Stock Control

You can use the Stock Control module to help you do the following:

Managing Stores

You can use K2 to manage your stock stores.

Adding or Editing a Store

To add a new store:

Navigate to Stock Control > New Store.

Alternatively, search for and open an existing store.

The Store Editor screen is displayed.

Enter or edit the relevant details.

The fields on the Store Editor tab are described in the following table:

This field…	Holds this information...
Number	A unique reference number for the store. This field is mandatory.
Name	The name for the store. This field is mandatory.
Mobile	Whether the store is mobile (for example: a van).
Description	A description of the store.
Owner	The owner of the store, selected from the business unit list.
Location	The location of the call subject. This field is mandatory. Click the Location button to display the Select location window. Use the level selector to select the relevant room, floor, zone, building, site or business unit.

Click Save.

When you create a new store the following buttons are added to the Tasks panel:

Adding or Editing a Bin

You can add a bin to a Store Record.

To add or edit a bin:

Click the New Bin option in the Tasks panel.

Click the Bin(s) option in the Associated Items panel and then double-click an existing record to open it.

The Store Bin window is displayed.

Enter details of the bin store.

The fields on the Store Bin window are described in the following table:

This field…	Holds this information...
Bin Number	A unique reference number for the bin. This field is mandatory.
Bin Name	The name for the bin. This field is mandatory.
Description	The description of the bin.

Click OK.

Adding or Editing a Stocktake

The Stocktake Editor allows you to assess the amount of stock held.

To perform a new stocktake:

Navigate to Stock Control > New Stocktake.

Alternatively, New Stocktake is added to the Tasks tab when you create a new store.

The Stocktake Editor tab is displayed.

Enter or edit details of the stocktake.

The fields on the Stocktake Editor tab are described in the following table:

This field…	Holds this information...
Number	A unique reference number for the stock-take.
Status	The status of the stock. Choose from: Damaged In stock On order
Stocktake Date	The date of the stocktake.
Created Date	The date that the stocktake is created.
Created By	The user name of the creator.
Description	A description of the stocktake.
Store	The store associated with the stocktake. This field is mandatory.
Authorised	Whether the stock-take is authorised.
Authorised Date	The date of authorisation.
Authorised By	The authoriser of the stock-take.

Click Save.

Refer to Edit a Store to find out more about altering an existing store.

Managing Stock

You can use K2 to manage your stock.

Adding or Editing a Stock Code

The Stock Code Editor allows you to add a new stock code record.

To add a new store:

Navigate to Stock Control > New Stock Code.

Alternatively, search for and open the relevant stock code.

The Stock Code Editor tab is displayed.

Enter or edit the relevant details.

The fields on the Stock Code Editor tab are described in the following table:

This field…	Holds this information...
Number	A unique reference number for the stock code. This field is mandatory.
Name	The name for the stock code. This field is mandatory.
Price	The price per unit.
Unit	The type of unit the stock is measured in. These can be defined in Measurement Unit Types Reference Data (accessed by navigating to Functions > Core > Reference Data > Core).
Group	The stock code group. These can be defined in Stock Code Groups Reference Data (accessed by navigating to Stock Control > Stock Control).
Max Order Level	The maximum number of units of the stock that can be ordered.
Min Order Level	The minimum number of units of the stock that can be ordered.
Barcode	The bar code number associated with the stock code.
Description	The description of the stock code.
Consumable	Whether the stock is consumed as part of a job and not returned to stock.
Serialised	Whether the stock has a serial number.
Perishable	Whether the stock is perishable. This field is enabled by selecting the Serialised field.
Notify	The notification period before or after the stock perishes in days, weeks, months or years. This field is mandatory when the Perishable check box is selected.
Is Tool	Whether to stock code is considered a tool.

Click Save.

Adding or Editing Stock Items

Stock items can be added from a Stock Code record.

To add or edit a stock item:

Click the New Stock Item option in the Tasks panel.

Alternatively, click the Inventory option in the Associated Items panel, and then double-click an existing record to open it.

The Stock Item Edit window is displayed.

Enter details of the stock.

The fields on the Stock Item Edit window are described in the following table:

This field…	Holds this information...
Description	The description of the item.
Comments	Comments about the item.
Store	The store that the item is associated with. This field is mandatory. Refer to Adding or Editing a Store for further information on adding stores.
Bin	The name for the bin, associated with the chosen store. This field is mandatory. Refer to Adding or Editing a Bin for further information on adding bins.
Unit Cost	The cost per unit.
Quantity	The quantity of the unit.
Value	The value of the unit.

Click OK.

The Inventory tab is displayed.

Stock Adjustment

Stock adjustments can be added tab from a Stock Code record.

To create a new stock adjustment:

Click the New Stock Adjustment option in the Tasks panel.

The Stock Adjustment Edit window is displayed.

Enter details of the stock.

The fields on the Stock Adjustment Edit window are described in the following table:

This field…

Holds this information...

Stock Item

The stock item. This field is mandatory.

Refer to Adding or Editing Stock Items for information on adding stock items.

Reason

The reason for the stock adjustment. This field is mandatory.

These can be defined in Stock Adjustment Reason Reference data (accessed by navigating to Stock Control > Stock Control).

New Quantity

The adjusted amount of stock. The quantity cannot be greater than the amount specified in the stock item quantity.

Click OK.

The Stock Adjustment screen is displayed.

Assign Stock to a Location

You can assign stock to a location from a Stock Code record.

To add or edit a supplier link:

Click the Stock Location option in the Tasks panel.

The Stock Location window is displayed.

Enter details of the stock location.

The fields on the Stock Location window are described in the following table:

This field…	Holds this information...
Location	The location of the stock. This field is mandatory. Click the Location button to display the Select location window. Use the level selector to select the relevant room, floor, zone, building, site or business unit.
Store	The store location.
Min. Level	The minimum amount of stock.
Max. Level	The maximum amount of stock.

Click OK.

The Stock Locations tab is displayed.

Link a Supplier to a Stock Code

You can link a supplier to a Stock Code record.

To add or edit a supplier link:

Click the New Supplier Link option or search for and open the relevant stock code.

Alternatively, click the Supplier(s) option in the Associated Items panel and then double-click an existing record to open it.

The Stock Item Supplier Link Editor window is displayed.

Enter or edit the relevant details.

The fields on the Stock Item Supplier Link Editor window are described in the following table:

This field…	Holds this information...
Supplier	The name of the supplier. Suppliers are defined in the Agency Editor (accessed by navigating to Functions > Core > New Agency). Refer to Adding or Editing an Agency for more information.
Is Preferred Supplier	Whether the supplier is a preferred supplier.
Lead Time	The lead time for the order in hours, days, weeks, months or years. This field is mandatory.
Minimum Order Quantity	The minimum number of items that can be ordered.
Unit Price	The price per unit.
Supplier Item Code	The supplier's item code.
Delivery Charges	The delivery charge.
Comments	Comments about the supplier link.
Last Update User	The user that last updated the item.
Last Update Date	The date that the item was last updated.

Click OK.

The Suppliers tab is displayed.

Click Edit Supplier to open the Agency Editor, where you can edit the information stored about the supplier. Refer to Adding or Editing an Agency for more information.

Transfer Stock

You can transfer stock between stores from a Stock Code record.

To transfer stock between stores:

Click the Transfer Stock button in the Tasks panel.

The Stock Transfer window is displayed.

Enter details of the stock transfer.

The fields on the Stock Transfer window are described in the following table:

This field…	Holds this information...
Item	The item being transferred.
Store	The Store where the item is currently located. This field is mandatory.
Bin	The Bin where the item is currently located. This field is mandatory.
Quantity	The quantity of stock items transferred.
Current Stock Level	The stock level of the current store before transfer.
Balance after Transfer	The balance of stock in the current location after transfer.
Store	The Store where the item is to be transferred. This field is mandatory.
Bin	The Bin where the item is to be transferred. This field is mandatory.
Current Stock Level	The stock level of the destination store after transfer.
Balance after Transfer	The balance of stock in the destination location after transfer.

Click the Transfer button.

The stock is transferred between locations.

Manage Stock Requests

The Stock Request allows you to address stock requests and allocate stock to a job.

To add a stock request:

Navigate to Stock Control > Stock Requests.

The Stock Request screen is displayed.

Double-click the relevant record.

The Stock Request window is displayed.

The fields on the Stock Request window are described in the following table:

This field…	Holds this information...
Job Number	The job number.
Job Description	The description of the job.
Stock Code	The stock code.
Stock Description	The description of the stock.
Quantity Requested	The quantity of stock requested.
Quantity Allocated	The quantity of stock allocated.
Completed	Whether the stock request is completed.
Requested By	The contact making the request.
Requested Date	The requested date.

Enter the amount of stock requested into the Quantity Allocated field in the Allocate Stock section. Alternatively,
Select the Auto Allocate button.
Click OK.
Click Save.

Managing Stores

Managing Stock

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