Viewing and Managing Own Stocks

Modified on Tue, 27 Aug, 2024 at 7:25 AM

My Stocks

The My Stocks tab gives a user a view of all the stock under NGRs in which they are a shareholder. Any stock that is kept in a location owned by a subscribed user is visible. Alternatively, if the viewing party is a subscriber, they can view stock at both subscriber and non-subscriber sites.

Here, the stock is divided into groups of different NGRs, locations, commodities, and grade combination (vs the storages view, where multiple grades are clubbed together)

The Location and Owner tabs can be used to filter down the list.

Users have multiple options for managing stock here as well:

  • Loads: Similar to the storages view, this will show users a load-by-load history for each NGR/Location combination
  • Empty and Update Stock: These options allow users to change the tonnage (or make it '0' in the case of empty storage). As in the Storages View, the system automatically creates loads to reach the desired tonnage.
    • Important Note:

      Stock updates in ownership do not automatically reflect in the storage view. For instance, if the tonnage of a specific commodity, such as wheat, is updated from 20 MT to 30 MT in "My Stocks," the corresponding value in the storage view will remain at 20 MT. This discrepancy occurs because the storage view operates independently of individual stock updates. Instead, it relies on separate processes or manual adjustments to synchronize stock data accurately across different sections of the platform. Therefore, users should be mindful of this distinction and ensure that stock information is consistently updated across relevant views to maintain data accuracy and integrity.

  • Regrade/Reseason: This option can be used to change the season or grade of a stock. 
  • Stock Swap: Use this option to swap stock from one site to another.
  • Transfer: This allows users to create a title transfer, changing ownership of a stock without changing its location.

Please note: Some options will not work where the stock is held at the site of a subscribed user where the site owner has opted to manage stock or transfers.

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