Items in Stock report
Under Reports>Items in Stock, you can see a list of inventory items that have at least a minimum quantity on hand. The list reports only the item numbers and their descriptions, not the quantities. This report can be helpful in providing information for your business affiliates (customers, in particular) who would appreciate knowing what items are currently available for purchase.
This report does not have a drill-down view. Users are not able to take action on inventory or create orders through any buttons on this report.
To give a customer access to see this report:
- Make sure the customer is set up as a business affiliate with Type =
Customer. See Adding new business affiliates. - Make sure the Customer has a user set up in the system. See Adding a user. While verifying or setting up the Customer's user, please check the following:
- that the User record correctly shows the Employer of the user to be the Customer's business name, as it appears in Administration>Business Affiliates.
- that the User record has a role assigned to it that includes the permission to view the report. See the Roles tab in the user record, and Viewing roles.
The permission to view this report is part of the Default Customer role pre-configured by SmartTurn. However, SmartTurn advises you to review all of the permissions in the Default Customer role before assigning it to any user. If you would like to create a role with fewer or more permissions that is based on the Default Customer role, SmartTurn advises that you copy the Default Customer role, and add, or subtract, permissions as necessary to customize a new Customer role for your company. See Copying a role.
- that the User record has access to all the warehouses (and ONLY the warehouses) you want him to see. See the Warehouses tab in the user record. More information is available in the Adding a user or Editing a user help topics.
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