How do I load a shadow part into the main parts file?

Summary

The following article explains how you bring a part from the shadow file into your live stock file.

More Information

If you have one of the many shadow files installed on your Platinum system, there are several ways in which the stock records can be transferred into your live stock file.

• When adding stock items in Point of Sale
• When adding stock items in Invoicing & Customer Orders
• When adding parts to a workshop job
• When creating a purchase order

In the stock code field in the relevant part of Platinum, type in the stock code you need. If it exists in the shadow file then you get a popup window. You now have 2 main options:

• <Shift+F2>This option copies the stock item into your live stock file and closes the popup window.
• <Shift+F5>This option copies the stock item to your live stock file and also lets you edit the item on the way in so you can add a group or location for example.

See also

• Selling stock at point of sale
• Selling stock in Invoicing and Customer Orders
• How do I add parts to a workshop job?
• Creating a purchase order
• How do I Set up a Shadow File Price Escalation?
• What is a Shadow Stock code?
• Parts Files

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Keywords AND Misspellings

shadow stock file, version, copy, pricetape, price, tape, pricefile