|---|
| The grid has no fixed set of headers | The displayed columns come from the saved list layout. | Work from the headers currently shown in the grid. |
| The search panel is not shown | Search is not available through the list's search panel. | Use the headers and list controls that are visible. |
| The grid's column chooser is unavailable | The grid-level column chooser is disabled, although the layout menu can show Columns Chooser. | Use the saved layout that is already active. |
| Import is unavailable | Import is not an available list action. | Use the list for reference. |
| A product row has no edit link | The product list does not provide an active edit link in its action column. | Use the stock view for reference. |
When a layout operation reports a message, match the exact text below to the operation you were using:
| Operation or condition | Message |
|---|---|
| Loading list layouts | Couldnt Load Table Layouts |
| Entering a layout name already in use | Duplicate Layout Name |
| Saving a new layout | Layout saved Successfully |
| Updating a saved layout | Error Saving Layout |
| Trying to change the standard layout | You can't change the standard layout.. please, create new layout |
| Trying to modify the default layout | Default Layout Cannot be modified |
| Trying to delete the default layout | Default Layout Cannot be deleted |
| Deleting a saved layout | Data Deleted Successfully |
| Deleting a layout when the delete operation fails | Error Deleting the Layout |
| Loading the default layout | Couldnt Load Default Layout |
| Saving a new layout when its save error path reports a failure | Error Saving Layout |
| Setting the current layout when its error path reports a failure | Error setting current layout |
Know what to do next
The stock lists are reference surfaces. Continue with the page that owns the next warehouse task:
- Goods receipt notes for receiving work.
- Incoming inspection notes for inspection work.
- Goods issue notes for issuing goods.
- Delivery notes for delivery work.
- Upcoming stock for stock that is still upcoming.
- Personalizing your workspace for broader workspace layout choices.
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