Stocking a Material Item

Before you can sell, receive, transfer or recount and item, it must be a stocking item. A stocking item is a material that is to be stocked at the location and is chosen from the master list.

Important: Items can not be unique to the location and must be a subset of the master list.

To stock material items:

  1. Click on the Location Manager shortcut.

  2. Expand the tree for the Profit Center and Service Category or Sales Department in which the material item is classified.

  3. Expand the Materials List folder.

  4. Find the Material Item, right-click it and choose Stock This Item from the context menu.

Tip: The above procedure works but it is recommended you use the Price Catalog Report to stock an item or multiple items at once.

Stocking a Material Item Tour