Difference between revisions of "Creating a new stock status"
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== More Information == | == More Information == | ||
| − | + | Adding stock status to stock codes can be helpful for reporting, stock take and pricing purposes, to give but a few examples ''(e.g. Indicating OB - obsolete stock)''. | |
| − | * | + | |
| − | {{ | + | To Create a "Stock Status" and assign it to a stock code you will need to go to {{Menu|Stock Control|Add or Edit Stock Items}}. |
| − | * Click on the {{DataPrompt|Status}} | + | * On {{DataPrompt|Filter on :}} either type in a part of a stock code or a description to find an existing code.}} |
| − | * Type a | + | **Press {{KeyPress|F5}} or click {{Button|Edit}} to enter the ''Stock Properties". |
| − | * Press {{KeyPress|S-F10}}. This will take you to the | + | **Click on the {{Tab|Groups/Analysis}} tab. |
| − | * Type in a | + | **Click on the {{DataPrompt|Status:}} box. |
| − | * You will also see | + | * Type a {{DataValue|unique}} character code that relates to the status you require.{{Tip|iconsize=small|title=Tip|text= The code can be up to 3 characters in length and should be alpha-numerical.}} |
| − | {{Tip|title=Tip|text= | + | * Press {{KeyPress|S-F10}}. This will take you to the ''"Stock Status Properties"''. |
| − | * Click {{Button|Done}}. | + | * Type in a {{DataValue|description}} for the status. |
| + | * You will also see {{DataPrompt|Text:}} and {{DataPrompt|Background}} tick boxes where you can assign colours for your status. - ''These are optional but useful in most cases''. | ||
| + | {{Tip|iconsize=small|title=Tip|text= Try to use contrasting colours ''(e.g. - <span style="background-color:rgb(255, 255, 0); color:black;">Black text on a yellow background.</span>)}} | ||
| + | * If this status is to be stamped as being "Historic", you will need to click on the {{Tab|Parameters}} tab and set {{DataPrompt|Historic:}} as {{DataValue|Yes}}. {{Information|iconsize=small|title=Information| Stock items marked with a historic status will not be listed in searches for stock lines in the sales areas of the software. The purpose of this feature is to discourage the sale of stock items which are obsolete or otherwise no longer sold. }} | ||
| + | * Click {{Button|Done}} and click {{Button|Accept}} to create the new status. | ||
| + | |||
| + | This will now show the {{DataValue|description}} of the stock status in the {{DataPrompt|Status:}} field on the {{Tab|Groups/Analysis}} tab in the ''"Stock Properties"''. To assign the status simply press {{KeyPress|Esc}] and click {{Button|Accept}}. | ||
== See also == | == See also == | ||
Revision as of 15:21, 29 July 2013
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Summary
This article explains how to create a new stock status and assign them to a stock code.
More Information
Adding stock status to stock codes can be helpful for reporting, stock take and pricing purposes, to give but a few examples (e.g. Indicating OB - obsolete stock).
To Create a "Stock Status" and assign it to a stock code you will need to go to " Stock Control Add or Edit Stock Items".
- On "Filter on :" either type in a part of a stock code or a description to find an existing code.}}
- Press <F5> or click [Edit] to enter the Stock Properties".
- Click on the [Groups/Analysis] tab.
- Click on the "Status:" box.
- Type a 'unique' character code that relates to the status you require.
Tip: The code can be up to 3 characters in length and should be alpha-numerical. - Press <Shift+F10>. This will take you to the "Stock Status Properties".
- Type in a 'description' for the status.
- You will also see "Text:" and "Background" tick boxes where you can assign colours for your status. - These are optional but useful in most cases.
| Tip: Try to use contrasting colours (e.g. - Black text on a yellow background.) |
- If this status is to be stamped as being "Historic", you will need to click on the [Parameters] tab and set "Historic:" as 'Yes'.
Information: Stock items marked with a historic status will not be listed in searches for stock lines in the sales areas of the software. The purpose of this feature is to discourage the sale of stock items which are obsolete or otherwise no longer sold. - Click [Done] and click [Accept] to create the new status.
This will now show the 'description' of the stock status in the "Status:" field on the [Groups/Analysis] tab in the "Stock Properties". To assign the status simply press {{KeyPress|Esc}] and click [Accept].
See also
- Getting Started - Stock Control
- How do I find a stock code?
- Creating a Stock Item
- Creating Stock Groups
- Creating a New Stock Analysis Code
- Adding a Stock/Bin Location to a Stock Code
- How do I Set up Price Codes?
- How do I do a Stock Take in Platinum?
- Selling Parts over the Counter
- Selling Stock at Point of Sale
