You can easily view the Stock Status of Inventory and Manufactured type Items while viewing or creating a Sales Order in Striven. With this feature, you can streamline the creation of any Purchase Orders needed for low stock Items that are being sold on a Sales Order.
Review the steps below to begin using the Show Stock Status feature on Sales Orders.
Settings Configurations
To use the Show Stock Status feature on a Sales Order, you will first need to enable Line Item Grouping which is located on the Sales Settings page.
Navigate to Company → Settings → Accounting → Sales → Settings.
Once on the Sales Settings page, toggle on the option for Allow Grouping of Line Items for Sales Orders, Invoices, Sales Receipts which is located in the General section.
Once you have saved the configuration changes made on the Sales Settings page you are ready to begin using the Show Stock Status feature on a Sales Order.
Using the Show Stock Status Option on Sales Orders
Now that you have enabled the appropriate settings, you can begin to use the Show Stock Status feature when creating or viewing a Sales Order.
In the Items section once an Inventory or Manufactured type Items have been added to a Sales Order, the Options button can be selected which will show the Show Stock Status button.
Clicking on the Show Stock Status option will open the Inventory Stock Status report with the Sales Order number prefiltered in the Sales Order search field.
The Inventory Stock Status report is a useful tool to easily create Purchase Orders for Inventory or Manufactured type Items in order to adjust the stock on hand. The checkboxes can be used next to the Items listed in the report to mark which Items will need to be added to the Purchase Order. Once you have the appropriate Items selected, the Create PO button can be used at the bottom of the report to begin the Purchase Order creation process.
Once you click the Create PO button from the Inventory Stock Status report, the Add Purchase Order page will open with the Items previously selected added to the Items section.
Conclusion
This feature streamlines the purchasing of Items required to fulfill a Sales Order. It allows users to easily view the stock status of Inventory and Manufactured Items directly from a Sales Order in Striven. This process helps in efficiently creating Purchase Orders for low-stock Items being sold on a Sales Order.