![]() The Stocks window can be used for a number of different operations - entering stocks, purchases, credits, transfers etc., changing cost and selling prices, changing product descriptions and sizes. However, those operations should normally be done in the forms tailored specifically for them and the Stocks window is generally used as a viewer/checker to see that all is OK - stock wise. The majority of the columns on this form are described in Setup/Products. The column of ticks, headed ‘L’, indicates whether a product is Live. You should set the Live box so that products are output to the handheld computer or count sheet. When using a count sheet, it will ensure that the order of products on the count sheet matches precisely the order of the products on this screen. Entry of deliveries and closing stocks will then be quick and reliable. By default, the Stocks window opens displaying only the live products. To show all products, click on the Show All button. Irrespective of the tick status, a product's stock levels will always be calculated and included in the stock result. To change the live status of a product, click on the box with the mouse and this will toggle the tick. You can set all products live from the Options list or by pressing Control-F11. You can also unset them by pressing Control-F12. This will only un-tick inactive products (products that have no stocks or deliveries, etc). There are different ways to find a product, instead of just scrolling through the list. Further down, the search options are described but the easiest way is to use the filter. Press the F3 function button and the cursor will move into the filter box at the top-left. Now type in part of a product description, and the list will be filtered to show only the products that match the filter. Press F3 again to remove the filter. The Down after Enter button makes for easy use of a numeric keypad. Whilst you can use the down-arrow key to move down to the next product, it is often easier to press Enter. Click on the button to change mode and click on it again to change back to move across after pressing the Enter key.
If your outlet is multi-bar, at the top of the screen there will be a list of bars to choose from. The columns will change to show the relevant figures for the selected bar. Also, if the cellar is selected, there will be a breakages column.
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The New Product button allows you to create a new product.
The Import Product button allows you to copy a product from another outlet.
Additional Closing Stocks allows you to enter stock for a product which will be added to the stock that has already been entered.
![]() Or, with the Control key still down, click on another product description to show its activity report.
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![]() Zero Cost Prices This will set the cost prices for all products to zero. It can typically be used after creating a new outlet and the cost prices are still set to those used by the old outlet. You will be prompted to confirm before continuing. Zero Selling Prices This will set the selling prices for all products to zero. It can typically be used after creating a new outlet and the cost prices are still set to those used by the old outlet. You will be prompted to confirm before continuing.
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Cellar Report This report lists all products in the Cellar which have an expected closing stock of zero, i.e. it is likely that more stock should be ordered.
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Suppliers by Product Report Click on the product you wish to examine and then select the option. A notepad window will be displayed as shown on the right. It shows a list of the suppliers which provide the product and at what cost price.
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Quick Result You will be warned if there are any products with zero cost or selling prices. A notepad window will be displayed as shown on the right.
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Product Activity report Click on the product you want a report for and then select the option. A notepad window will be displayed showing relevant information about the product.
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Section Hash Count report This can be used to verify that the quantities of purchases and closing stocks that have been typed in matches the manually added totals on the count sheet. A notepad window will be displayed as shown on the right.
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Find a Product
You will be prompted to type in the characters or numbers you wish to find. Type them in and press Enter. If the product found is not the one you want, you can find the next occurrence of the characters by selecting Find Next or pressing Control-F9. You will not be prompted for the characters and the next product found will be highlighted.
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Set All Products Live You will be warned and prompted to confirm that this is what you want to do.
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Set All Products Not Live You will be warned and prompted to confirm that this is what you want to do.
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Set Active Products Live This option will look at each product and check whether it has an opening stock, purchases, credits, transfers or closing stock. If so, it will be set as live. You will be warned and prompted to confirm that this is what you want to do.
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Set Inactive Products Not Live This option will look at each product and check whether it has an opening stock, purchases, credits, transfers or closing stock. If none, it will be un-ticked. You will be warned and prompted to confirm that this is what you want to do.
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Check with Last Audit This option compares the products in this audit with those in the last audit and highlights inconsistencies. A notepad window will be displayed as shown on the right.
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Display External Products You will need to select the outlet whose products you want to display. A search-screen window will be displayed as shown on the right.
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Closing Stocks Report A window will be displayed showing a list of products, together with the closing stock quantity.
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Period Product Activity This is similar to the Product Activity Report, as described above. You will be prompted to enter the number of audits that you would like the report to cover.
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Zero Selling Prices of inactive products This will change the selling price to zero for all of the products in the current audit which have no activity, i.e. opening stock, deliveries, etc.
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