Site View on Stocks

Introduction

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.

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

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 shown in the first image of this article above, there are three options in addition to the location selector: Search, Filter, and Export.

Here, intuitively, the filter button allows users to download a report for the site selected in the Locations dropdown. However, sometimes there can be a large amount of data at a given site; in this case, the Filter button allows you 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 provide a report with all transactions at that site, filtered according to the specified parameters.