Difference between revisions of "How do I set up Mandatory Attributes?"
From Catalyst
(→See also) |
(Bulk update) |
||
| (6 intermediate revisions by 3 users not shown) | |||
| Line 7: | Line 7: | ||
* Customer Attributes | * Customer Attributes | ||
* Supplier Attributes | * Supplier Attributes | ||
| − | * | + | * {{ST}} Attributes |
| − | * | + | * {{WS}} Job Types |
| − | * | + | * {{SP}} Interests |
| − | * | + | * {{VS}} Features |
=== Set Up === | === Set Up === | ||
| − | While editing an attribute, go to the " | + | While editing an attribute, go to the "Settings" tab and from {{DataPrompt|Category:}}, use {{KeyPress|S-F10}} to edit that category. |
| − | * From here you will need to move to the " | + | * From here you will need to move to the "Settings" tab again and set {{DataPrompt|Mandatory?:}} to {{DataValue|Yes}}. |
=== Using === | === Using === | ||
| Line 21: | Line 21: | ||
Should any mandatory category not have allocated attributes/types/interests you will be given the opportunity to allocate before any changes are saved. | Should any mandatory category not have allocated attributes/types/interests you will be given the opportunity to allocate before any changes are saved. | ||
| − | == See | + | == See also == |
* [[How do I find a stock code?]] | * [[How do I find a stock code?]] | ||
| − | * [[Creating a | + | * [[Creating a stock item]] |
| − | * [[Stock | + | * [[Stock attributes]] |
| − | * [[How do I set up | + | * [[How do I set up customer/supplier attributes?]] |
| − | * [[How do I add a new | + | * [[How do I add a new stock attribute?]] |
| − | {{KB_Tags| | + | {{KB_Tags|mandatory, attrib, attributes}} |
| − | {{Hint}} {{ZN_Admin}} | + | {{How}}{{Hint}}{{ZN_Admin}} |
Latest revision as of 05:35, 19 June 2019
Summary
This article explains how to setup mandatory attributes.
More Information
Attributes can be divided into Categories and these categories can made mandatory so that one of the attributes in the category has to be chosen.
- Customer Attributes
- Supplier Attributes
- Stock Control Attributes
- Workshop Job Types
- Sales Prospecting Interests
- Unit Sales Features
Set Up
While editing an attribute, go to the "Settings" tab and from "Category:", use <Shift+F10> to edit that category.
- From here you will need to move to the "Settings" tab again and set "Mandatory?:" to 'Yes'.
Using
While amending an item from a "Property" screen that has Attributes (see above) and one (or more) of the available categories is mandatory, Platinum will check that you have allocated at least one attribute against any category that is mandatory.
Should any mandatory category not have allocated attributes/types/interests you will be given the opportunity to allocate before any changes are saved.
See also
- How do I find a stock code?
- Creating a stock item
- Stock attributes
- How do I set up customer/supplier attributes?
- How do I add a new stock attribute?
