Difference between revisions of "Creating a new stock status"
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Go to {{Menu|{{ST}}|Add or Edit Stock Items}}. | Go to {{Menu|{{ST}}|Add or Edit Stock Items}}. | ||
| − | * On {{DataPrompt|Filter on :}} either type in part of a stock code or a description and press {{KeyPress| | + | * On {{DataPrompt|Filter on :}} either type in part of a stock code or a description and press {{KeyPress|ENTER}} to find an existing stock code. |
**Press {{KeyPress|F5}} or click {{Button|Edit}} to enter the Stock Properties. | **Press {{KeyPress|F5}} or click {{Button|Edit}} to enter the Stock Properties. | ||
**Click on the {{Tab|Groups/Analysis}} tab. | **Click on the {{Tab|Groups/Analysis}} tab. | ||
| Line 14: | Line 14: | ||
* Type in a {{DataValue|Description}} for the status. | * 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. | * 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|text=Try to use contrasting colours ''(e.g. - {{FontColour|black|Yellow|Black text on a yellow background}}.}} | + | {{Tip|text=Try to use contrasting colours ''(e.g. - {{FontColour|black|Yellow|Black text on a yellow background}}.}} |
| − | * If this status is to be stamped as being {{DataPrompt|Historic:}}, you will need to click on the {{Tab|Settings}} tab and set {{DataPrompt|Historic:}} as {{DataValue|Yes}}. | + | * If this status is to be stamped as being {{DataPrompt|Historic:}}, you will need to click on the {{Tab|Settings}} tab and set {{DataPrompt|Historic:}} as {{DataValue|Yes}}. |
{{Information|text=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. }} | {{Information|text=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. | * 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| | + | *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 == | ||
* [[Creating a Stock Item]] | * [[Creating a Stock Item]] | ||
* [[Creating Stock Groups]] | * [[Creating Stock Groups]] | ||
| − | * [[Creating a New Stock Analysis Code]] | + | * [[Creating a New Stock Analysis Code]] |
* [[Creating a Vehicle Analysis Code]] | * [[Creating a Vehicle Analysis Code]] | ||
* [[Adding a Stock/Bin Location to a Stock Code]] | * [[Adding a Stock/Bin Location to a Stock Code]] | ||
* [[Selling Parts over the Counter]] | * [[Selling Parts over the Counter]] | ||
| − | {{KB_Tags|status, code, search, stock, reporting | + | {{KB_Tags|status, code, search, stock, reporting, take}} |
| − | {{KB_ST}} {{ZN_Admin}} | + | {{KB_ST}}{{ZN_Admin}} |
Revision as of 12:14, 21 December 2018
Summary
This article explains how to create a new stock status and assign them to a stock code in Stock Control.
More Information
Adding a stock status to stock codes can be helpful for reporting, searching, stock take and pricing purposes, e.g. OBS - 'Obsolete Stock'.
Go to " Stock Control Add or Edit Stock Items".
- On "Filter on :" either type in part of a stock code or a description and press <Enter> to find an existing stock 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.
The code can be up to 3 characters in length and should be alphanumeric. - 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.
| 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 [Settings] tab and set "Historic:" as 'Yes'.
 | 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 <Esc> and click [Accept].
See also
- Creating a Stock Item
- Creating Stock Groups
- Creating a New Stock Analysis Code
- Creating a Vehicle Analysis Code
- Adding a Stock/Bin Location to a Stock Code
- Selling Parts over the Counter
