You can set up sort keys to further customise your stock records to make it easier to search for and report on stock records.
You can also customise these labels so that they can be more meaningful for your business in the System module which is security profile permission driven.
The sort keys are on the Details tab on a stock record as listed below, however the field names may differ if they are already customised in your database.
The default sort keys are:
Sort Key.
User Sort 1.
User Sort 2.
User Sort 3.
Customise sort key labels
Click System then Settings then click Custom Labels.
Click on the Edit button at the top of your screen.
On the Stock Record section make your changes.
Click Save.
Create a sort key for a new stock record
Click Stock then click Stock Records.
Click + New Record at the top right hand-side of the Stock Records screen, then scroll down to the Sort Key section.
Click Configure next to the Sort Key fields that you want to set up.
Complete the fields on the Sort Key Lookup popup screen and, if you need to set up more sort key records, click + New Record.
Click Save.
Add or edit sort keys 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.
On the Details tab, scroll to the Sort Key section.
Click on the drop-down arrow on any of the 4 sort keys and select the relevant record for each one.
Click Save.