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There are two ways to conduct a stock search in the Stock Management screen:
Note: Click on any one of the above links to learn more about that section.
Use the following steps to perform a simple stock search:
1. Click on the Business tab, click Stock, and select Stock Management.
2. Enter a partial or full Stock Number or click on the Search By Vendor button.
Note: Refer to How to use Vendor Search for more information on how to use this feature.
3. Click on the Search button.
Note: If necessary, perform an advanced search. Refer to Advanced Search for more information on this section.
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Use the following steps to perform an advanced stock search:
1. In the Stock Management screen, click on the Advanced Search link. The advanced search fields will be displayed.
Note: The Advanced Search link will change to Single Search.
2. Enter a partial or full Stock Number or click on the Search By Vendor button.
Note: Refer to How to use Vendor Search for more information on how to use this feature.
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3. If applicable, in the Include section, deselect the Deactivated selection box.
4. If applicable, click on the Stock Group drop-down menu to select an option.
5. If applicable, in the Whose section, select any of the following selection boxes: Product Description, Brand Description, Catalogue Description, Tender Vendor, Category, and/or Attribute.
6. If applicable, enter an Advanced Search Value and if needed, use the wild card search button..
Note: Refer to Wild Card Search Fields for more information on how to use this feature.
7. If applicable, click on the Buyer Code drop-down-menu to select an option.
8. If applicable, select the Tender Expiry Date selection box and click on the calendar icon to enter the tender expiry date. Select one of the following radio buttons: Greater Than (selected by default), Equal To or Less Than to adjust the date search criteria.
9. Click on the Search button.
Click on any of the following to return to the previous process being worked:
•How to Activate/Deactivate Stock
•How to Modify Multiple Stock Tender Expiry Dates
•How to Print Stock Information
•How to Update Multiple Stock Buyer Code