The Stock Module opens up additional functionality on the Mobileezy Handheld Application, including the ability to logon to a stock location and the ability to complete stock transactions. Without this added functionality, only overall stock levels from your Accounting System will be visible on the handheld. This topic provides some step by step instructions for functions available with the Stock Module.
The Stock Module gives additional functionality to the handheld user, enabling stock levels to be viewed on the handheld and stock transactions completed by users.
Logging on to the Stock Location
Sales made on the Mobileezy Handheld Application will affect stock levels in the users' logged on location. This makes it important to ensure that the correct location is logged onto. By default, the handheld will automatically log on to the default location defined in the Users tab.
To change the logged on location:
|1.||Tap on the location name|
|2.||Select the location from the list|
|Logging on to the Stock Location|
Performing a Stocktake
See Stocktakes for step by step instructions for performing a stocktake on the handheld.
Moving Stock Between Locations
Moving stock locations between locations is completed via a Stock Adjustment transaction.
See Stock Adjustments for step by step instructions.
Viewing Stock Levels in a Location
Current stock levels in your stock locations can be viewed from the Mobileezy Handheld Software. By default, Mobileezy will display stock levels for the currently logged in location.
To view stock levels for a different location:
|2.||Tap on the Cards List button |
|3.||Select Locations from the pick list |
|4.||Tap on the location you would like to see stock levels in |
|5.||Tap on the Item List button |
|6.||Set the display to On Hand|