Use Stocking to create and save a stock product record in the Warehouse application. Warehouse and inventory users use this workspace when they need to record a product-related entry, add a note, and include supporting files. Save the record when it is ready to remain open for further work, or save and close it when the entry is complete.
Workflow
Open the Warehouse application and select Stock Product to start a new stocking record.
Stocking
Decide whether the record requires product, ticket, note, or file information before saving.
Select Product when you need to work with product information.
Select Tickets when the stocking record is associated with tickets.
Enter any relevant details in Note.
To include supporting documentation, select Attach or drag the file to Drop a file here.
If a confirmation window is displayed after one of these actions, select Ok to confirm.
Tip: Add a clear note that identifies the purpose of the stocking record, especially when attaching supporting files.
Decide whether to continue working on the record or finish it.
Select Save to retain the entered information and keep the record open for further review or additions.
Select Save and Close to retain the entered information and leave the record.
Note: Attach files before saving when they form part of the record’s supporting documentation.
Examples
A warehouse user needs to create a stocking record for a replacement pump received for internal stock.
In Warehouse, the user selects Stock Product.
The user selects Product and works with the relevant pump product entry.
In Note, the user enters: “Replacement pump for warehouse stock; delivery documentation attached.”
The user selects Attach and adds the supplier delivery document. If prompted, the user selects Ok.
Because the record is complete, the user selects Save and Close.
The stocking record is saved with its note and attached documentation.
Tips
Tip: Use Save when you expect to add more information, such as a further note or attachment.
Warning: Select Save and Close only after confirming that the note and required attachments have been added.
Troubleshooting
Symptom: The supporting document is not included in the record. Likely cause: The file was not added through Attach or Drop a file here before saving. Fix: Add the file, confirm with Ok if prompted, and then select Save.
Symptom: The record remains open after saving. Likely cause:Save was selected instead of Save and Close. Fix: Select Save and Close when you have finished the record.
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