Difference between revisions of "Types"
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| + | ===In This Section=== | ||
This section will cover how to create new stock types and edit existing stock types. | This section will cover how to create new stock types and edit existing stock types. | ||
| − | === Creating new stock type === | + | ===Creating new stock type=== |
This section will cover how to create a new stock type. | This section will cover how to create a new stock type. | ||
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Tick for ''yes'' <u>or</u> leave blank for ''no'' | Tick for ''yes'' <u>or</u> leave blank for ''no'' | ||
| − | Once completed press the | + | Once completed press the [[File:Create-it.PNG|alt=Create it Button|link=|Create it]] button to create a new stock type. |
| − | [[File:Create-it.PNG|alt=Create it Button|link=|Create it]] button to create a new stock type. | ||
| − | ==Editing existing stock types== | + | ===Editing existing stock types=== |
| − | At the bottom of the page all existing stock types will be displayed, with all of the corresponding details.<br /> | + | At the bottom of the page, all existing stock types will be displayed, with all of the corresponding details.<br /> |
| − | To search for a particular stock type you can search by Prefix or Type Name, using the search bar on the right hand side.<br /> | + | To search for a particular stock type you can search by Prefix or Type Name, using the search bar on the right-hand side.<br /> |
To edit stock type details press the [[File:Edit.PNG|alt=Edit Button|link=|Edit]] (edit) button.<br /> | To edit stock type details press the [[File:Edit.PNG|alt=Edit Button|link=|Edit]] (edit) button.<br /> | ||
Once edits are completed press the [[File:Modify-it.PNG |alt=Modify it Button|link=|Modify it]] button. <br /> | Once edits are completed press the [[File:Modify-it.PNG |alt=Modify it Button|link=|Modify it]] button. <br /> | ||
To delete a stock type press the [[File:Delete.PNG|alt=Delete Button|link=|Delete]] (delete) button (use with caution). | To delete a stock type press the [[File:Delete.PNG|alt=Delete Button|link=|Delete]] (delete) button (use with caution). | ||
Latest revision as of 19:21, 28 February 2023
In This Section
This section will cover how to create new stock types and edit existing stock types.
Creating new stock type
This section will cover how to create a new stock type.
Create New Stock Type:
Enter here the name of the new stock type. Eg. Raw Materials - HDPE
Prefix for New Records:
Enter here the prefix for the new stock type. Eg. 01_HDPE
Is a Pack?
Tick for yes or leave blank for no
Is a Bill of Material?
Tick for yes or leave blank for no
Is a Service item?
Tick for yes or leave blank for no
Default for New Records?
Tick for yes or leave blank for no
Record Batch Details?
Tick for yes or leave blank for no
Is a Tool Record?
Tick for yes or leave blank for no
Active
Tick for yes or leave blank for no
Is a Machine / Resource?
Tick for yes or leave blank for no
Use in BOMs?
Tick for yes or leave blank for no
Next Incremental Value
Type the next incremental value here.
Is a Change Insert?
Tick for yes or leave blank for no
Measurement to Display required
Select unit of measurement from drop-down menu.
Auto Increment in Stock Creation
Tick for yes or leave blank for no
Increment Padding
Type incremental padding value here.
Is a Raw Material?
Tick for yes or leave blank for no
Available on Order Entry
Tick for yes or leave blank for no
Is a Bag?
Tick for yes or leave blank for no
Once completed press the 
button to create a new stock type.
Editing existing stock types
At the bottom of the page, all existing stock types will be displayed, with all of the corresponding details.
To search for a particular stock type you can search by Prefix or Type Name, using the search bar on the right-hand side.
To edit stock type details press the 
(edit) button.
Once edits are completed press the 
button.
To delete a stock type press the 
(delete) button (use with caution).
