Difference between revisions of "How do I show different unit types?"
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== Summary == | == Summary == | ||
| − | This article explains the two different methods of assigning a | + | This article explains the two different methods of assigning a unit type to a unit, and will also demonstrate how to show only a particular type of unit. |
== More Information == | == More Information == | ||
| − | === Assigning | + | === Assigning Unit Types individually to a Unit === |
| − | The first method is to assign the {{DataPrompt| | + | The first method is to assign the {{DataPrompt|Unit type}} against an individual unit. |
Go to {{Menu|{{VS}}|Add or Edit Units}}. | Go to {{Menu|{{VS}}|Add or Edit Units}}. | ||
| − | * Search for the | + | * Search for the unit record to which you want to assign a type in the {{DataPrompt|Search On:}} and press {{KeyPress|F2}} or click the {{Button|Search}} button. |
| − | * Press {{KeyPress|F5}} or click the {{Button|Edit}} button to edit the | + | * Press {{KeyPress|F5}} or click the {{Button|Edit}} button to edit the unit details. |
| − | * On the {{Tab| | + | * On the {{Tab|Unit}} tab, in the {{DataPrompt|Status}} section there is a "{{DataPrompt|Unit type:}}" field. Set this to the type of unit that you want. |
* Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes. | * Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes. | ||
| − | {{Information|text=This method is quick to set up and overrides all other settings for the {{DataPrompt|Vehicle type}}. Unfortunately using this method will mean you cannot search for a particular type of | + | {{Information|text=This method is quick to set up and overrides all other settings for the {{DataPrompt|Vehicle type}}. Unfortunately using this method will mean you cannot search for a particular type of unit.}} |
| − | === Assigning | + | === Assigning Units Types via Location === |
| − | The second method is the Catalyst preferred method of assigning a | + | The second method is the Catalyst preferred method of assigning a unit type to a unit. This method uses the {{DataPrompt|Location}} of the unit. |
Go to {{Menu|{{VS}}|Add or Edit Units}}. | Go to {{Menu|{{VS}}|Add or Edit Units}}. | ||
| − | * Search for the | + | * Search for the unit record to which you want to assign a type in the {{DataPrompt|Search On:}} and press {{KeyPress|F2}} or click the {{Button|Search}} button. |
| − | * Press {{KeyPress|F5}} or click the {{Button|Edit}} button to edit the | + | * Press {{KeyPress|F5}} or click the {{Button|Edit}} button to edit the unit details. |
| − | * On the {{Tab| | + | * On the {{Tab|Unit}} tab, in the {{DataPrompt|Status}} section there is a {{DataPrompt|Location:}} field. |
* Select this field and press {{KeyPress|S-F10}} to edit the {{DataPrompt|Location}}. | * Select this field and press {{KeyPress|S-F10}} to edit the {{DataPrompt|Location}}. | ||
| − | * Click on the {{Tab|Settings}} tab and set the {{DataPrompt| | + | * Click on the {{Tab|Settings}} tab and set the {{DataPrompt|Unit type:}} to the type you want. |
* Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes to the {{DataPrompt|Location}}. | * Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes to the {{DataPrompt|Location}}. | ||
| − | * Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes to the | + | * Press {{KeyPress|ESC}} and click {{Button|Accept}} to save the changes to the unit record. |
| − | {{Information|text=This method requires multiple locations to be set up for the various different type of | + | {{Information|text=This method requires multiple locations to be set up for the various different type of units that you stock. However this method means you can show different types in the system.}} |
| − | === How do I show just a particular type of | + | === How do I show just a particular type of unit? === |
| − | As mentioned previously if you set up your | + | As mentioned previously if you set up your unit types by the using unit locations, it is possible to list a particular type of unit you have in stock. |
Go to {{Menu|{{VS}}|Unit Enquiries}}. | Go to {{Menu|{{VS}}|Unit Enquiries}}. | ||
* On the {{DataPrompt|Status:}}, select your {{DataValue|[[Creating a new unit#Additional Information|In Stock]]}} status. | * On the {{DataPrompt|Status:}}, select your {{DataValue|[[Creating a new unit#Additional Information|In Stock]]}} status. | ||
* On the {{DataPrompt|Location:}}, set this to the {{DataValue|Location}} that corresponds to the Vehicle type you want to see. | * On the {{DataPrompt|Location:}}, set this to the {{DataValue|Location}} that corresponds to the Vehicle type you want to see. | ||
| − | * Press {{KeyPress|F2}} to run the report, which will list all the | + | * Press {{KeyPress|F2}} to run the report, which will list all the units assigned to this location. |
| − | * To see the details of a | + | * To see the details of a unit, {{KeyPress|Down}} to the selected unit and press {{KeyPress|F5}} or click {{Button|Edit}} to see the unit details. |
== See also == | == See also == | ||
| Line 42: | Line 42: | ||
* [[Creating a used unit]] | * [[Creating a used unit]] | ||
| − | {{KB_Tags|findit | + | {{KB_Tags|unit, findit, entry, features, pictures}} |
{{KB_VS}} | {{KB_VS}} | ||
Revision as of 16:16, 16 April 2019
Contents
Summary
This article explains the two different methods of assigning a unit type to a unit, and will also demonstrate how to show only a particular type of unit.
More Information
Assigning Unit Types individually to a Unit
The first method is to assign the "Unit type" against an individual unit.
Go to " Unit Sales Add or Edit Units".
- Search for the unit record to which you want to assign a type in the "Search On:" and press <F2> or click the [Search] button.
- Press <F5> or click the [Edit] button to edit the unit details.
- On the [Unit] tab, in the "Status" section there is a ""Unit type:"" field. Set this to the type of unit that you want.
- Press <Esc> and click [Accept] to save the changes.
 | This method is quick to set up and overrides all other settings for the "Vehicle type". Unfortunately using this method will mean you cannot search for a particular type of unit. |
Assigning Units Types via Location
The second method is the Catalyst preferred method of assigning a unit type to a unit. This method uses the "Location" of the unit.
Go to " Unit Sales Add or Edit Units".
- Search for the unit record to which you want to assign a type in the "Search On:" and press <F2> or click the [Search] button.
- Press <F5> or click the [Edit] button to edit the unit details.
- On the [Unit] tab, in the "Status" section there is a "Location:" field.
- Select this field and press <Shift+F10> to edit the "Location".
- Click on the [Settings] tab and set the "Unit type:" to the type you want.
- Press <Esc> and click [Accept] to save the changes to the "Location".
- Press <Esc> and click [Accept] to save the changes to the unit record.
| This method requires multiple locations to be set up for the various different type of units that you stock. However this method means you can show different types in the system. |
How do I show just a particular type of unit?
As mentioned previously if you set up your unit types by the using unit locations, it is possible to list a particular type of unit you have in stock.
Go to " Unit Sales Unit Enquiries".
- On the "Status:", select your 'In Stock' status.
- On the "Location:", set this to the 'Location' that corresponds to the Vehicle type you want to see.
- Press <F2> to run the report, which will list all the units assigned to this location.
- To see the details of a unit, <Down Arrow> to the selected unit and press <F5> or click [Edit] to see the unit details.
See also
