The stock module holds a list of products that you keep in stock and allows them to be picked from a location, instead of raised as a new purchase order. When you use the Stock Control system in EQ Professional you can keep track of your products, their quantities and their locations. This can help with stock movement and stock takes, as well as allowing you to make use of an easy stock re-ordering screen.
If you use products that are not available in the standard catalogues you can use stock with My Catalogue products too. Stock Control requires EQ Professional.
To correctly use stock control you need to be using EQ's features to create picking lists (at the point of purchase ordering) and using advanced delivery notes.
To access stock, click Stock Control from the top toolbar:
This article covers:
Watch a short overview of the stock control system:
• Use Find to jump straight to a product code.
• Use Filter to narrow the list down. Set your criteria and click the Filter List button.
List tab
The list tab is the main list of products currently in stock. An item has to be added to appear as a stocked product.
Add
Click to add a new stock record. You need to do this to add any new products into the stock list.
Delete
Click to permanently delete the stock record if it is no longer required. Otherwise you should "Book out" the product.
Book In
Click to book in, and add a quantity (and reference) to an existing stock item.
Book Out
Click to book out, and decrease quantity of an existing stock item.
Stock Take
When performing your stock take click the button to enter your actual stock figures and the screen shows any adjustment to the actual figures.
Export to Excel (or CSV)
Click to export all stock records with details to an Excel spreadsheet. The spreadsheet will open immediately for you to save. By default exporting to Excel requires MS Excel to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See System Config > Project Tabs > tick 'Use CSV format for all Excel exports'
Click the print button on the top toolbar to print a stock list.
Orphaned Stock Records
When loading or removing catalogues, EQ will prompt if you have removed products that have stock records for.
You are given the option of having the removed products created within My Catalogue. You are presented with a tick box per product.
If you click Create in My Catalogue, the products are created in My Catalogue and it copies the detail of stock and changes your stock record to link to this new My Catalogue product.
The products are created within a sub-catalogue of My Catalogue called "Orphaned Stock Records". You can therefore continue to add the product code to a quote as normal and use the picking lists to use the remainder of your stock.