Difference between revisions of "Creating stock groups"
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== Summary == | == Summary == | ||
| − | The following article explains how apply a Stock Group to a Stock Code and | + | The following article explains how to apply a Stock Group to a Stock Code and set up its parameters accordingly. |
== Additional Information == | == Additional Information == | ||
Select "Stock Control" -> "Add or Edit Stock Items". | Select "Stock Control" -> "Add or Edit Stock Items". | ||
| − | *This will take you to a search screen. Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or | + | *This will take you to a search screen. Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the description (e.g. NGK Spark plug). |
| − | *Click twice on the item | + | *Click twice on the item to which you want to add a Stock Group. |
*Click on the Groups/Analysis tab. | *Click on the Groups/Analysis tab. | ||
| − | *Enter a 3 | + | *Enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this part, e.g. {{DataValue|PTS}} for Parts. |
*Press {{KeyPress|S-F10}} to create the group. | *Press {{KeyPress|S-F10}} to create the group. | ||
| − | *Enter a | + | *Enter a description for the group in question, e.g. {{DataValue|Parts}}. |
*Click on the Parameters tab. | *Click on the Parameters tab. | ||
| − | * | + | *There are many entries on this screen but they are optional. If you wish to enter more than just the description then the most important is the sales centre. This allows the part in question to have a particular sales centre automatically assigned when sold e.g. 100 for Parts Sales or 150 for Accessories Sales. |
*Press {{KeyPress|Escape}}. | *Press {{KeyPress|Escape}}. | ||
*Then press {{KeyPress|Enter}} to save the settings. | *Then press {{KeyPress|Enter}} to save the settings. | ||
Revision as of 08:33, 1 July 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how to apply a Stock Group to a Stock Code and set up its parameters accordingly.
Additional Information
Select "Stock Control" -> "Add or Edit Stock Items".
- This will take you to a search screen. Type either the stock code of the item required (e.g. 'NGK1234') or the description (e.g. NGK Spark plug).
- Click twice on the item to which you want to add a Stock Group.
- Click on the Groups/Analysis tab.
- Enter a 3 character code in CAPITAL LETTERS for the group that you wish to attach to this part, e.g. 'PTS' for Parts.
- Press <Shift+F10> to create the group.
- Enter a description for the group in question, e.g. 'Parts'.
- Click on the Parameters tab.
- There are many entries on this screen but they are optional. If you wish to enter more than just the description then the most important is the sales centre. This allows the part in question to have a particular sales centre automatically assigned when sold e.g. 100 for Parts Sales or 150 for Accessories Sales.
- Press <Esc>.
- Then press <Enter> to save the settings.
- Finally press <Esc> to return to Stock Properties.
 | Structure: When creating your stock groups, it is important to have a written procedure laid down for designing these groups that everyone follows so that there is consistency and structure. |
See also
- Creating a Stock Item
- Adding a Stock/Bin Location to a Stock Code
- Adding Supplier Information to a Stock Code
- Adding a Reorder Level to a Stock Code
- Adding a Maximum Level to a Stock Code
- Linking a Supplier Barcode to a Stock Item
