Stock Status is now available for Elite Lighting Inventory. Stock Status for Elite items can be viewed in two different ways: the user may view the inventory quantities for all products on the quote or order, or view the availability of only one selected Elite Lighting item in the quote or order.
Note: this article assumes that the Elite Lighting connectivity has been configured. For more information, click here.
Setting Up Stock Status
1. Navigate to the Manufacturers page.
2. Open the manufacturer entry for Elite Lighting.
3. Select the "General" tab.
4. Select "Configure Specialization."
5. The "Configure Elite Connectivity" window will appear.
6. Select the "Inventory" tab.
7. Check the "Enable Inventory Lookup" box.
8. Select "Save" to close the "Configure Elite Connectivity" window.
9. Select "Save and Close" to close the Elite Lighting manufacturer entry.
Viewing Stock Status for All Items
This tool will lookup inventory quantities for all products on the quote or order.
1. Navigate to the Quotes page or the Orders page. Note: this example will use the Quotes page.
2. Open the needed quote.
3. Select a Bid.
4. Select “Tools.”
5. Select “Stock Status" from the drop-down list.
6. The “Print BOM Stock Status” window will appear, listing any manufacturers from the quote who are set up with inventory, including Elite Lighting.
7. Select the “Inventory” tab.
8. Use the “ELITE-Available Quantity” column to view the number of parts available.
Viewing Stock Status for One Item
This tool pulls status information for a single product.
1. Navigate to the Quotes page or the Orders page. Note: this example will use the Quotes page.
2. Open the needed quote.
3. Select a Bid.
4. Select the needed Elite Lighting item to highlight it.
5. Select “Tools.”
6. Select “Stock Status (one item)" from the drop-down list.
7. The “Manufacturer Stock Status” window will appear with the selected item and the manufacturer entry automatically entered.
8. Select “Update” to view the available inventory for the item.
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