Documentation > Stock Control
STOCK CONTROL
CONTENTS
- Adding Stock Shipments
- Viewing Stock Shipments
- Editing Stock Shipments
- Viewing Stock Levels
- Viewing Stock History
ADDING STOCK SHIPMENTS
To add a new stock shipment to Polixen, click the Stock Control link in the main menu, then click the New Shipment link. You can also click the New Shipment button on the View Shipments page. You will then be presented with the following page:
On this page you will need to enter the following details:
- Supplier
- Arrival Date
- Stock Location
- Comments *this is optional
For each meal that this stock shipment contains please go through the following steps and repeat for each meal:
- Click on the Add Meals button
- Select a meal in the Meal Type dropdown list
- Enter a quantity in the Qty field
- Enter an expiration date in the Expiry field
When you have finished entering in all the meals, click on the green Create Shipment button.
VIEWING STOCK SHIPMENTS
To view entered stock shipments click on Stock Control on the main menu and select View Shipments. You will be presented with a screen similar to the one below.
Click on the blue button next to a stock shipment to view all the details including meals included. You will be presented with a screen similar to the one below:
EDITING STOCK SHIPMENTS
To edit a stock shipment, navigate to view a stock shipment as detailed in the section above. Then click on the button Edit Shipment, a popup will appear similar to the one below:
VIEWING STOCK LEVELS
To view current stock levels click on Stock Control on the main menu and select View Stock. You will be presented with a screen similar to the one below.
This page will list all the meals that have been entered into the system, along with their current stock level, location and total value.
VIEWING STOCK HISTORY
To view a meal’s stock history (shipments & deliveries), click on Stock Control on the main menu then select View Stock. Find a meal you wish to view the stock history for and click on the i button next to the meal’s name. This will present a page that details all the stock shipments and deliveries for the specific meals:
