Stores directory

Stores directory

The Stores directory is used to manage stores.

Location of the directory: StoreDirectoriesStores.

Figure 7.351. Stores directory window


Data grid columns:

  • Name indicates the name of the store.

  • Description is a brief description of the store.

  • Stock monitoring indicates whether or not stock levels on stores will be monitored.

    This parameter prevents on-hand stock levels from becoming negative.

    If stock monitoring is not set up, this field is empty.

    If stock monitoring is set up, Yes will be displayed in the corresponding column. The status of the stock item cost price recalculation will appear in brackets:

    • Running – recalculation of the stock item cost prices is in progress.

    • OK – operation has been completed successfully.

    • Execution error – calculation of the cost price failed because of an error.

  • Security level is the security level assigned to the store to determine which users have access to information about store operations.

  • Location is the physical location of the store.

  • Document prefix is a code that is automatically added to reference numbers of documents relating to the store.

  • Store group is the name of the store group to which the store belongs.

  • Status (store) is the status of stock monitoring for the store.

    The status field can have a value of Running, OK or Execution error.

  • Sales record processing is the name of the segment in which the sales records created in the store are processed.

  • Current on hand processing is the name of the segment in which current on hand levels are processed.

  • Automatic substitution in sales records indicates whether the missing stock items can be substituted in sales record specifications.

  • System is a tag identifying system objects.

The context menu of the directory contains the following commands:

  • Add (Ins) – adds a new store.

  • Edit (F2) – edits attributes of store.

  • Delete (Del) – deletes stores to the Recycle bin.

  • Stock-in records – opens a list of stock-in records.

  • Return delivery notes – opens a list of return delivery notes.

  • Stock-out records – opens a list of stock-out records.

  • Stock movement to store records – opens a list of stock movement records by recipient store.

  • Stock movement from store records – opens a list of stock movement records by sending store.

  • Production records – opens a list of production records.

  • Butchering records – opens a list of butchering records.

  • Stock adjustment records – opens a list of stock adjustment records.

  • Sales records – opens a list of sales records.

  • Stocktaking records – opens a list of stocktaking records.

  • Development records – opens a list of development records.

  • Stock on hand – displays stock on hand for the selected stores.

  • Current on hand – displays current on hand stock for the selected stores.

    This command is only available for stores that are configured for current on hand processing (the Current on hand processing column contains segment names).

  • Export – menu with the commands to export files into an external file or update package.

  • Clipboard – menu with the commands to operate the clipboard.

  • Print (Ctrl+P) – generates print layouts.

  • Summary functions – menu with the commands to manage the summary functions of the data grid.

  • Additional functions – menu with the commands to operate the data grid.

To add one or more new stores, use the New store and New stores entry windows. To edit attributes of one or more stores, use the Store and Stores editor windows.

A confirm deletion prompt appears when you delete stores from the Stores directory.

The Select store window is used to select a store.