Daylite Sales Assistant has a global report to show all sales documents that have pending stock. Run this report to manage pending stock.

DSA Sales with Pending StockDSA Sales with Pending Stock

From the results, each document that has any line items awaiting stock will be presented for processing.

Sales Pending Stock ReportSales Pending Stock Report

Double click the line item to open the editor and enter the fulfilled value to make this as fulfilled.

Jelly Status Icons

Green: The order can be fulfilled with available stock from the warehouse selected on this order
Orange: There are line items on this order that can’t be fulfilled from the selected warehouse but can be from other warehouses
Red: The order cannot be fulfilled from any warehouse and needs to be ordered.

Open the order to see the line items details.

All the line items are shown with there pending status (note even non-stocked line items are shown) and the preview window then allows the fulfilled value to be updated.

The stock level text will show the number of items available in the selected warehouse. If the order can’t be fulfilled from the selected warehouse but can be fulfilled from another warehouse the total of stock in other warehouses will be displayed. Clicking on the information icon to the right of the text will open the stock control window for this product.

Transferring Stock

Stock can be transferred between warehouses from this screen if required.

Daylite Sales Assistant Stocktake Screen

A supplier order can be generated from this view directly to order the items for this order. Note this is a one to one relationship order.

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