This functionality is new as of version 4.1.
The ‘Inventory Stocking List’ report can be printed from these screens:
‘Inventory Stocking’ screen
‘Inventory Transfer Request’ screen → ‘Stocking’ tab
The Stocking Status must be ‘Stocking’.
The 'Inventory Stocking List' report can be used as a tool to aid in the Inventory Stocking Process.
If the name of the Inventory Location is changed at any time after a Pull was completed, the new name will appear on the 'Inventory Stocking List' report.
To Print the ‘Inventory Stocking List’ report:
Navigate to the 'Inventory Transfer Request' screen → 'Delivery' tab; OR,
Refer to Open Transfer Request.
Navigate to the ‘Inventory Stocking’ screen.
Refer to Open Stocking (Transfer Request).
Click the ‘Save’ button on the ‘Inventory Stocking’ screen.
If changes are made to the Inventory Stocking, they must be saved in order to appear on the report.
Click the ‘Print Stocking List’ button.
This button is available on the ‘Inventory Transfer Request’ screen → ‘Stocking’ tab only when the Stocking Status is ‘Stocking’.
The ‘Inventory Transfer Request Stocking List’ report can be sorted by sorting the Inventory Stocking Item list, on the ‘Inventory Stocking' screen, before printing. The list can be sored by the ‘Line.Seq’ or 'Product’ column.
The ‘Inventory Stocking List’ report dialog will open.
Refer to Report Dialog Functionality.
Report Dialog Functionality:
Button | Name | Description |
---|---|---|
Export to Excel | Opens the 'Save As' file dialog to save the report in .xlsx (Excel) format. | |
Menu | Opens/closes the left-side panel which displays the individual pages of the report. | |
Page | Displays the current page and totals pages. A specific page number can be entered to navigate to any page. | |
Zoom | Provides the ability to Zoom In and Zoom Out by clicking the plus or minus button, or entering a specific value from 33% to 100%. | |
Fit to Page | Zooms to a size necessary to display the entire report page within the report dialog. | |
Rotate | Rotates the page 90 degrees counterclockwise. | |
Download | Opens the 'Save As' file dialog to save the report in .pdf (Adobe) format. | |
Opens the 'Print' dialog. | ||
More Actions | Provides additional menu options:
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