Types

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).