Stock detailed inquiry
Related topics
On this page, you can view stock levels and detailed stock information for a specific stock item, by site.
| User type |
Admin Manager Employee |
|---|---|
| Permissions | Read only: Admin, Manager, Employee |
| Prerequisites | |
| Restrictions | The information is display-only and cannot be modified. |
Inquire on a stock item
To inquire on a specific stock item or component, you need to filter by the relevant stock Item. If you have a significant number of lots of the item in stock, apply filters to refine your search results. You can filter for the item at a specific site or warehouse, by one or several quality control ratings, the lot or batch the item is stored in, and for a specific serial number. You can also remove all filters to display all available information for the stock item across all your storage sites.
The information is display-only and cannot be modified.
Line actions
Allocation information is only available if the Item is allocated or reserved; serial number information is only available if the Item is managed with serial numbers.
- Select the Serial number information icon to view the individual serial numbers in the lot or batch and which serial numbers are reserved for production or sales orders.
- Select the Allocations icon to view the individual order numbers that have stock allocated or reserved from the lot or batch for them and the quantity of the item that is allocated or reserved for the order.
Export
To export selected results, select the checkbox on the lines that you want to export and then select the Export icon that displays.
There are 2 export options: Excel or CSV. The default file name is Detailed stock.
After exporting the data, you can rename the file and edit the Excel spreadsheet or CSV file if needed before uploading to your accounting solution.
