Difference between revisions of "Creating a new stock status"

From Catalyst
Jump to: navigation, search
(→‎Summary)
(Bulk update)
 
(24 intermediate revisions by 6 users not shown)
Line 1: Line 1:
−
{{Incomplete}}
 
−
 
 
== Summary ==
 
== Summary ==
−
This article explains how to create a new stock status and assign them to a stock code.
+
This article explains how to create a new stock status and assign them to a stock code in {{ST}}.
  
 
== More Information ==
 
== More Information ==
−
Select {{Menu|Stock Control|Add or Edit Stock Items}}.
+
Adding a stock status to stock codes can be helpful for reporting, searching, stock take and pricing purposes, e.g. OBS - {{DataValue|Obsolete Stock}}.
−
* This will take you to a search screen. Press {{KeyPress|F6}} or click the {{Button|New}} button.
+
 
−
{{Tip|title=Tip|text= Or you can type in a part of a stock code or description to find an existing code.}}
+
Go to {{Menu|{{ST}}|Add or Edit Stock Items}}.
−
* Click on the {{DataPrompt|Status}} Box.
+
* 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.
−
* Type a 3 Character code in capitals that relates to the status you require.
+
**Press {{KeyPress|F5}} or click {{Button|Edit}} to enter the Stock Properties.
−
* Press {{KeyPress|S-F10}}. This will take you to the {{DataPrompt|Stock Status Properties}}.
+
**Click on the {{DataPrompt|Status:}} box.
−
* Type in a Description for the status.
+
* Type a {{DataValue|unique}} character code that relates to the status you require.{{Tip|text=The code can be up to 3 characters in length and should be alphanumeric.}}
−
* You will also see "Background" and "Foreground" colours for your status - These are optional but useful in some cases.
+
* Press {{KeyPress|S-F10}}. This will take you to the Stock Status Properties.
−
{{Tip|title=Tip|text= If you give your account status High contrast colours, for example Black text on a yellow background it will make the warning message stand out and also highlight any account with these colours on any account searches you do, making them easier to spot.}}
+
* Type in a {{DataValue|Description}} for the status.
−
* Click {{Button|Done}}.
+
* 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}}.}}
 +
* 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. }}
 +
 
 +
* 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 in the Stock Properties.
 +
* Click {{Button|Done}} and {{Button|Accept}}.
  
 
== See also ==
 
== See also ==
−
* [[Getting Started - Stock Control]]
+
* [[Creating a stock item]]
−
* [[How do I find a stock code?]]
+
* [[How do I mark a stock item as historic?]]
−
* [[Creating a Stock Item]]
+
* [[Selling parts over the counter]]
−
* [[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]]
 
  
−
{{KB_Tags|status, code, search, stock, reporting, stock, take,|}}
+
{{KB_Tags|status, code, search, stock, reporting, take, obsolete, old stock, dead stock}}
−
{{KB_ST}} {{ZN_Admin}}
+
{{KB_ST}}{{ZN_Admin}}

Latest revision as of 05:20, 16 September 2021

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 "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 in the Stock Properties.
  • Click [Done] and [Accept].

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
status, code, search, stock, reporting, take, obsolete, old stock, dead stock
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Creating_a_new_stock_status&oldid=43057"