Unassigned Stock Report

Overview

This report displays either jobs that have not yet been assigned stock, or stock items that have not yet been assigned to jobs, that is, stock items have been added to the Stock > Required tab in a job, but have not been properly assigned.

This is useful for returning stock to inventory after job completion, or determining whether stock or inventory needs to be assigned, or stock purchase orders need to be raised.

Jobs that have been archived are no longer included in this report.

US only: If you use simPRO in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Unassigned Stock report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Go to Stock and click Unassigned Stock.
  3. Filter the report by selecting from the drop-down lists.
  4. Select a specific Customer, Site, or Job Number, Stock Item Name or Part Number, if required.
  5. Under Group Results By, select whether to group results by Job Number, Part Number or to have No Grouping.
  6. Click Search.

To order items from the report:

  1. Select the relevant items or Select All.
  2. Click Create Purchase Order.
  3. Click Finish to complete the purchase order.
  4. Click Forms and send the purchase order to the supplier, if required.
  5. Click Finish.

Learn more in How to Create a New Catalogue Order.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.