# Stockie - User guide # User interface ### Overview This is a general overview of the user interface for Stockie ### Login Login options may vary depending on the environment configured for your installation
Web hosted loginMicrosoft SSOLocal or LDAP
[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/lJ7image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/lJ7image.png) [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/kfPimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/kfPimage.png) [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/6aXimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/6aXimage.png)
After login, select "Stockie" Login to Microsoft Entra Login complete
[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/I10image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/I10image.png) [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/3IUimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/3IUimage.png)
### Home page and navigation Change modules is available under the navigation menu. The home page offers quick search options [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/fATimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/fATimage.png) ### History During use of the application, the history menu will recall the prior records you have view. Use this to quickly return to an entry. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/zC7image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/zC7image.png) ### Data grids When data is displayed in a grid it will generally have the following features available.

When columns are moved, resized or hidden this applies only to the current user each user can have a unique display.

[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/4nFimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/4nFimage.png) Grid footer options [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/baZimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/baZimage.png) ### Search panels When a search panel is available it will allow quick search of information. The panel may also automatically search when fields are modified. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/siXimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/siXimage.png) ### Creating new entries [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/rI7image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/rI7image.png) ### Editing existing entries [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/2Vrimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/2Vrimage.png) ### Refresh data [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/KLGimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/KLGimage.png) ### Spell checking Many controls will underline words that contain mistakes. Right click on the word to fix the spelling mistake or add the word to your custom dictionary. Pressing F7 will also trigger a spell check.
[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/pVWimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/pVWimage.png)[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/eoQimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/eoQimage.png)
### Grammar checking Simple grammar checking features can be performed by pressing F6 [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/EcEimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/EcEimage.png) ### Required fields and field alerts A field that is required will be highlighted and an entry cannot be saved without the field containing data
[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/vhHimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/vhHimage.png) [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/spEimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/spEimage.png)
[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/EIyimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/EIyimage.png)
### Audit Log Most modules will include an option to view the audit log of changes to entries in the database. The audit log will contain when and who made the changes and will also provide the old and new value. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/bkgimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/bkgimage.png) # Vendors Mange your vendors in the vendor module [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/aMMimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/aMMimage.png) ### Entry details #### Vendor details Vendor code can be left blank and Stockie will generate a code. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/Awcimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/Awcimage.png) #### Communication Keep a log of communication with Vendors. Documents can be stored against communication. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/Euximage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/Euximage.png) #### Documents Store documents related to each Vendor [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/re7image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/re7image.png) # Items Manage items in the items module [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/a0Nimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/a0Nimage.png) ### Entry details #### Item details [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/YiZimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/YiZimage.png) #### Documents Store documents or other images against each time. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/amwimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/amwimage.png) # Performing a stocktake To start or resume a stock take, navigate to Items and select one of the stocktake navigation options [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/sA0image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/sA0image.png)

NOTE: Only stocktake can be active but you can close and resume the stocktake until it is closed or cancelled.

### Add items to stocktake Add items to the stocktake and update stock values [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/HCAimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/HCAimage.png) Option to bulk add items [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/vrfimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/vrfimage.png) ### Close a stocktake Closing a stocktake will apply the new stock levels and close the stocktake. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/hTMimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/hTMimage.png) ### Cancel a stocktake Cancelling a stock take will not apply any stock levels and close the stocktake so it is no longer available. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/scaled-1680-/UCjimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-01/UCjimage.png) # Ordering and receipt of items Select purchase orders from the navigation menu [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/image.png) ### Creating or editing purchase orders Search for existing or create a new entry [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/rgkimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/rgkimage.png) Select vendor and add purchase order items [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/NSVimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/NSVimage.png) #### Print purchase order [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/hW5image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/hW5image.png) ### Receive stock When stock has been received locate the purchase order and select "Receive stock". Adjust the quantities that have been received. Clicking in the quantity field will automatically apply the back-order quantity, adjust this value as needed.

Values less than the expected quantity will be highlighted yellow. Values high than the quantity will not be allowed.

[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/VvWimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/VvWimage.png) If the order was incomplete and items are still on back order, when stock arrives press "Receive stock" again. Only the pending items will be displayed. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/lKzimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/lKzimage.png) ### Receive stock history Select Receive history to view stock receipt history. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/pFximage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/pFximage.png) # Sales and picking items Select sales order [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/YZIimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/YZIimage.png) ### Creating or editing sales orders Search for existing or create a new entry [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/uPAimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/uPAimage.png) Enter order details and items [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/Fl9image.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/Fl9image.png) #### Print sales order [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/4TKimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/4TKimage.png) ### Pick stock When stock has been picked Clicking in the quantity field will automatically apply the back-order quantity, adjust this value as needed.

Values less than the expected quantity will be highlighted yellow. Values high than the quantity will not be allowed.

[![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/dNAimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/dNAimage.png) If the order was incomplete and items are still on back order, when stock arrives press "Receive stock" again. Only the pending items will be displayed. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/uFGimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/uFGimage.png) ### Pick history Select Pick history to view picking list history. [![image.png](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/scaled-1680-/iFeimage.png)](https://help.abitsystems.com.au/uploads/images/gallery/2025-02/iFeimage.png)