Next Generation - Create, edit, and delete tasks and notes for stock records

The task function enables you to keep dated notes so that they can act as reminders in the future, or as records for the past.

Tasks

Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen. You can close the panel by clicking on the arrow
icon on the right-hand side middle of the screen.
Click the Tasks tab then click + New Task.
Complete the relevant fields.
To assign a user to the task, select a user in the assigned user field.
Click Save.

Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow
icon on the right-hand side middle of the screen.
Click the Tasks tab then select the task you wish to edit.
Make the amendments then click Save.

Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow
icon on the right-hand side middle of the screen.
Click the Tasks tab then next to the task you want to delete, select the checkbox.
Click the cog
icon then select Delete.
Click Continue.

You can store extra information against your selected stock record which you can record in the notes tab.

Click Stock then click Stock Records.
Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the
icon and choose from the available filter list, then click OK.
Select the checkbox for a record you want to work with.
Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow
icon on the right-hand side middle of the screen.
Click the Notes tab then enter your note.
To add your information, click the calendar
icon.
Click Save Notes.

To edit your note, follow the same steps above as the field is already in edit mode.