AutoCount Stock Availability Report Plugin User Guide
What is AutoCount Stock Availability Report Plugin?
The AutoCount Stock Availability Report Plugin helps businesses monitor stock quantities across multiple locations, generate detailed inventory reports, and improve stock visibility within AutoCount Accounting. With a customizable Stock Availability Report, advanced inventory filters, user-specific stock locations, and enhanced item searches, businesses can check stock information more efficiently. The plugin helps warehouse, sales, and inventory teams reduce manual checking, make better stock decisions, and improve daily inventory management.
Why Use AutoCount Stock Availability Report Plugin?
Managing inventory across multiple stock locations can be challenging when employees need quick access to accurate stock information.
The AutoCount Stock Availability Report Plugin simplifies inventory monitoring and helps businesses make more informed stock management decisions.
Improve Stock Visibility
Review stock quantities across selected locations in one report for easier inventory monitoring and decision-making.
Reduce Manual Stock Checking
Access stock balances during item selection to reduce the need to switch between documents and separate inventory reports.
Simplify Multi-Location Inventory Management
Review stock availability by location and maintain user-specific location settings for more relevant inventory information.
Protect Sensitive Inventory Information
Control report access, stock cost visibility, and selected sales analysis information through AutoCount user permissions.
Key Features of AutoCount Stock Availability Report Plugin
Multi-Location Stock Availability Report
Generate stock availability reports by item and selected stock locations to gain better visibility into inventory quantities.
Advanced Inventory Filtering & Reporting
Filter inventory by stock item, group, brand, category, class, and other reporting options for more focused stock analysis.
Enhanced Item Search with Stock Balances
View stock balance quantities directly within supported document item lookups, including quantities at the current document location.
User-Specific Stock Locations & Access Control
Maintain default stock locations for individual users and apply permissions to control access to stock and sensitive financial information.
Who Should Use AutoCount Stock Availability Report Plugin?
Warehouse & Inventory Teams
Ideal for employees who regularly check stock quantities, review inventory levels, and manage stock across different locations.
Trading & Distribution Companies
Suitable for businesses handling numerous inventory items and requiring clear visibility into stock quantities across warehouses.
Sales & Order Processing Teams
Helps sales personnel review stock balances while selecting items in supported sales documents.
Inventory Managers & Business Owners
Useful for decision-makers who need organized stock reports and better visibility into inventory quantities across business locations.
How AutoCount Stock Availability Report Plugin Works
A. Access Rights
Administratorscontrolwhocanopenthereport,maintainuserdefaultlocationsanduseselectedanalysis options.
Open General Maintenance> Access Right Maintenance.
Select the user or user group, then expand SL Plug-In > Stock Availability Report.
Assign Show Stock Availability Report to users who need to open the report.
Assign Show User Default Setting to users who maintain user locations. Assign User follow User Default Setting to users whose report must follow those saved locations.
Assign Can Edit Multi Dimensional Sales Analysis Data Area Options when the user may use the related sales-analysis data options. Show License Status controls the License Info menu.
The standard View Cost right controls the Show cost option and cost fields. Standard Customize Grid Layout and Grid Column Chooser rights control Item Code lookup layout functions.
- Save the access-right changes.
B. Stock Availability Report
Stock Availability Report shows stock quantities by item and selected stock locations.
- Open Stock Availability Report > Stock Availability Report.
- Set the Date and Stock Item. Click More Option when more filters are required.
- Select one or more Stock Location rows. Use All to tick or untick all locations currently shown to the user.
- Click Inquiry to load the stock availability result.
- Review the result. Click Preview or Print when required. Use Hide Options to give more space to the result grid.
C. Filter and Report Options
More Option opens the detailed filters and report options used by Stock Availability Report.
- Under Filter 1, set Date, Stock Item, Stock Group, Stock Item Type, Batch Options, Print Active Item and Print Inactive Item as required.
- Under Filter 2, set Stock Brand, Stock Category and Stock Class when required.
- Under Report Options, choose Group By and whether to Show Criteria In Report.
- Under Other Options, choose the zero-balance rule, Include No Transaction Item(s), Use Desc For Header, Show cost, Include Outstanding SO & PO, Include Consignment and UOM Option as required.
- Batch Options are available with the item-batch module. UOM Option is available with the multi-UOM module. Show cost is available only when the user has the standard View Cost right.
- Click Inquiry again after changing the criteria.
D. User Default Setting
User Default Setting maintains the stock locations assigned to each active user.
- Open Stock Availability Report > User Default Setting.
- Select an active user. Click Edit to maintain locations, or View to open the setting as read-only.
- Tick the locations allowed for the user. Use Check All or Uncheck All when required.
- Click Save. The selected locations are stored for that user.
- When User follow User Default Setting is assigned, Stock Availability Report only loads the user’s allowed locations. If no location is saved, HQ is used when HQ exists.
E. Enhanced Item Search Lookup
The plugin enhances the Item Code lookup so users can check stock balance while entering supported documents.
- Open a Quotation, Sales Order, Delivery Order, Invoice, Stock Transfer, Purchase Return or Consignment document.
- Open the Item Code lookup. The lookup shows Item Code and Description. When quantity display is enabled, it also shows Balance Qty and the current-location Bal. Qty.
- If the Consignment module is enabled, CSGN Qty and On Hand Qty are also available in the lookup.
- When the document location changes, the current-location balance column refreshes to follow the new location.
- Select the required item to continue the document entry.
F. Lookup Layout Management
The enhanced Item Code lookup supports saved layouts for users who have the standard AutoCount grid-layout rights.
- Right-click inside the Item Code lookup grid to open the layout commands.
- Choose Save Layout, enter a layout name and tick Save As Default when required.
- Choose Load Layout to apply a saved layout. The selected layout is assigned to the current logged-in user.
- Choose Reset Layout to restore the default lookup layout and clear the current user’s saved layout assignment.
- Choose Layout Manager to set a layout as default, delete a layout or assign layouts to users. Click Save Assignments after changing user assignments.
G. Multi-Dimensional Sales Analysis Options
The plugin can restrict selected data-area options in the standard Multi-Dimensional Sales Analysis screen.
- Open the standard Multi-Dimensional Sales Analysis screen.
- Users with Can Edit Multi Dimensional Sales Analysis Data Area Options can use the related data-area options normally.
- Without this access right, Show Local SubTotal, Show Local Total Cost, Show Local Profit, Show Profit Margin, Show Unit Price and Show Unit Cost are unchecked and disabled.
- Run the analysis using the options available to the user.
Benefits of AutoCount Stock Availability Report Plugin
Better Inventory Visibility
Review stock quantities across selected warehouses and locations for more informed inventory management decisions.
Faster Daily Stock Checking
Reduce repeated inventory inquiries by viewing stock balances directly from supported transaction item lookups.
More Organized Inventory Reporting
Generate relevant Stock Availability Reports using flexible filters, reporting options, and selected stock locations.
Improved Information Access Control
Manage user-specific stock locations and restrict selected inventory cost and financial analysis information through permissions.
Conclusion
The AutoCount Stock Availability Report Plugin provides businesses with a practical solution for improving stock visibility and inventory reporting within AutoCount Accounting.With multi-location stock reporting, advanced filtering, enhanced item searches, customizable lookup layouts, and user access controls, businesses can review inventory information more efficiently.
For companies managing multiple stock locations, the plugin helps simplify daily stock checking, improve reporting workflows, and support better inventory management decisions.
Frequently Asked Questions
Can the plugin display stock quantities from multiple locations?
It displays stock quantities by item across selected stock locations and allows users to preview or print stock availability reports.
Can businesses filter the Stock Availability Report?
Open Stock Availability Report, select the date, stock item, and stock locations, then click Inquiry to load the results.
Does the plugin support stock reporting for a selected date?
Yes. You can filter by stock item, stock group, stock brand, stock category, stock class, item type, locations, and other report options before running the report.
Can employees view stoc kbalances while preparing sales documents?
It allows administrators to assign default stock locations for each active user so reports automatically follow the user’s saved locations.
Does the item lookup show stock balances by location?
The Item Code lookup displays stock balances while entering supported documents and updates the current-location balance when the document location changes.
Can businesses assign different stock locations to different users?
Yes. Users with the appropriate grid-layout rights can save, load, reset, and manage custom lookup layouts.
Improve Your Inventory Visibility Today!
Still spending too much time checking stock quantities across different warehouses?
With the AutoCount Stock Availability Report Plugin, your business can generate detailed inventory reports, check stock balances during item selection, and manage stock information across selected locations more efficiently.
Whether you manage a warehouse, trading company, or distribution business, the plugin helps make stock information easier to access and review.
Looking for a better way to manage stock availability reporting in AutoCount?
Contact SL Software Solutions Sdn. Bhd. to discover how the AutoCount Stock Availability Report Plugin can support your inventory management workflow.