How to Add Additional Fields to the Stock List

This guide explains how to customise the Stock List Report in Navigator by adding additional fields to better suit your needs. While the report is set up with standard fields, you can select from a range of additional options to enhance its functionality.

Steps to Add Additional Fields

Step 1: Access the Required Modules

1. Navigate to the Vehicles Module.
2. Ensure you have access to both:
   • Vehicle Administration Toolkit
   • Vehicle Parameter Maintenance

Step 2: Generate the Stock List

1. Go to the Vehicle Administration Toolkit.
2. Select the Reports tab and click the Stock List icon.
3. Use the search filters to specify the parameters for the report.
   • Adjust the search criteria as needed.
4. Click Search to generate the Stock List.

• The report will display standard fields initially.

Note: To customise the fields displayed, proceed to Step 3.

Step 3: Add or Edit Fields

1. Open Vehicle Parameter Maintenance from the Vehicles Module.

2. Click the Stock List icon in the toolbar.

3. A window will appear with multiple tabs and field options.

   • Review the available fields.
   • Select or deselect fields to tailor the report to your needs.

4. Once you’re satisfied with your selection, click Save to apply the changes.

Key Notes

• Customisation: Fields can be added or removed to create a personalised view of the Stock List.
• Dynamic Updates: Changes made in Vehicle Parameter Maintenance will immediately reflect in the Stock List within the Vehicle Administration Toolkit.
• Access Permissions: Ensure you have the appropriate permissions to modify Vehicle Parameter Maintenance settings.

Example Use Case

Scenario: You want to add a "Purchase Date" and "Supplier Name" field to the Stock List.

• Navigate to Vehicle Parameter Maintenance.
• Select the Stock List tab and enable "Purchase Date" and "Supplier Name".
• Save your changes.
• Return to the Vehicle Administration Toolkit, generate the Stock List, and verify the new fields are displayed.

Benefits

Customising the Stock List allows:

• Enhanced reporting and visibility.
• Tailored insights based on specific operational needs.
• Improved workflow efficiency by having the most relevant information displayed.