Site View on Stocks

Open Sidebar > Stocks > Site View

What is Site View on AgriChain?

The Site View, available to subscribed users as the last tab on the stocks module, gives users a detailed chronological breakdown of all stock transactions on a site level. 

What transactions are visible?

Multiple types of transactions are visible here, including: inloads/outloads, stock updates, title transfers, regrades/reseasons, stock swaps and more.

This means the Site View is the perfect location to see all the loads created on a site or to reconcile stock with your own inventory records.

Navigating the Site View tab

The site view is easy to understand and get around. 

On opening site view, the user is presented with an option to select a location. Here, users will find listed all the sites owned by the user or sites where there is some stock owned by them.

For example, in the sample data below, the user is not logged in with any of the sites visible in the locations tab. However, since there is some stock under the user's ownership at these sites they are visible for selection.

How can I export a report with all the loads created at my sites/created with my stock on any site?

As visible in the first image of this article above, there are three options apart from the location selector - Search, Filter and Export.

Here, intuitively, the filter button will allow users to download a report for the site selected in the locations dropdown. But sometimes there can be a lot of data at a given site, in this case the Filter button provides a way to narrow down the data to be exported.

To download a filtered list, simply apply the appropriate filters. Once the filters have been applied, clicking on the "Export" button will yield two options: 

Clicking on 'Filtered List' will get you a report with all the transactions at that site as per the filter parameters.