This feature is to set which items show on your controllables-only stock take and which do not.


Stock Items

BackOffice> Lists> Stock> Items: This is how you access the stock items screen:



The are several ways to locate a stock item you are searching for. The first would be to click on the drop-down arrow for the category filter and selecting your desired category:



EG.: I would like to set my ABI Buddy Bottle as a controllable stock item so I need to click on Spreadsheet View which will bring up a list of stock items that are part of the Drinks category:



You then need to use the scroll-bar located on the right-hand side of the screen to move the list down or up:



Once you have located the item you would like to set, which in my case would be the ABI Buddy Bottle, I need to click on the drop-down arrow under the controllable column:




Once you have selected “Yes” for controllable on the desired stock item, you need to click on the tick at the to to save the changes made:



The above item will now appear on the Stock Take Worksheets as well as any reports that have been set to include controllable-only stock items. 


Alternative Method

You could search for the stock item you need by selecting the Filter option:



You will then be presented with the following window:


You need to click on Description, then enter the name of the stock item you are looking for, select Partial Match Anywhere and then click on OK:



The system will automatically take you to all the stock items that contain the word that you have searched for. In this case, I searched for Buddy:



I then need to click on the drop-down arrow and select Yes for controllable:



And then proceed to click on the tick at the top to save the changes:



The above item will now appear on the Stock Take Worksheets as well as any reports that have been set to include controllable-only stock items.