The Acumatica ADD STOCK ITEM Button

If you aren’t sure what I mean by the ADD STOCK ITEM button, this is what it looks like:

When you click the ADD STOCK ITEM button, it brings up a window that looks like this:

Now, there are a few things about this window that I would like to point out.

 

1. Show Available Items Only

This is my favorite thing about the window because I’m constantly working with test data and destroying my local test environment on my laptop. So I can never remember what items actually have quantity available to ship.

By checking the Show Available Items Only box, I can quickly and easily see the items that actually have quantity available to ship which is pretty convenient.

Not only that, but I can see the actual quantity available on the quantity on hand in the Qty. Available and Qty. On Hand columns respectively. Quick and easy.

 

2. Sold Since

There are two options that you can select from: All Items and Sold Since

All Items shows you all the items (pretty obvious).

Sold Since shows you everything that has been sold since a certain date. By default, the Sold Since date uses three months prior to your current business date when you first select it.

But what does Sold Since actually mean? I did some testing and determined that it looks at Invoices, not Sales Orders. So the item has to appear on an Invoice with an Invoice Date on or after the date that you enter in the Sold Since field.

Also, checkout the Qty. Last Sales, Last Sales Date, and Last Unit Price columns for more information.

 

3. Alternate ID

Some people get confused by the Alternate ID column because it might be empty when they are expecting it to show information. What this column does is show the Alternate ID that you are matching on if you enter an Alternate ID in the Inventory field rather than an Inventory ID value.

Let’s say that you have the following setup on the Cross-Reference tab of an item:

If you search the word “alternate” in the Inventory field, then you will get the following results:

As you can see, the search matched all of the alternate types, except for Barcode.

It even matches partials which you could see if you searched for “altern” instead of “alternate”.

 

Conclusion

So, if you didn’t know about the ADD STOCK ITEM button, hopefully you learned something that you can put to good use when working with Acumatica.