My Stock
See how many specimen copies of each title you're holding, and what makes the count go up and down.
/field/stockMy Stock lists the specimen copies you're carrying: the books the warehouse sent you on your self-stock requests, less what you've sampled at schools or handed back. The same total shows on your Dashboard as My stock.
Read your stock
The list has one row per title you've ever held:
| Column | What it shows |
|---|---|
| Title | The book. |
| ISBN | Its ISBN. |
| On hand | How many copies you hold now. |
A title stays on the list at 0 once you've given out every copy, so you can see what you've run out of.
Nobody types a number into this count. It's worked out from every movement of your books, listed below.
What changes the count
| What happens | What it does to On hand | Where it happens |
|---|---|---|
| The warehouse ships your self-stock request, in full or in part | Goes up by the copies shipped | Requests and Dispatch |
| You record titles under Titles sampled on a visit | Goes down by the copies sampled | Visits |
| You correct a visit's sampled titles | Recounts to match what the visit now says | Visits |
| The warehouse records a return of your own stock | Goes down by the copies returned | Dispatch, under Returns |
| An administrator cancels a return recorded in error | Goes back up by those copies | Dispatch, under Returns |
A school sampling request never changes your count: those books go straight from the warehouse to the school.
Get more copies
Raise a self-stock request on Requests. Once your manager and an administrator have signed it and the warehouse ships it, the copies appear here, a part shipment included.
You can't sample more than you hold
When you save a visit, SalesYatra checks each title under Titles sampled against your stock. If you're recording more copies than you hold, the visit isn't saved. The message names each title, how many you're carrying and how many you entered, and asks you to raise a self-stock request or correct the quantity.
Because a visit's samples are always recounted to match what the visit says, correcting a quantity on a visit you already saved puts the difference back on your stock.
Hand books back to the warehouse
You don't record a return yourself. The warehouse records it when the books arrive.
Get the copies back to the warehouse
Send or hand the copies to the warehouse. It helps to tell them which self-stock request the books came on.
The warehouse records the return
The dispatch team records it under Dispatch → Returns, against your self-stock request. They can take back only copies that went out on that request and haven't already come back.
Your count goes down
On hand drops by the copies returned, and you get a notification in the app and by email. Nothing is credited, because nothing was billed for specimen copies.
Only what you still hold can come back
The warehouse can't record more copies coming back from you than you still hold. Copies you've already sampled at schools came off your stock then, so they can't be returned a second time. If the parcel holds more than your count shows, the warehouse records what you hold.
Good to know
- This page shows only your own stock. Managers don't see their team's holdings here.
- My Stock is on the web portal only. The Android app doesn't show it, but the app's visit report takes samples off the same count.
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