Difference between revisions of "How do I load a shadow part into the main parts file?"
From Catalyst
Tim Laundon (talk | contribs) (Created page with "{{Review}} ==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 sh...") |
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{{Review}} | {{Review}} | ||
| − | ==Summary== | + | == Summary == |
The following article explains how you bring a part from the shadow file into your live stock file. | The following article explains how you bring a part from the shadow file into your live stock file. | ||
| − | ==More Information== | + | == 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 you live stock file. | 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 you live stock file. | ||
| − | *[[Selling stock in point of sale|When adding stock items in Point of Sale]] | + | * [[Selling stock in point of sale|When adding stock items in Point of Sale]] |
| − | *[[Selling stock in Invoicing and Customer Orders|When adding stock items in Invoicing & Customer Orders]] | + | * [[Selling stock in Invoicing and Customer Orders|When adding stock items in Invoicing & Customer Orders]] |
| − | *[[How do I add parts to a workshop job?|When adding parts to a workshop job]] | + | * [[How do I add parts to a workshop job?|When adding parts to a workshop job]] |
| − | *[[Creating a purchase order|When creating a purchase order]] | + | * [[Creating a purchase order|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: | 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: | ||
| − | *{{KeyPress| | + | *{{KeyPress|S-F2}}This option copies the stock item into your live stock file and closes the popup window. |
| − | *{{KeyPress| | + | *{{KeyPress|S-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 | + | == See also == |
| − | *[[Selling stock in point of sale]] | + | * [[Selling stock in point of sale]] |
| − | *[[Selling stock in Invoicing and Customer Orders]] | + | * [[Selling stock in Invoicing and Customer Orders]] |
| − | *[[How do I add parts to a workshop job?]] | + | * [[How do I add parts to a workshop job?]] |
| − | *[[Creating a purchase order]] | + | * [[Creating a purchase order]] |
| − | *[[How do I Set up a Shadow File Price Escalation?]] | + | * [[How do I Set up a Shadow File Price Escalation?]] |
| − | *[[What is a Shadow Stock code?]] | + | * [[What is a Shadow Stock code?]] |
| − | *[[Parts Files]] | + | * [[Parts Files]] |
{{KB_Tags|shadow stock file, version, copy, pricetape, price, tape, pricefile}} | {{KB_Tags|shadow stock file, version, copy, pricetape, price, tape, pricefile}} | ||
| + | {{How}} | ||
Revision as of 05:30, 17 September 2019
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 you 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 in 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
