Difference between revisions of "How do I load a shadow part into the main parts file?"
From Catalyst
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== Summary == | == Summary == | ||
| − | The following article explains how | + | The following article explains how to bring a part from the shadow file into your live stock file. |
== More Information == | == More Information == | ||
| − | If you have | + | Platinum has a live stock file and a shadow stock file. The shadow stock file contains complete manufacturer stock, while the live stock file contains the items that you have stocked. |
| + | If you have shadow files installed on your Platinum system, there are several ways in which the stock records can be transferred into your live stock file. | ||
* [[Selling stock at point of sale|When adding stock items in Point of Sale]] | * [[Selling stock at 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]] | ||
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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|S-F2}}This option copies the stock item into your live stock file and closes the popup window. | + | *{{KeyPress|S-F2}} This option copies the stock item into your live stock file and closes the popup window. |
| − | *{{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. | + | *{{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 also == | == See also == | ||
Revision as of 07:45, 17 September 2019
Summary
The following article explains how to bring a part from the shadow file into your live stock file.
More Information
Platinum has a live stock file and a shadow stock file. The shadow stock file contains complete manufacturer stock, while the live stock file contains the items that you have stocked. If you have 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
