Managing Stock Sales

Modified on Thu, 22 May at 1:14 PM

You can manage your stock sales from the stock sale dashboard page. From the dashboard you can search for the stock sale client and number and refine the sales by Approved, Draft, Dispatched and All status tabs. Add a new stock sale by clicking Add Stock Sale. Invoiced stock sales are indicated on the dashboard by the "page" icon.

Clicking on the stock sale Number will open the stock sale detail page.

Overview

The Overview tab displays the stock sale information, product line items and forecast financials. Key fields that impact available functionality and determine the current state are the Invoice and Dispatch Date.

Dispatches

The Dispatches tab displays the stock sale's stock movements.

Related Purchases

The Related Purchases tab displays any product purchase orders raised to fulfil the sale.

Notes

The Notes tab displays both notes and emails added to the stock sale.

Files

The Files tab displays any files added to the stock sale.

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