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Next Generation - Customise the labels for stock sub analysis stock records.

A guide to customising the Sub Analysis field and checkbox labels on stock records to better reflect your business needs.

Access Financials has default names for certain columns and fields, and some of these default names can be changed to suit your business needs better.

The Sub Analysis field and checkbox labels can be customised to reflect the specific attributes you track, for example, instead of seeing the "Sub Analysis" label you might want to label them as warehouse, colour or size.


As the option to customise labels is in the System Options module which is security profile permission driven, you will need to have access to this before you can perform the steps below.

Change the Sub Analysis field and checkbox labels

To change the Sub Analysis default labels, follow the steps below:

  1. Click System then Settings and then click Custom Labels.

  2. Click on the Edit button and find the Sub Analysis section.

  3. Click into the Sub Analysis field and delete the default name then enter the label you wish to see displayed and click Save.

After you have made the changes log out and back in to Financials, so you can see the custom name you have selected instead of Sub Analysis.

This custom label will be displayed on the Details tab and throughout the system wherever sub analysis stock records are referenced.

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