How do I convert a batched item into a unit?

Summary

In order to carry out a workshop job on a batched or serial part, you will need to convert it into a unit record.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

Having sold a batched item to a customer you may then create a workshop job to carry out work on the item, e.g. a service on a chainsaw. Unit records allow you to store workshop history so you can easily look back on work carried out on the item.

Having sold a batched item to a customer, create a workshop job as usual.

• Having entered the customer in the "Keeper" field, move to the "Unit" field.
• Press <Alt+F10>.
• A list of batched stock sold to the customer will be shown. This defaults to items sold in the last 5 years.
• Select the item to convert into a unit and click [Choose].
• The next automatic unit stock number is assigned to the item.
  • The item description is used to complete the unit "description" fields.
  • The stock code is recorded in the 4th "description" line
  • The batch number is recorded in the "VIN", "Chassis" and "Notes" fields.
• If you wish to view or amend the unit record, press <Shift+F10> on the "unit".

Continue with the workshop job as usual.

See also

• How do I Sell Batched Stock Lines?
• Creating workshop jobs
• How do I search for a workshop job?
• How do I view detailed unit history?

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