You can use a Sub Analysis stock type to add a secondary layer of categorisation to your stock records, providing more detailed classification beyond the main stock type.
Sub Analysis allows you to create more granular reports and analysis breaking down stock into sub categories or even different warehouses. This helps you track and analyse inventory at a more detailed level.
Enable sub analysis when creating a new stock record
Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search using advanced filters.Click + New Stock at the top right hand-side of the Stock Records screen.
Click on the Details tab and on the Summary section, select the Sub Analysis checkbox under the Stock Description field.
Note: The label of the checkbox in your database might not be Sub Analysis as it might be customised.Add a code and if necessary a description and click Save.
Note: Once you have saved on the stock record, you will see a new Sub Analysis tab displayed. If the label for the Sub Analysis had been customised, your tab is also going to pick up the customised name.
Enable sub analysis for an existing stock record
Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on theicon and choose from the available filter list, then click OK.
In the Stock Code column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrowicon on the right-hand side middle of the screen.
Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Details tab.
On the Summary section, select the Sub Analysis checkbox under the Stock Description field and click Save.
Note: The label of the checkbox in your database might not be Sub Analysis as it might be customised.
Note: Once you have saved on the stock record, you will see a new Sub Analysis tab displayed. If the label for the Sub Analysis had been customised, your tab is also going to pick up the customised name.
Add new sub analysis records to an existing stock record
Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on theicon and choose from the available filter list, then click OK.
In the Stock Code column, click the hyperlink, the underlined text.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrowicon on the right-hand side middle of the screen.
Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Sub Analysis tab.
Click on the + New Sub Analysis button found at the top right-hand corner of the screen.
Add your details on the New Sub Analysis popup window and when you are done click Save.
Note: The Sort Key section on the Sub Analysis popup window is only going to be available if you have set it up in Stock Options which is found in the System Module which is security permission driven.