Difference between revisions of "Creating a stock item"
From Catalyst
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| + | *[Creating a Stock Item] | ||
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{{Review}} {{Incomplete}} | {{Review}} {{Incomplete}} | ||
== Summary == | == Summary == | ||
| − | The following article outlines how to enter all the recommended information onto a stock code | + | The following article outlines how to create a stock code for a part and enter all the recommended information onto a stock code |
== Additional Information == | == Additional Information == | ||
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== Groups/Analysis Tab == | == Groups/Analysis Tab == | ||
| + | === Grouping === | ||
| + | *Enter the Group this item falls into. | ||
| + | {{Note|text=Usually this would be '''PAR''' – Parts, '''ACC''' – Accessories or '''CLO''' – Clothing but you may have a different structure to this. Various reports can be produced based on this group field, e.g. Reorder Reports or Stock Takes so it is handy to put similar items into a group.}} | ||
| + | *To choose from a list of groups press {{KeyPress|Ctrl+F1.}} then {{KeyPress|Enter}}. Highlight the appropriate group then click on {{Button|Choose}} or press {{KeyPress|+F2}} | ||
| + | *To create a new group enter the code to use and press {{KeyPress|Shift+F10}}. Enter a description for the group then press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save it. | ||
| + | |||
| + | === Analysis === | ||
| + | The analysis codes are another way of grouping common items together. If you put a letter in Analysis 1 then put the same letter in Analysis 1 on another stock item they would have a common link, which could be reported on, e.g. you could link all Genuine items together by attaching a code to them. | ||
| + | |||
| + | *Move to the appropriate Analysis field then enter the code to use. | ||
| + | *To choose from a list of codes press {{KeyPress|Ctrl+F1}} then {{KeyPress|Enter}}. Highlight the appropriate code then click on {{Button|Choose}} or press {{KeyPress|F2}}. | ||
| + | *To create a new code, enter the single character to use. Please note this field is case sensitive so you can use the alphabet twice (upper and lower case), numbers 0-9 or characters. | ||
| + | *Press {{KeyPress|Shift+F10}}. Enter a description for the code then press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save it. The example below shows an item, which has been classed as a Genuine Part, it is a Fast Moving, Current Stock Item. All of these characteristics have been defined using the Group field and three different analysis codes. | ||
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| + | == Invoicing Tab == | ||
| + | |||
| + | === Defaults === | ||
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| + | == Saving your new part number == | ||
*When you have finished creating a new part, either press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save the record or click on {{Button|Done}} (which will appear on the bottom right corner of your screen) then {{Button|Accept}} | *When you have finished creating a new part, either press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save the record or click on {{Button|Done}} (which will appear on the bottom right corner of your screen) then {{Button|Accept}} | ||
| − | + | {{KB_Tags|Creating, Stock, Code, Part, Number}} | |
| − | + | {{KB_ST}} {{ZN_PartsCounter}} {{ZN_WorkshopManager}} | |
Revision as of 09:49, 14 May 2008
- [Creating a Stock Item]
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
The following article outlines how to create a stock code for a part and enter all the recommended information onto a stock code
Additional Information
- From the Stock Control option select Add or Edit Stock Items.
- This will take you to a search screen on which press <F6> or Click the [New] Button
 | The main fields and settings for creating a new part number are contained on these 6 tabbed pages. You may move around these pages by pressing <PageUp> and <PageDown> or by clicking on a page heading. Within the pages you may use <Enter> or your arrow keys to move between fields while <Tab/Shift+Tab> will move your cursor within a line, e.g. to edit part of a description line. |
Details Tab
Descriptions
- Enter your part number and press <Enter>
- Enter the description of the item. Press <Enter> to move through the remaining fields and enter any extra information you require.
Pricing
- Enter your recommended retail price excluding VAT. Alternatively enter the price including VAT and press <F2> to calculate the Net price.
- Enter your standard Cost Price.
| In both cases you are not restricted to these prices. You may alter the selling price at the point of invoice. The cost price can be set per supplier as you book the item into stock. |
- Press <Enter> to move through the Units field.
Notes
- You may enter up to 5 lines of notes about an item. If you need to add more notes press <Ctrl+F8.>
Groups/Analysis Tab
Grouping
- Enter the Group this item falls into.
| Usually this would be PAR – Parts, ACC – Accessories or CLO – Clothing but you may have a different structure to this. Various reports can be produced based on this group field, e.g. Reorder Reports or Stock Takes so it is handy to put similar items into a group. |
- To choose from a list of groups press <Ctrl+F1.> then <Enter>. Highlight the appropriate group then click on [Choose] or press <+F2>
- To create a new group enter the code to use and press <Shift+F10>. Enter a description for the group then press <Esc> and <Enter> to save it.
Analysis
The analysis codes are another way of grouping common items together. If you put a letter in Analysis 1 then put the same letter in Analysis 1 on another stock item they would have a common link, which could be reported on, e.g. you could link all Genuine items together by attaching a code to them.
- Move to the appropriate Analysis field then enter the code to use.
- To choose from a list of codes press <Ctrl+F1> then <Enter>. Highlight the appropriate code then click on [Choose] or press <F2>.
- To create a new code, enter the single character to use. Please note this field is case sensitive so you can use the alphabet twice (upper and lower case), numbers 0-9 or characters.
- Press <Shift+F10>. Enter a description for the code then press <Esc> and <Enter> to save it. The example below shows an item, which has been classed as a Genuine Part, it is a Fast Moving, Current Stock Item. All of these characteristics have been defined using the Group field and three different analysis codes.
Invoicing Tab
Defaults
Saving your new part number
- When you have finished creating a new part, either press <Esc> and <Enter> to save the record or click on [Done] (which will appear on the bottom right corner of your screen) then [Accept]
