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Quantum VS Help: File Maintenance |
You may use the Finder to:
show details of your Stock Transactions, including: Adjustments, Issues, Receipts, IBTs, Kits, Works Orders and Rejections.
locate a specific Stock Transaction; and
open the related Product record for viewing/editing.
Note: The Stock Transactions Finder replaces - and replicates the functionality of - the Stock Transactions Report which was available in Quantum VS prior to 9.6.0.22.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Stock Transactions in the Finder:
From the Home tab: under search, select Stock Transactions.
Or: Use the search section in the Mega Menu - in the Stock Control section - to select Stock Transactions.
Or: From the main menu: select Edit > Search, then select Stock Transactions.
Or: In the Finder: click the 'down' arrow on the Search... button and select Stock Transactions from the menu.
Your Stock Transactions will be listed in the Finder. For example:
For further details and definitions on stock Adjustments, Issues, Receipts, IBTs, Kits, Works Orders and Rejections see the relevant section of Quantum VS Help.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
To open the related Product record from the Finder, either:
Click the Product hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Product Maintenance.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Stock Transactions have the following Search options:
Product Code: Display Stock Transactions (and search results) in Product Code order. For further details see Searching For A Specific Record.
Product Record: For further details see Searching For A Specific Record.
Product Group: Display Stock Transactions (and search results) in Product Group order.
Type: Display Stock Transactions (and search results) in transaction 'type' order.
Date Ascending: Display Stock Transactions (and search results) in ascending date order.
Date Descending: Display Stock Transactions (and search results) in descending date order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is Product Code then enter the Product Code.
Note: You may click the down arrow within the search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Stock Transactions:
1. Click Advanced on the Finder Toolbar.
2. By default, all Stock Transaction Types are displayed in the results (i.e. all of the Transaction Type fields are checked). To reduce the number of results you may uncheck the following fields:
Transaction Type:
All: Show Stock Transactions of every Type
Adjustments: Show Stock Transactions which relate to Adjustments
Issues: Show Stock Transactions which relate to Issues
Receipts: Show Stock Transactions which relate to Receipts
IBTs: Show Stock Transactions which relate to IBTs
Kits: Show Stock Transactions which relate to Kits
Works Orders: Show Stock Transactions which relate to Works Orders
Rejections: Show Stock Transactions which relate to Rejections
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field(s) then click the search (magnifying glass) icon on the Finder toolbar.
