Effective Date: 14th August
There is now a new tab on the portal called “Input Stock Orders”.
This is where the new process will be carried out and recorded.
From today, all managers must follow the steps below every time they place a stock order.
- Declare Your Order Total Every Time You Order
When placing any stock order in Stock Control, you must declare the total amount of the order.
This applies each and every time you order, without exception.
- Check Your Order Limit
Your order limit is displayed at the top of the Page in the portal, as well as Jacobs Report.
Ensure your order total stays within this limit.
- Enter Current Holdings
Before building your order, you must enter your Current Holdings.
This figure comes directly from Jacobs Report for that day.
- Build & Submit Your Order
Add items to your order form until you’re satisfied.
Submit the order through the Stock Control as normal.
- Log the Order in the Portal
Once submitted, go to the “Input Stock Orders” tab in the portal.
Add the total order amount there (Pre Vat).
This only needs to be updated when you place a stock order.
- Important Notes
We only require the total amount for serialised stock.
Do not include accessories in this total.
✅ Remember:
Use the Input Stock Orders tab for the new process.
Always declare the order total.
Pre VAT Amount!
Always enter Current Holdings on the date your ordering from Jacobs Report (Devices Column).
Seniors also have access to this Tab on the Portal