So far we have looked at the main functions driven
from the toolbar. In this next section we shall
cover some of the basic functionality, starting
with the “Grid” view and searching
(with the Quick Search disabled).
Fig. 8 shows that by clicking on the field headers
highlighted in yellow you will change your search
criteria i.e. Stock Code, Bin, Manufacturers Part
Number and Description.
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Fig. 8
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The next level of searching
for an item/s involves using a “Filter”.
By clicking on the Filter button
(highlighted
in green) the search criteria screen
appears where you can search in a number of different
ways. (See Fig. 9)
In our example we have typed in the word “Valve” in
the Description Containing field
(highlighted
in red)
and clicked on the Apply button
to initiate the search (highlighted in green).
The results from our demo data are then displayed in
the “Grid” view shown.
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Fig. 9
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| The screens shown (Fig.10)
introduce the “More” menu
from which you view the various levels of detail held
against a stock item or carry out a stock transaction.
First select the stock item, go to the menu, click
on the “More” button (highlighted
green)
or “right mouse” click on the selected
stock item. |
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Fig. 10
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| By clicking on “Details” (highlighted
green) on the menu the stock item detail screen opens
allowing you to look at the stored/recorded information.
(See Fig. 11) Additional information can be stored
and viewed via the 4 tabs including linking of CAD
drawings, digital photos etc. (highlighted in red)
The example below shows the information under the “Stock
Levels” tab. |
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Fig. 11
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| By selecting “Suppliers” (highlighted
in green) on the menu the following screen is displayed
listing information on preferred supplier/s of that
item, including cost, lead-time etc. (See Fig.
12) |
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Fig. 12
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The History relates to all store transaction records
for an individual stock item i.e. issues, returns,
deliveries, transfers etc.
Select History from the More About menu to view the
detailed history.
In the Reports section you will be able to preview
and print hard copies.
(Fig. 13)
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Fig.
13
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| Where Used - provides information
on which assets this stock item is fitted, along
with quantity used.
It will also inform you if the same item is contained
within a “Parts Kit”
Orders – When using
both the FrontLine Stock Control and the FrontLine
Purchase Orders modules,
detailed information about outstanding orders will
be displayed.
The second half of the More
menu relates to the stock transactions – Issues,
Delivery, Returns etc. We have only shown one example
(Stock Issue) as the screens and processes are
similar for each transaction.
Select Issue Stock from the More About menu. (See Fig. 14)
To Issue stock you will need
to fill out information in one or more of the fields
highlighted in red – Work
Order Number, Asset Number, Project Number, Cost
Centre. Enter the Quantity
to issue highlighted in blue.
The OK button (highlighted green)
should now be active, click OK to
process the transaction. An Issue note can be printed
if required (system option).
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Fig. 14
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