10.2 Searching for a stock limit

To search for a stock limit:

  1. Select the Stock Limits category.

    You must have the appropriate permissions to access this category. See section 8.1, Setting up inventory roles.

  2. Enter some or all of the search criteria.

    Note: Search criteria are not case sensitive.

    • Location Name – Type the name of the location. You can use wildcards.

    • Stock Code – Type the stock code used for the devices.

    See section 7.3.4, Stock Limits report for details of the report used to search stock limits.

  3. Click Search.

    The list of matching results appears. Stock limits are listed in the order they were created, oldest first; you cannot change this order.

  4. Click a record to view the details of the stock limit.

    The View Stock Limit screen appears.

    The View Stock Limit screen displays the following:

    • Location Name – the name of the location.

    • Stock Code – the code for the device stock.

    • Minimum Quantity – the minimum number of available devices you want to keep at this location.

    • Reorder Quantity – the number of devices to order when the number of available devices drops below the minimum quantity.

    From this screen, you can:

You can also display a stock limit from the Stock Limits tab of the View Location screen.

This screen displays all stock limits set up for the current location, along with the current unallocated stock for that location.

Click an entry in this list to open the View Stock Limit screen.