Items

Catalogue grid
Catalogue grid
    
Items is the home screen. It shows the live catalogue: vendor, type, description, size, part number, on-hand, target, back order (B/O), should-order, order qty, location, and price.
    
      
Items catalogue with filters and session actions
    
Filters and sorting
    
      
Search by description, part number, and related text.
      
Filter by type, location, and list mode (for example active items, or items that need ordering).
      
Click column headers to sort.
      
Use the refresh icon at the end of the filter row to reload.
    
    
Opening an item
    
Click a row to open the item detail / edit screen. With write access you can also create a new item from the actions area.
    
Key quantities
    
      
Column
Meaning
      
        
On hand
Current stock count in the lab.
        
Target
Par / target level you want to hold.
        
B/O
Back order — quantity already on open purchase orders and not yet received.
        
Should order
How many more to order (see next topic).
        
Order qty
Your session cart quantity for this item.

Create & edit items
Create & edit items
    
From Items, choose New item or open a row. With write access you can save changes; readers can view details only.
    
      
Item form: catalogue fields and optional photograph
    
Main fields
    
      
Description, size, vendor, type, location
      
Vendor part number (important for matching supply lines)
      
On hand and target quantities
      
Box quantity and price (ex GST)
      
Tender catalogue / supply arrangement / reference (when used)
      
Consignment flag and Active flag
    
    
On edit, Stockie also shows derived back order and should-order for the item. You can attach or replace a photograph on edit.
    
There is no general document store on items in this web version — only an optional photo.

Should-order & ordering session
Should-order & ordering session
    
Should-order formula
    
For each item:
    
Should order = Target − On hand − Back order
    
      
The grid displays the need as zero or more (negative values are shown as 0).
      
Back order is calculated from open purchase-order lines: sum of (ordered − received) on lines that are not void and not fully received. It is not a separately typed field on the item.
    
    
Do not treat “target − on hand” alone as the order quantity. Ignoring back order overstates what you still need to buy.
    
Ordering session
    
With write access, enter quantities in the Order qty column. Values are saved to your personal session cart.
    
      
Fill from should-order copies only positive should-order amounts into Order qty.
      
The toolbar shows a session total when lines have quantity.
      
When ready, choose Create order to review and confirm (see Orders).

Import / export
Import / export
    
On the Items screen, open Tools for Excel-oriented catalogue helpers (write access required to import).
    
      
Export — download the catalogue for offline review or backup.
      
Import — upload a spreadsheet to create or update items. Follow the dialog instructions and review any reported errors before relying on the result.
    
    
Prefer editing single items in the app for day-to-day corrections; use import for bulk catalogue maintenance.