Stock Overview

This screen provides information about the stock that you can sell.

The top half of the screen (known as the form), shows the details for the stock that is selected in the table that is in the bottom half of the screen. In the middle of the screen is a filter. By right-clicking in the table, you open a context menu where you can do things with your stock. There is also the stock menu at the top (with all the normal menus), where you can do more things with your stock. You can activate the stock screen using CTRL+SHIFT+3.

The Form

Special things to note about the top half of the page:

Clicking on the product ID will take you to that product.
Clicking on the "reserved for sales order" link (if it is present) will take you to that sales order. This link will only be present if this stock item has been reserved for a sales order.
Clicking on the "purchase order" link (if it is present) will take you to that purchase order. This link will only be present if the stock item was bought as part of a purchase order.
Clicking on the "additional outgoing payment" link (if it is present) will take you to that additional outgoing payment (AOP). An AOP might exist if you added stock manually as opposed to through a purchase order. This happens if for example you obtain stock, but not from a supplier, for example you buy the stock at a fair. The AOP represents the amount you paid for this item.
If an item is reserved for a sales order or is part of a purchase order, that is indicated in the relevant field.

The Filter

In the middle of the screen is a filter. You can type search text there and it will limit what is shown in the table below. Click on the

icon for more information. The number in brackets, in the header cell of the ID column of the table indicates how many rows match the given filter. If the filter is empty, then this number is the total number of stock items that you have. If the cursor is in the filter, you can use the down arrow to move focus into the table.

The Table

Special things to note about the bottom half of the page:

The table has one row for each physical item of stock you have. One row does not simply represent the product, since there is no column showing the quantity! There are many good reasons for this, mainly because individual stock items can be reserved for sales orders in BookStore.

The table in the bottom half of the screen has the following columns:

ID - The Product ID, as used by the supplier
Title - The name or title of the product
Supplier - The name of the product's supplier
Sales Order ID (SO ID) - If this stock item is reserved for a sales order then this is the ID of it. Otherwise, this column is blank. To view the sales order, select the row, and click on the sales order link in the form.
RRP - Your recommended retail price, which is the price you are currently selling your stock for.

You can sort rows in the table by clicking on the header cell of the column you wish to sort by, for example to sort by "RRP", click on the column header in the table. To reverse sort, click the header again.

Selecting a stock item in the table shows you its details in the form.

The Context Menu

Right clicking on the table gives you a menu:

New... - Opens the New Stock Dialog allowing you to enter details of a new stock item.
Show Product - Activates the products screen and selects the product that relates to this stock item.
Lost/Stolen - Mark the stock item as lost or stolen. A dialog opens to gather extra information. The stock item is then removed from the table. Lost/Stolen stock is not used in calculating your accounts, other than to show you the total value of lost or stolen stock that you have.
Not for sale - Mark the stock item as not intended for sale. Some suppliers offer items like posters or beer mats which are ordered using purchase orders. When these items arrive you mark them as delivered in the purchasing screen. BookStore then moves them into stock. If you don't sell these items, you can then mark them as "not for sale". They are removed from the table and are not included in stock valuation (part of accounting).
Removed - Mark the stock item as not in stock, for some other reason. You will be prompted to give a reason, and the item will be removed from the table and no longer included in any accounting calculations.
Split - Sometimes a product actually consists of several products, and depending upon the conditions upon which you bought it, it may be split into these products for individual sale. Choosing this menu option will open a wizard where you can list the items that it comprises. The chosen stock item is then replaced with those selected in the dialog. Notes are appended to each stock item for information.
Stock Take - Opens a wizard allowing you to perform a stock take (inventory count / audit). Stock which is missing is then removed from the table and stock which is not in the table will be added to it.

Also see the stock menu for more help.