Difference between revisions of "Creating a stock item"
From Catalyst
(New page: *[Creating a Stock Item] {{Review}} {{Incomplete}} == Summary == The following article outlines how to enter all the recommended information onto a stock code == Additional Information...) |
|||
| Line 10: | Line 10: | ||
*From the '''Stock Control''' option select '''Add or Edit Stock Items'''. | *From the '''Stock Control''' option select '''Add or Edit Stock Items'''. | ||
| − | *This will take you to a search screen on which press {{KeyPress|F6}} or Click the | + | *This will take you to a search screen on which press {{KeyPress|F6}} or Click the {{Button|New}} Button |
| − | {{Note|text=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 {{KeyPress|PageUp}} and {{KeyPress|PageDown}} or by clicking on a page heading. Within the pages you may use {{KeyPress|Enter}} or your arrow keys to move between fields while {{KeyPress|Tab/Shift+Tab}} will move your cursor within a line, e.g. to edit part of a description line. When you have finished creating a new part, either press {{KeyPress|Escape}} and {{KeyPress|Enter}} to save the record or click on | + | {{Note|text=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 {{KeyPress|PageUp}} and {{KeyPress|PageDown}} or by clicking on a page heading. Within the pages you may use {{KeyPress|Enter}} or your arrow keys to move between fields while {{KeyPress|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 {{KeyPress|Enter}} | ||
| + | *Enter the description of the item. Press {{KeyPress|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 {{KeyPress|F2}} to calculate the Net price. | ||
| + | *Enter your standard Cost Price. | ||
| + | {{Note|text=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 {{KeyPress|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 {{KeyPress|Ctrl+F8.}} | ||
| + | |||
| + | == Groups/Analysis Tab == | ||
| + | |||
| + | *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}} | ||
== See also == | == See also == | ||
| + | *[[ ]] | ||
Revision as of 16:44, 13 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 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
- 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]
See also
- [[ ]]
