Reviewing your stock information

The following tools help you review your stock information.

Tool	Description	See
To Do List	Displays an alert for items that need to be purchased or built.	below
Analyse Stock	Gives you a list of your items showing, for each one, the number on hand, the number committed and the number on order. If you use multiple locations for stock items, you can group the items by number or location.	below
Stock reports	Stock reports help you keep track of your item quantities and value.	below
View history	You can view the sales and purchase transaction histories of an item or supplier for seven years.	below
Find Transactions	Find Transactions helps you find stock transactions.	Finding a transaction
Items Register	Gives you a list of your stock transfers, adjustments, sales and purchases for all items, or it can be filtered to show the history of a single item.	Finding a transaction
Transaction Journal	Lists journal entries of your stock transactions.	Finding a transaction

To view a list of items that need to be built or purchased

The Stock Alert view of the To Do List displays all items that need to be built or purchased to fulfil customer orders.

In this window, you can:

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automatically record a transaction for the items that you need to buy or build

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change the details of an order or auto-build transaction.

Click To Do List from any command centre. The To Do List window appears.

Click the Stock Alert tab. A list of all items that need to be ordered or built appears. The On Hand column shows the quantity of each item actually on hand. The On Order column shows the quantity of each item already on order. The Committed column shows the quantity of an item on backorder for customers.

If you want to:

automatically order or build items, click the select column (

) next to each item you want to build or order and then click Order/Build. A date window appears with the current date displayed. If you want to, enter a different date and click OK.

An order will automatically be created for the items that need to be purchased. The restocking information entered in the Buying Details tab view of the Item Information window is used to determine the supplier and quantity to order or the items to build.

change the details of an order or auto-build transaction, click the Order or Build zoom arrow (

) next to the item. Complete the transaction in the window that appears.

To analyse stock

The Analyse Stock window gives you detailed information about how much stock you have on hand, what is committed, what is on order, and what is available.

This analysis is based on all the sales and purchases recorded in your company file.

Go to the Stock Control command centre and click Analysis. The Analyse Stock window appears.

Display the required view of the Analyse Stock window. The Summary view displays all stock items, while the Item Number view displays all the customer and supplier orders for a selected item.

[ AccountEdge Plus only] If you use multiple locations to store your stocked items, the Group by Item view displays all stocked items grouped by the item number. The Group by Location view displays all stocked items grouped by location, while the Item Number view displays all the customer and supplier orders for a selected item.

To view stock reports

There are several reports that you can generate to keep track of your stock. The following is a list of some of them. For information on finding, customising and printing reports, see Reports.

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Analyse Stock Summary report. The summary and detailed versions of this report serve as your order book. You can view a list of all your sales orders and purchase orders for all or selected items.

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Items List Summary report. This report shows information about your items, including their on-hand quantities and total value. The Items List Summary report also shows an item’s current average cost price, which is important to know when making stock adjustments. You can use this report to compare your total stock value to the total of your stock asset accounts.

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Price Summary report. This report lists your item prices and is useful for sending to your customers. You could also convert this report to HTML and post your price list on an intranet or Internet site.

To view sales and purchases history for an item

Go to the Stock Control command centre and click Items List. The Items List window appears.

Click the zoom arrow (

) next to the item you want to view. The Item Information window appears.

Click the History tab. The History view displays the purchase and sales history for the item for seven years: five past years, the current year and the next year.