Find and View Stock Items and Batches

You can view and manage your stock in Inventory > Stock.

  • On the Item view tab, you can find all items in stock.
  • On the Batch view tab, you can view the item batches.

Search Options

  • Search field: Find items and batches that match your search text. Note that if you have selected any other search options, the text search looks for matches in the filtered list. The search looks for the search text anywhere within the item names.
  • Department: If you have multiple departments in your organisation, find items in a specific department.
  • Stock locations: If stock locations are used in your Provet Cloud, find items that are in a specific stock location.
  • Wholesaler: Find items of a specific wholesaler.
  • Item subgroup: Find items of a specific subgroup.
  • Stock min and Stock max: Filter items by a minimum and/or maximum stock level.
  • Expiry date in days: Find items that have expired or are expiring within the selected time frame.
  • Inventory check last performed: Find items that have had an inventory check done within the selected time.
  • Alert level: Find items that are below or at their alert level. See how to set stock alert levels.
  • Below optimum level: Find items that are below their optimum stock level. See how to set stock optimum levels.
  • Exclude items with open order: Filter out items that have an open, unsent order.
  • Exclude items waiting for delivery: Filter out items that have been ordered but not yet delivered.
  • Show hidden items: View items that have been hidden in the item settings.
  • Item type filters: View All item types, Medicines, Supplies, or Foods.

To export your search results to an Excel file, select an option from the Export button drop-down menu.

Stock Item Row Functions

Using the graph button on an item row, you can view the item stock log.

search_view_stock_log.jpg

Using the pen button on an item row, you can view and edit the item information.

search_edit_item.jpg

Using the button with three dots on an item row, you can manage the item in stock:

search_manage_stock.jpg

Using the shopping cart button on an item row, you can create an order for the item.

search_create_order.jpg

See Also

Find Items Below Alert or Optimum Level

Find Expiring Products

Add New Item Quantity to Stock Without an Order or Purchase Invoice

Add Item Quantity to an Existing Batch Without an Order or Purchase Invoice

Move Item Quantity Between Stock Locations

Remove Item Quantity from Stock

Do an Inventory Check

Order Items

Set Up Stock Locations

Updated

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