# Stock

_Applications › Sales_

![Stock](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/d58ecaaea9207a98d133f8488d4d4f50.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A32.63%2C%22y%22%3A48.84%2C%22w%22%3A16.6%2C%22h%22%3A4.55%2C%22label%22%3A%221%20%20Login%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A1%2C%22x%22%3A40.93%2C%22y%22%3A51.12%7D%5D%7D)
*Stock*

![Login](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3cde6dd0aff1f8bd79080d941a1851fc.png)

## Overview

Use Stock to review product stock by Warehouse. Sales representatives, account managers, project managers, purchasing officers, warehouse managers, and finance users can consult this view when they need to assess product availability before progressing a sales, purchasing, or project-related decision.

The Stock (By Product) view presents stock records with columns including Warehouse, Product, Latest Supplier, Stock, Available Stock, and Committed Stock. Use it when you need a current product-level view rather than a quotation, Direct order, Buyout, or Job Profitability record.

## Settings

Before reviewing stock, set up a layout that shows the columns your role requires. Layout settings control how the Stock list is displayed; they do not change the underlying stock records.

1. Open **Sales**, then select **Stock (By Product)** to open the Stock list.

   ![Stock](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/84964a5248c51af231afe4abd98c765e.png)
*Stock*

2. Decide whether to use an existing layout or create one for your work:
   - Select **Layout (icn icn-layoout)** to access layout options.
   - Select **Add Layout** to create a new layout.
   - Enter a value in **Layout name** to identify the layout.
   - Select **Columns Chooser** to choose the columns displayed in the list.
   - Select **Save** to retain the new layout, or select **Cancel** to discard it.

3. When working with an existing layout, make your decision before saving:
   - Select **Update Current** to save changes to the current layout.
   - Select **Delete Current** if the current layout is no longer required.
   - Use **Delete** only when you intend to remove the selected item from the layout action.

> **Tip:** Create a layout that keeps Warehouse, Product, Stock, Available Stock, and Committed Stock visible when you regularly check availability for sales or project requirements.

> **Warning:** Deleting a current layout removes the layout selection. Confirm that you no longer need the layout before selecting **Delete Current**.

## Workflow

1. Sign in when the system displays the login fields. Enter your credentials in **Enter User Name** and **Enter Password**, then select **Login**.

2. Open the stock list from the Sales application. Select **Sales**, then select **Stock (By Product)**.

3. Review the list at the decision point: *Do you need to find a particular product or warehouse?*
   - To review all displayed records, read the Warehouse and Product columns and compare the displayed stock-related quantities.
   - To find a specific item, enter a search term in **Search box**.
   - To narrow the displayed list, select **Filter (icn-filter)** and apply the available filtering options.
   - Select **Previous Page** when you need to return to the preceding page of results.

4. Assess the displayed stock record before making a sales, purchasing, Warehouse, or PM decision:
   - Use **Warehouse** to identify the stock location.
   - Use **Product** to identify the item being reviewed.
   - Review **Latest Supplier** where supplier information is displayed.
   - Review **Stock**, **Available Stock**, and **Committed Stock** as the stock quantities shown for the product.
   - If the product or Warehouse is not the one required, return to **Search box** or **Filter (icn-filter)** and revise the list criteria.

5. Decide whether the current display is suitable for ongoing use:
   - If the displayed columns support your review, continue using the current layout.
   - If you need different columns, select **Columns Chooser**, make the required selection, and select **Update Current** to keep the changes to the active layout.
   - If the change is only for a different type of review, select **Add Layout**, provide a **Layout name**, and select **Save**.

6. Refresh the review when you need the current displayed information. Select **Update (icn-update)**, then reassess the values in the Stock list.

> **Note:** Stock is a review view. The available controls support searching, filtering, updating, and configuring the list layout; no stock adjustment, reservation, receipt, delivery, or transfer action is provided on this screen.

## Examples

A sales representative needs to check whether Corrosion Inhibitor Base Plat is available in the 6th Of October Warehouse before discussing a customer requirement.

1. The sales representative selects **Sales**, then opens **Stock (By Product)**.

2. In **Search box**, the representative searches for `Corrosion Inhibitor Base Plat`.

3. The representative reviews the matching record and confirms the relevant **Warehouse** is `6Th Of October`.

4. The representative compares the values displayed under **Stock**, **Available Stock**, and **Committed Stock**. The representative uses the available quantity shown in the list as the value to consider for the sales discussion and also checks the committed quantity before making a commitment.

5. The representative needs a clearer view of the stock values for future checks. The representative selects **Layout (icn icn-layoout)**, selects **Add Layout**, enters `Sales Stock Review` in **Layout name**, selects **Columns Chooser**, and retains the Warehouse, Product, Stock, Available Stock, and Committed Stock columns.

6. The representative selects **Save**. For later reviews, the representative can use the saved layout and select **Update (icn-update)** before relying on the displayed figures.

## Tips

> **Tip:** Search by a distinctive product name or Warehouse name to reduce the number of records you need to review.

> **Note:** Check both Available Stock and Committed Stock when evaluating a product for a customer requirement. These are separate values in the Stock list and should be reviewed together.

> **Warning:** Do not assume that a product shown in Stock is available for a new requirement without checking its Warehouse and the displayed available and committed quantities.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The required product is not visible in the Stock list. | The current list contains many records or a filter is limiting the display. | Enter the product name in **Search box**. If necessary, select **Filter (icn-filter)** and revise the active filter. |
| The columns needed for the review are not displayed. | The active layout does not include the required columns. | Select **Layout (icn icn-layoout)**, use **Columns Chooser**, then select **Update Current** or create a separate layout with **Add Layout**. |
| The displayed list does not appear current. | The list has not been refreshed during the review. | Select **Update (icn-update)** and review the refreshed values. |
| A layout change was made but is no longer wanted. | The current layout was modified without saving a separate version. | Use **Cancel** before saving changes. If a different layout is needed, use **Add Layout** and save it with a distinct **Layout name**. |

## Related pages

- [NewInstantJob](doc:sales-list-newinstantjob)
- [Sales — Overview](doc:sales-overview)
- [Sales — Learning Path](doc:workflows-sales-2)
- [sales](doc:sales-guide-2)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales Jobs](doc:sales-jobs-guide)
- [buyouts](doc:buyouts-sales)
- [List](doc:sales-buyouts-list-view)
- [Letters Of Guaranties](doc:sales-letters-of-guaranties-new)
- [L/Gs](doc:lgs)