Stock Sales/Purchase Orders Tab
Table Of Contents
The [ Stock | Sales / Purchase Orders ] tab provides a complete history of how a stock item has been bought and sold. It allows you to review customer sales, supplier purchases, returns, pricing information and order status from a single screen.
This information is displayed in two separate grids:
Tip: For information about the Other Actions menu, press F9 or use the toolbar menu and see Stock Other Actions Menu.
Filters
The available filters affect both grids and help you focus on the transactions you want to review.
Note: After changing any filter settings, click Go to refresh the grid.
Date From and Date To
Use the Date From and Date To fields, together with the traffic light filter, to limit results to a specific date range.
If no date range is selected, all available records are displayed.
Show Returns
The Show Returns option is a tri-state checkbox that controls whether return transactions are included.
| Setting | Result |
|---|---|
| Ignore | Includes both standard transactions and returns |
| Yes | Displays only customer or supplier returns |
| No | Excludes customer or supplier returns |
Show Confirmed Only
Default: Enabled
This option applies to Sales Orders only and works alongside the context menu options available in the [ Sales Orders | List ] screen.
Note: This setting is only relevant to orders imported from a website. If you require further information about this functionality, contact Khaos Control Support.
Sales Orders Grid
The upper grid displays customers who have purchased or returned the currently selected stock item.
The grid includes:
- Sales Orders
- Customer Return Credits
- Return Exchanges
Quantities sold and returned are totalled at the bottom of the grid for quick analysis.
Customer Information
URN
The customer's unique reference number.
Name
The customer's company name.
Sales Order Information
Code
The Sales Order, Return Credit or Credit Note number.
Type
Displays the transaction type:
- S = Sales Order
- RC = Return Credit
- RE = Return Exchange
Date
The order date associated with the transaction.
Quantity Information
Sold
The quantity sold or returned.
Assigned
The quantity allocated to the order.
Sent
The quantity dispatched when the order was issued.
Pending
The quantity assigned but not yet sent.
Pricing Information
Net Unit
The net unit selling price.
Disc %
The discount applied to the order line.
Unit Net Total
The net unit price multiplied by the quantity sold.
Status
Displays the current transaction status and corresponds with the colour legend.
Orders highlighted as Complete have been fully issued.
Stage
Shows the current stage of the transaction within the Sales Invoice Manager workflow.
Site
Displays the site from which the order was fulfilled.
Tip: The Sales Orders grid supports grouping using Ctrl + G.
Sales Orders Grid Context Menu
Right-click within the Sales Orders grid to access additional options.
Goto Customer...
Opens the related customer record
[ Customer | Detail | General ]
Goto Sales Order...
Opens the related Sales Order, Credit Note or Return Exchange:
[ Sales Order | Detail | Main ]
Colour Legend
Displays a guide explaining the grid colour coding.
Clear Selection
Removes the current row selection.
Purchase Orders Grid
The lower grid displays suppliers who have supplied the currently selected stock item, together with any supplier returns.
The grid includes:
- Purchase Orders
- Supplier Returns
Results are filtered according to the selected date range.
Supplier Information
URN
The supplier's unique reference number.
Name
The supplier's company name.
Purchase Order Information
Code
The Purchase Order or Supplier Return number.
Type
Displays the transaction type:
- PO = Purchase Order
- SR = Supplier Return
Date
The date associated with the Purchase Order or Supplier Return.
Quantity Information
Bought
The quantity ordered from the supplier.
Delivered
The quantity received against the Purchase Order.
Note: If the Bought and Delivered quantities differ but the status shows as Complete, the delivery was marked as Final Delivery.
Pricing Information
Net Unit
The net unit purchase price.
Disc %
The discount percentage applied to the purchase order line.
Unit Net Total
The net unit purchase price multiplied by the quantity ordered.
Status
Displays the current purchase status and matches the colour legend.
Examples include:
- Order Placed
- Part Delivery
- Complete
Site
The site where the goods are due to be delivered.
Additional Notes
- Items requiring quality checking are not highlighted within this grid.
- To review quality inspection activity, search for the stock code within the:
[ Delivery Note | List ] screen.
Tip: The Purchase Orders grid also supports grouping using Ctrl + G.
Purchase Orders Grid Context Menu
Right-click within the Purchase Orders grid to access the following options.
Goto Supplier...
Goto Supplier...
Opens the selected supplier record:
Opens the selected supplier record:
[ Supplier | Detail | General ]
Goto Purchase Order...
Opens the selected purchase order:
Opens the selected purchase order:
[ Purchase Order | Detail | Main ]
Goto Supplier Return...
Opens the related supplier return record:
Opens the related supplier return record:
Colour Legend
Displays the colour legend used within the grid.
Clear Selection
Removes the current selection.
Summary
The [ Stock | Sales / Purchase Orders ] tab provides a complete audit trail for a stock item, allowing you to:
- Review who purchased the item.
- See which suppliers supplied the item.
- Check sales and purchase quantities.
- Monitor pricing and discounts.
- Track returns and exchanges.
- View fulfilment and delivery status.
- Analyse activity across multiple sites.
This makes it a valuable tool for investigating stock history, reviewing customer and supplier activity, and understanding the lifecycle of an individual stock item