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Article #102 Stock Orders - User Guide

Stock Orders

Supplemental User Guide

For a printable version of this guide, see the attached document at the bottom of this article, 'SolidStockOrders.pdf'.

TABLE OF CONTENTS

1Introduction..............................................................................................................1
2Mobile Unit Configuration..........................................................................................1
2.1Stock Orders Mobile Option................................................................................1
3Stock Orders.............................................................................................................2
3.1Creating a Stock Order......................................................................................2
3.1.1Ordering stock from various Cost Centers or Warehouses.....................2
3.1.2Scanning an Item from Inventory............................................................3
3.1.3Finding and Adding an Inventory Item....................................................3
3.1.4Searching for an Inventory Item.............................................................4
3.1.5Removing an Item...................................................................................4
3.2Saving a Stock Order.........................................................................................5
3.3Printing a Stock Order.......................................................................................5
3.4Pausing a Stock Order.......................................................................................5
3.5Cancelling a Stock Order...................................................................................5
3.6Reviewing & Re-printing Previously Saved Stock order......................................5
3.7Finalizing Stock Orders in Solid Business Central...............................................6

1 Introduction

Stock Orders can now be created using Solid Sales Pro or Solid Business Central. This allows you to create an open “stock request” using the new bill type ‘S – Stock Order’ under ‘Buying’ in Solid Business Central or by selecting the new menu path [Stock Operations / Stock Orders] in Solid Sales Pro. These open Stock Orders can then be re-opened, fulfilled and finalized as a Stock Transfer at Solid Business Central.

Additional fields have been added to the Solid Business Central menu path [Datafile / Cost Cntr / Mobile] screen to allow for the assignment of the Stock Orders feature independently for each mobile unit.

2 Mobile Unit Configuration

2.1 Stock Orders Mobile Option

Selecting menu path [Datafile / Cost Cntr / Mobile] will now provide you with a ‘Stk Ord:’ option. Setting this value to ‘Y-Yes’ will turn on the Stock Orders feature for that specific mobile unit. The default setting for this option is ‘N-No’.

Stock Order

Sync each mobile unit to which you have assigned the Stock Order option.

3 Stock Orders

Stock orders are a great way for you to request and order stock from the main Warehouse or any other Cost Center. To do this you must create a Stock Order from the Solid Sales Pro menu path [Stock Operations / Stock Order].

2000 Stock Operations

3.1 Creating a Stock Order

Tap on [Stock Order] from the ‘2400 Stock Orders’ screen to display the ‘2410 Create Stock Order’ screen.

2410 Create Stock Order

Tap on [Add & Remove Items] from the ‘2410 Create Stock Order’ screen to display the ‘2411 Selected Items’ screen. From here you can scan items, add items from the inventory list, delete items from the current order and view the details of each inventory item.

3.1.1 Ordering stock from various Cost Centers or Warehouses

By default, Stock Orders are created against the main administrative Cost Center or warehouse number 999. Operators who logon to Solid Sales Pro using the supervisory password, will be given an additional ‘Order from:’ option when accessing the ‘2410 Create Stock Order’ screen. This option allows the user to select the destination Cost Centre to order stock from. The list of available Cost Centres is supplied by the Administration system during the Solid MultiConnect session. Tap on the pull down menu indicator Stock Order Details and select the appropriate cost centre to request stock from.

3.1.2 Scanning an Item from Inventory

Scanning inventory items is the most efficient method of adding items to the current order.

While displaying the ‘2411 Selected Items’ screen, point the handheld computer device approximately 6 to 10 inches from the item bar code then depress and hold the scanner trigger. A short beep is sounded when a successful scan has been performed.

At this time the bar code will be registered into the ‘Scan Bar Code’ field and the ‘2414 Stock Order Detail’ screen is displayed.

2414 Stock Order Details

Enter the quantity to order using a positive quantity amount and, if required, enter an Item Note using the Graffiti pad or the on-screen keyboard. Scan the next item or tap [OK] to add the item and return to the ‘2411 Selected Items’ screen.

Repeat this procedure for each item you wish to add to the order then tap the [OK] button from the ‘2411 Selected Items’ screen to return to the ‘2410 Create Stock Order’ screen.

3.1.3 Finding and Adding an Inventory Item

Tapping on the [ADD] button from the ‘2411 Selected Items’ screen will bring you to the ‘2412 Add Items’ screen. On this screen you’ll be presented with a list box showing all inventory items downloaded from the Administration system.

From this screen you can navigate through the inventory list by:

  • using the up and down arrows on screen;
  • using the pull down alpha list located in the upper right hand corner of the current screen or;
  • using the search feature to locate a specific inventory item.

Once you locate the inventory record, tap the [OK] button to select the record and display the ‘2414 Stock Order Detail’ screen. Enter the quantity to order using a positive quantity amount and, if required, an Item Note using the Graffiti pad or the on-screen keyboard. Tap [OK] to add the item and return to the ‘2411 Selected Items’ screen.

Repeat this procedure for each inventory item you wish to add to the order transaction then tap the [OK] button on the ‘2411 Selected Items’ screen to return to the ‘2410 Create Stock Order’ screen.

3.1.4 Searching for an Inventory Item

By far, the Search function is the most effective way to locate inventory items.

By default, the cursor is positioned on the ‘Search For:’ field when you display the ‘2412 Add Items’ screen. Use the Graffiti pad to enter in the information to search for or tap once on the ‘Search for:’ field and use the On-screen Keyboard.

Note: This feature is not case sensitive so you can use upper or lower case letters as well as numbers.

As you write, the inventory list will be searched automatically and the closest matched record will be highlighted.

Once you have located the item you wish to add, tap [OK] to select the item and display the ‘2414 Stock Order Detail’ screen.

Enter the quantity to order and, if required, an item Note using the Graffiti pad or the on-screen keyboard. Tap [OK] to add the item and return to the ‘2411 Selected Items’ screen.

Repeat this procedure for each inventory item you wish to add to the order transaction then tap the [OK] button on the ‘2411 Selected Items’ screen to return to the ‘2410 Create Stock Order’ screen.

Inventory Item Details

The ‘2412 Add Items’ screen provides basic information about the inventory record. However, often it is required to look at the inventory record in more detail.

This can be accomplished by selecting an inventory record and tapping on the [DETAILS] button from the ‘2412 Add Items’ screen. This will display the ‘2413 Stock Detail’ screen. Information such as Part Number, Description, Bar Code, Pricing and Quantity In Stock can be viewed all on one screen.

Tapping on the [OK] button from the ‘2413 Stock Detail’ screen will select the currently displayed inventory record and display the ‘2414 Stock Order Detail’ screen. Enter the quantity to order using a positive quantity amount and, if required, an Item Note using the Graffiti pad or the on-screen keyboard. Tap [OK] to add the item and return to the ‘2411 Selected Items’ screen.

Tapping on the [CANCEL] button will take you back to the ‘2412 Add Items’ screen where you can choose another inventory record.

Selected Item Details

After you have added an inventory item to the selected items list, you may have cause to review or modify it.

By selecting an added item on the ‘2411 Selected Items’ screen then tapping on the [DETAILS] button, you will presented with the ‘2414 Stock Order Detail’ screen.

If necessary, use the Graffiti pad or the On-screen Keyboard to modify the quantity to order and/or Item Note. Tap on [OK] to save any changes and return to the ‘2411 Selected Items’ screen. Tap on [OK] on the ‘2411 Selected Items’ screen to return to the ‘2410 Create Stock Order’ screen.

3.1.5 Removing an Item

Items may only be removed prior to saving the Stock Order transaction. If you need to remove an item from the ‘2411 Selected Items’ list, tap on the item you wish to remove then tap on the [DEL] button to remove it from the list.

3.2 Saving a Stock Order

Once you’ve added all required items to the order, tap on the [Save & Print] button from the ‘2410 Create Stock Order’ screen to be able to save the order.

You’ll then be presented with the ‘2420 Print & Save Stock Order’ screen. Tap on the [Save] button to permanently save the order.

3.3 Printing a Stock Order

After the order has been successfully saved, you'll return to the ‘2420 Print & Save Stock Order’ screen. Tap on [Print] to print the Stock Order.

If you do not wish to print at this time tap on [Cancel] to return to the ‘2410 Create Stock Order’ screen.

3.4 Pausing a Stock Order

Until you finalize and save this order, you will be able to add or change items and quantities on it. On occasion, it may be necessary to pause a transaction in order to review other areas of the program prior to finalising the current order.

Tap the [PAUSE] button on the ‘2410 Create Stock Order’ screen to temporarily exit from the Create Stock Order area and retain all previously selected items in memory.

To restore a paused order, re-select the [Stock Order] button from the ‘2400 Stock Orders’ screen.

Tap on the [Add & Remove Items] to continue the order or tap on [Save & Print] to finalize the Stock Order.

3.5 Cancelling a Stock Order

You can only cancel a Stock Order prior to saving. Once a Stock Order has been saved, it can only be cancelled via the administrative Solid Business Central system.

Tap the [QUIT] button from the ‘2410 Create Stock Order’ screen and answer [OK] to the warning message “Stock Order not Saved. Do you wish to Cancel?”

3.6 Reviewing & Re-printing Previously Saved Stock Order

The length of period that Stock Orders will be available for reviewing or re-printing is determined by the frequency of connect sessions with the Administrative system. Once transferred to the administration system, Stock Orders can not be reviewed further with the Solid Sales Pro program.

Tapping on the [REVIEW/REPRINT] from the ‘2400 Stock Orders’ screen will display the ‘2430 Review & RePrint’ screen. This screen shows a list box with previously saved Stock Orders.

Tap on the Stock Order that you wish to review or re-print then tap either [Review] or [RePrint].

3.7 Finalizing Stock Orders in Solid Business Central

Once the Stock Order has been created and synced back to the administrative Solid Business Central system, it then becomes and internal transaction on which you will have the option to Cancel or finalize as a Stock Transfer. Only once the Stock Order has been finalized as a Stock Transfer will the quantity values requested be transferred to the Cost Center or Warehouse that originated the stock order. Administrative staff now have the opportunity to review, modify and finalize the stock transfer prior to shipping the stock to the originating Cost Center or warehouse.

To review, modify and finalize a Stock Order as a Stock Transfer:

  1. Start the Solid Business Central program.
  2. Select the [Buying] menu option.
  3. Enter ‘INTRNL’ for the Internal supplier account.
  4. Press [F2 – Open Tns] to review all open Stock Orders.
  5. Locate the Stock Order to finalize then press [Enter] to select it.
  6. Change the ‘Type’ value to ‘T – Stock Transfer’ to finalize the Stock Order as a Stock Transfer. You may also change the ‘Type’ value to ‘C - Cancel’ to cancel the order altogether.
  7. Tab down to the Item details area and modify any existing items and/or add new items to the Stock Order.
  8. Press [CTRL+END] to save and process the Stock Transfer transaction.

Last modified on Tuesday, 20 February 2018 10:24

Additional Info

  • Software Components: Solid Business Central, Solid Sales Pro
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