Difference between revisions of "How do I Rename a Stock Code?"

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(→‎Renaming)
 
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== Summary ==
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There is an option within Platinum to have the ability to rename a Stock Code after it has been created.
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There is an option within Platinum to have the ability to rename a {{DataPrompt|Stock Code}} after it has been created.
  
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=== In Detail ===
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== More Information ==
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Go to "Stock Control" -> "Add or Edit Stock Items" and [[How do I find a stock code?|search]] for the stock code you wish to rename.
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=== Renaming ===
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*Once found, click {{KeyPress|Edit}} to get into the stock code record.
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Go to {{Menu|{{ST}}|Add or Edit Stock Items}} and [[How do I find a stock code?|search]] for the stock code you wish to rename.
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*{{KeyPress|Click}} into the {{DataPrompt|Stock:}} field.
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* Click {{Button|Edit}} on the stock item you want to re-name
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*Press {{KeyPress|F9}}.  This brings up the Rename Stock Code dialog box.
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* You will find your cursor in the {{DataPrompt|Description}} field.
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*Press {{KeyPress|Enter}} to get into the {{DataPrompt|New Stock Code:}} field.
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* Click back onto the {{DataPrompt|Stock Number}} which is at the top of your screen.
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*Enter in your new Stock Code and press {{KeyPress|Enter}} and click {{KeyPress|Yes}}.
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* Press {{KeyPress|F9}}.
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*Once the renaming has completed, press {{KeyPress|Escape}} to exit.
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*From {{DataPrompt|New Stock Code:}} enter your new stock code for this item.
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*Enter in your new stock code and press {{KeyPress|ENTER}} and click {{Button|Yes}}.
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*Once the renaming has completed, press {{KeyPress|ESC}} to exit.
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{{Tip|text=The system will only have the rename option from {{Menu|{{ST}}|Add or Edit Stock Items}}. You cannot rename a stock code from anywhere else within the system.}}
  
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== See Also ==
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=== Merging ===
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*[[How do I find a stock code?]]
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* If you select an existing stock code for the rename you will be asked to confirm that you want to merge the two stock codes (Depot quantities, prices and history will all be merged. Any existing prices will ''NOT'' be overwritten).
  
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{{FAQ}}{{KB_Tags|rename, stock}}{{KB_ST}}
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== See also ==
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* [[How do I Create a Range of Stock?]]
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* [[How do I Copy a Stock Code?]]
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* [[How do I delete a stock code?]]
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* [[Creating a stock item]]
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{{KB_Tags|rename, merge, stock code, merging}}
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{{FAQ}}{{How}}{{KB_ST}}

Latest revision as of 13:46, 9 January 2023

Summary

There is an option within Platinum to have the ability to rename a "Stock Code" after it has been created.

More Information

Renaming

Go to " Stock Control Add or Edit Stock Items" and search for the stock code you wish to rename.

  • Click [Edit] on the stock item you want to re-name
  • You will find your cursor in the "Description" field.
  • Click back onto the "Stock Number" which is at the top of your screen.
  • Press <F9>.
  • From "New Stock Code:" enter your new stock code for this item.
  • Enter in your new stock code and press <Enter> and click [Yes].
  • Once the renaming has completed, press <Esc> to exit.
The system will only have the rename option from " Stock Control Add or Edit Stock Items". You cannot rename a stock code from anywhere else within the system.

Merging

  • If you select an existing stock code for the rename you will be asked to confirm that you want to merge the two stock codes (Depot quantities, prices and history will all be merged. Any existing prices will NOT be overwritten).

See also


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Keywords AND Misspellings
rename, merge, stock code, merging
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