Division Stock Options
If your IntelliTrack system uses the Stock options (Issue, Receipt, or Return), the Division form will contain a Stock tab with stock order options. In order for this tab to be visible, the role of the logged-in user must contain the Issue, Receipt, and/or Return features.
Stock orders are tracked at the division level. Stock order types include:
- Issue: stock issues to a customer
- Receipt: stock receipt from a vendor
- Return: stock returns from a customer
When you perform a stock order, an order number is required and it must be unique within the division. Each division contains options for Stock Order Numbering.
Issue
Issue order options:
- Issue Order Auto-Numbering checkbox: When marked, the system automatically increments and assigns an order number to the stock issue. The user does not have to enter an order number when adding an Issue order at the Issue page. When unmarked, the system will not assign an order number to the stock issue. The user must enter an order number for the issue at the Issue page.
- Next Order field (required when activated): activates if the Issue Order Auto-Numbering checkbox is marked; it displays the next starting order number, the system default value is 10000. If this option is turned off and then turned back on, the next order number will reset to 10000. You may enter another number in this field, if desired.
- Prefix field (required when activated): activates if the Automatically number issue orders checkbox is marked; it is a value that is placed in front of the order as a means of order identification. The system default prefix value for Issue Orders is IS. You may enter a different value, if desired.
Receipt
Receipt order options:
- Receipt Order Auto-Numbering checkbox: When marked, the system automatically increments and assigns an order number to the stock receipt. The user does not have to enter an order number when adding the Receipt order at the Receipt page. When unmarked, the system will not assign an order number to the stock receipt. The user must enter an order number for the receipt at the Receipt page.
- Next Order field (required when activated): activates if the Receipt Order Auto-Numbering checkbox is marked. The next starting order number is entered in this field. The system default value is 20000. If this option is turned off and then turned back on, the next order number will reset to 20000. You may enter another number in this field, if desired.
- Prefix field (required when activated): activates if the Receipt Order Auto-Numbering checkbox is marked; it is a value that is placed in front of the order as a means of order identification. The system default prefix value for Receipt Orders is RC. You may enter another value in this field, if desired.
Return
Return order options:
- Return Order Auto-Numbering checkbox: When marked, the system automatically increments and assigns an order number to the stock return. The user does not have to enter an order number when adding a Return order at the Return page. When unmarked, the system will not assign an order number to the stock return. The user must enter an order number for the return at the Return page.
- Next Order field (required when activated): activates if the Return Order Auto-Numbering checkbox is marked. The next starting order number is entered in this field. The system default value is 30000. If this option is turned off and then turned back on, the next order number will reset to 30000. You may enter another number in this field, if desired.
- Prefix field (required when activated): activates if the Return Order Auto-Numbering checkbox is marked; it is a value that is placed in front of the order as a means of order identification. The system default prefix value for Return Orders is RT. You may enter another value in this field, if desired.