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

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== Summary ==
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.
  
=== In Detail ===
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== More Information ==
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=== Renaming ===
 
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.
 
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.
*Once found, click {{KeyPress|Edit}} to get into the stock code record.
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*Select the stock you want to re-code and from {{DataPrompt|Stock:}} press {{KeyPress|F9}}.
*{{KeyPress|Click}} into the {{DataPrompt|Stock:}} field.
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*From {{DataPrompt|New Stock Code:}} enter your new stock code for this item.
*Press {{KeyPress|F9}}.  This brings up the Rename Stock Code dialog box.
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*Enter in your new stock code and press {{KeyPress|Enter}} and click {{Button|Yes}}.
*Press {{KeyPress|Enter}} to get into the {{DataPrompt|New Stock Code:}} field.
 
*Enter in your new Stock Code and press {{KeyPress|Enter}} and click {{KeyPress|Yes}}.
 
 
*Once the renaming has completed, press {{KeyPress|Escape}} to exit.
 
*Once the renaming has completed, press {{KeyPress|Escape}} to exit.
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=== Merging ===
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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).
  
 
== See Also ==
 
== See Also ==
 
*[[How do I find a stock code?]]
 
*[[How do I find a stock code?]]
  
{{FAQ}}{{KB_Tags|rename, stock}}{{KB_ST}}
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{{FAQ}}{{KB_Tags|rename, stock code, merging}}{{KB_ST}}

Revision as of 09:49, 23 June 2009

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.

  • Select the stock you want to re-code and from "Stock:" 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.

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, stock code, merging