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Slide notes: In this tutorial we look at Stock Item Templates.

 

 

 

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Slide notes: The maintenance option for Stock Item Templates is found at the File Maintenance menu in Inventory Management.

 

 

 

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Slide notes: Let's look at the example template for Agricultural Equipment.

 

 

 

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Slide notes: A Stock Item Template is actually just a default template for opening new Stock Items, and we can have as many of these Templates as we deem fit. We populate the Template with the fields that we want to default when this Template is selected at the opening of a new Stock Item.

 

 

 

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Slide notes: On the Stock Template, the fields are not mandatory, so we can decide which fields are realistic to provide defaults for.

 

 

 

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Slide notes: Now we will open a new Stock Item, and see how useful the Stock Template is.

 

 

 

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Slide notes: When we type a Stock Code number that does not yet exist, then the system senses that we may want to open a new Stock Item. Therefore, it looks for Stock Item Templates, and if any are found, it offers a selection.

 

 

 

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Slide notes: If we select one of the Templates offered, then the system will use that Template to populate the fields for the new Stock Item.

 

 

 

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Slide notes: And if it is a good template, then the process of opening a new Stock Item is really quick and easy, because now we only need to capture the new Description for the Stock Item, and possibly change a Sub Group or Sub Sub Group as may be appropriate. Then when we choose SAVE then the new Stock Item is opened. So Stock Item Templates are very productive as a tool for the opening of new Stock Items.