Difference between revisions of "Creating stock groups"
From Catalyst
m (→See also) |
m (→Additional Information) |
||
| Line 8: | Line 8: | ||
*This will take you to a search screen. Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the the description (e.g. NGK Spark plug). | *This will take you to a search screen. Type either the stock code of the item required (e.g. {{DataValue|NGK1234}}) or the the description (e.g. NGK Spark plug). | ||
*Click twice on the item for which you want to add a Stock Group to. | *Click twice on the item for which you want to add a Stock Group to. | ||
| − | *Click on the Groups/Analysis | + | *Click on the Groups/Analysis tab. |
| − | *Enter a 3 Character Code in CAPITAL LETTERS for the group you wish to attach this part to e.g. PTS for Parts | + | *Enter a 3 Character Code in CAPITAL LETTERS for the group you wish to attach this part to e.g. {{DataValue|PTS}} for Parts. |
| − | *Press {{KeyPress|S-F10}} to create the group | + | *Press {{KeyPress|S-F10}} to create the group. |
| − | *Enter a valid description for the group in question e.g. Parts for PTS | + | *Enter a valid description for the group in question e.g. Parts for {{DataValue|PTS}}. |
| − | *Click on the Parameters tab | + | *Click on the Parameters tab. |
*Although there are many entries on this screen and they are optional. If you wish to enter more than just the description 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 Parts Sales or 150 for accessories Sales. | *Although there are many entries on this screen and they are optional. If you wish to enter more than just the description 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 Parts Sales or 150 for accessories Sales. | ||
*Press {{KeyPress|Escape}}. | *Press {{KeyPress|Escape}}. | ||
| Line 18: | Line 18: | ||
*Finally press {{KeyPress|Escape}} to return to Stock Properties. | *Finally press {{KeyPress|Escape}} to return to Stock Properties. | ||
| − | {{Note|text= | + | {{Note|title=Structure|text= |
| + | 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 == | == See also == | ||
Revision as of 09:39, 30 June 2008
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The following article explains how apply a Stock Group to a Stock Code and setup it 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 the description (e.g. NGK Spark plug).
- Click twice on the item for which you want to add a Stock Group to.
- Click on the Groups/Analysis tab.
- Enter a 3 Character Code in CAPITAL LETTERS for the group you wish to attach this part to e.g. 'PTS' for Parts.
- Press <Shift+F10> to create the group.
- Enter a valid description for the group in question e.g. Parts for 'PTS'.
- Click on the Parameters tab.
- Although there are many entries on this screen and they are optional. If you wish to enter more than just the description 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 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
