Applications › Warehouse › List
Overview
Use Stock (By Product) to review warehouse stock by product. This list is useful for warehouse and inventory managers who need to compare available and committed stock, review the latest supplier, and focus on products in a particular warehouse. Use search, filters, and saved layouts to present the stock information needed for daily operational decisions.
Workflow
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Open the stock-by-product list.
From the main navigation, select Warehouse, then select Stock (By Product).
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Decide which products to review.
Enter a product name, warehouse name, or other relevant value in Search, then select Apply filter to refresh the displayed stock list. Review the available columns, including Warehouse, Product, Latest Supplier, Stock Available, and Stock Committed.
Tip: Apply a filter before exporting or saving a layout so that the list focuses on the products relevant to the current review.
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Decide whether the standard column arrangement is sufficient.
Select Standard Layout to use the default list arrangement. If you need different information in the list, select Columns Chooser and choose the columns required for your review.
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Decide whether to save the arrangement for later use.
To create a reusable arrangement, select Add Layout, enter a value in Layout name, and select Save. To change the currently selected saved arrangement, select Update Current after adjusting the columns or filters.
If a saved arrangement is no longer required, select Delete Current.
Note: Use clear layout names that identify the purpose of the view, such as “Available Stock Review” or “Committed Stock Check.”
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Export the displayed result when you need to share or analyse it outside the list.
Confirm that the required filter and layout are active, then select Export.
Examples
A warehouse manager needs to review stock for Groove Nut at the 6Th Of October warehouse before checking an upcoming requirement.
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Open Warehouse > Stock (By Product).
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In Search, enter
Groove Nutand select Apply filter. -
Review the matching product row for the 6Th Of October warehouse. Check Stock Available and Stock Committed alongside the product and supplier information.
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Select Columns Chooser if additional displayed columns are needed for the review.
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Select Add Layout, enter
Groove Nut Stock Reviewin Layout name, and select Save to retain the chosen arrangement. -
Select Export to create an export of the filtered stock list for further review.
Tips
Tip: Use Standard Layout when you want to return to the default list arrangement after working with a custom layout.
Note: Select Update Current only when you intend to replace the current saved layout with your latest column or filter changes.
Warning: Select Delete Current only when the currently selected saved layout is no longer needed.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The list does not show the products you expected. | The search criteria has not been applied or is too restrictive. | Review the value in Search and select Apply filter again. |
| A required stock field is not visible. | The current layout does not include the required column. | Select Columns Chooser and adjust the displayed columns. |
| Changes to a saved layout are not retained. | The updated arrangement has not been saved to the current layout. | Select Update Current after making the required changes. |
| The export contains more records than required. | The list was exported before the intended filter was applied. | Enter the required criteria in Search, select Apply filter, and then select Export. |
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