Difference between revisions of "How do I delete a stock code?"

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(Created page with "{{Incomplete}} == Summary == This article explains how to a stock code. There may be instances whereby you wish to delete certain stock codes or a range of stock codes in your s...")
 
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== Summary ==
 
== Summary ==
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This article explains how to a stock code. There may be instances whereby you wish to delete certain stock codes or a range of stock codes in your system.
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This article explains how to delete a stock code. There may be circumstances whereby you wish to delete certain stock codes or a range of stock codes in your system.
  
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{{Example|title=E.G.|text=Obsolete\Dead stock i.e. items that have been in your system for years and have a zero stock level that you know you will not sell again.}}
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{{Example|text=Obsolete\Dead stock i.e. items that have been in your system for years and have a zero stock level that you know you will not sell again. You should be careful not to remove stock items that have moved in the last two or three years since this may remove valuable audit and comparison information.}}
  
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{{Information|title=Important Information|text=You cannot delete a stock code unless the stock level is zero and it has no history, see [[How do I Cleardown the History on a Stock Code?|here]] for help on how to cleardown history.}}
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{{Warning|text='''WARNING No 1''' - A stock code cannot be removed if it '''A.''' has a stock level and\or '''B.''' Has stock history connected to it. For help on changing the stock level of an item, see [[How do I do a stock take?|here]] and if you need help clearing down the history of an item, see [[How do I clear down stock history?|this]] article.}}
  
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{{Warning|title=WARNING No 1|text=A stock code cannot be removed if it '''A.''' has a stock level and\or '''B.''' Has stock history connected to it. For help on changing a stock level to an item see [How do I do a Stock Take in Platinum?|Here] and if you need help clearing down the history of an item view [[How do I Cleardown the History on a Stock Code?|This]] article.}}
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{{Warning|text='''WARNING No 2''' - Once a stock code has been removed it '''CANNOT''' be retrieved, '''USE WITH CAUTION'''.}}
  
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{{Warning|title=WARNING No 2|text=Once a stock code has been removed it '''CANNOT''' be retrieved, '''USE WITH CAUTION'''.}}
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== More Information ==
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* Go to {{Menu|{{ST}}|Add or Edit Stock Items}}.
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* Using the search, find the stock code you wish to delete.
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{{Information|text=You should be VERY sure that you want to remove this item. Anything sold, purchased or adjusted in the current financial year should not be removed since this may have implications for the accounts department.}}
  
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== More Information ==
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* Click {{Button|Remove}}.
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* Go to {{Menu|Systems|{{ST}}|Add and Edit Stock Items}}.
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* At the {{DataPrompt|Are you sure you want to delete?}} box, if you are sure, click {{Button|Yes}}.
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* Using the search find the stock code you wish to delete.
 
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* Click {{Button|Remove}}
 
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* At the {{DataPrompt|Are you sure you want to delete?}} box once sure, click {{Button|Yes}}
 
  
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{{Information|title=Important Information|text=If you get a box Headed{{DataPrompt|Unable to Delete}} saying {{DataValue|You are unable to delete this stock item as items have been found at depot....}} you will have to zero the stock level of the item to be able to delete, you can do this by clicking [[How do I do a Stock Take in Platinum?|Here]].}}
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{{Information|text=If you get a box headed {{DataPrompt|Unable to Delete}} saying {{DataValue|You are unable to delete this stock item as items have been found at depot....}} you will have to [[How do I do a stock take?|zero]] the stock level of the item to be able to delete.}}
  
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{{Information|title=Important Information|text=If you get a box Headed {{DataPrompt|Stock Code Found}} saying {{DataValue|This Stock Code in the order processing Sales\Purchase Order number....}} there are outstanding orders for the item that should be dealt with before the system will allow you to delete. You can do this by clicking [[Processing a Sales Order|Here.]] for sales or [[Processing a Purchase Order|Here.]] for purchase orders.}}
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{{Information|text=If you get a box headed {{DataPrompt|Stock Code Found}} saying {{DataValue|This Stock Code is in the order processing Sales\Purchase Order number....}} there are outstanding orders for the item that should be dealt with before the system will allow you to delete. You can do this by clicking [[Processing a Sales Order|here]] for Sales Orders or [[Processing a Purchase Order|here]] for Purchase Orders.}}
  
 
== See also ==
 
== See also ==
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* [[How do I Delete a Range of Stock Codes?]]
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* [[How do I delete a range of stock?]]
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* [[How do I Cleardown the History on a Stock Code?]]
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* [[How do I clear down stock history?]]
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* [[How do I do a Stock Take in Platinum?]]
 
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* [[Processing a Purchase Order]]
 
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* [[Processing a Sales Order]]
 
  
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{{KB_Tags|CLEARDOWN, CLEAR, DOWN, REMOVE, STOCK, PART, STOCK CODE, SALES, OBSOLETE, AGED, DELETE}}
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{{KB_Tags|cleardown, clear, down, remove, stock, part, stock code, sales, obsolete, aged, delete}}
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{{KB_ST}} {{ZN_Admin}}
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{{How}}{{KB_ST}}{{ZN_Admin}}

Latest revision as of 17:18, 6 December 2022

Summary

This article explains how to delete a stock code. There may be circumstances whereby you wish to delete certain stock codes or a range of stock codes in your system.

Obsolete\Dead stock i.e. items that have been in your system for years and have a zero stock level that you know you will not sell again. You should be careful not to remove stock items that have moved in the last two or three years since this may remove valuable audit and comparison information.
WARNING No 1 - A stock code cannot be removed if it A. has a stock level and\or B. Has stock history connected to it. For help on changing the stock level of an item, see here and if you need help clearing down the history of an item, see this article.
WARNING No 2 - Once a stock code has been removed it CANNOT be retrieved, USE WITH CAUTION.

More Information

  • Go to " Stock Control Add or Edit Stock Items".
  • Using the search, find the stock code you wish to delete.
You should be VERY sure that you want to remove this item. Anything sold, purchased or adjusted in the current financial year should not be removed since this may have implications for the accounts department.
  • Click [Remove].
  • At the "Are you sure you want to delete?" box, if you are sure, click [Yes].
If you get a box headed "Unable to Delete" saying 'You are unable to delete this stock item as items have been found at depot....' you will have to zero the stock level of the item to be able to delete.
If you get a box headed "Stock Code Found" saying 'This Stock Code is in the order processing Sales\Purchase Order number....' there are outstanding orders for the item that should be dealt with before the system will allow you to delete. You can do this by clicking here for Sales Orders or here for Purchase Orders.

See also


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Keywords AND Misspellings
cleardown, clear, down, remove, stock, part, stock code, sales, obsolete, aged, delete
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