Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
items:ad_hoc_items [2012/07/11 12:03] – john | items:ad_hoc_items [2020/01/14 10:52] (current) – [Adding ad hoc items to a purchase order] lou | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | =====Ad | + | {{indexmenu_n> |
- | {{entry> | + | ====== 4.09. Ad hoc items ====== |
From the **Item** menu, choose **Ad Hoc items...** | From the **Item** menu, choose **Ad Hoc items...** | ||
- | <note>This feature requires activation in **Preferences > Invoices 1**</note> | + | <WRAP center round tip 60%> |
+ | This feature requires activation in **Preferences > Invoices 1** | ||
+ | </WRAP> | ||
mSupply(r) defines Ad Hoc items as items that you don't keep in stock, and that you never will keep in stock. An example of an Ad Hoc item is a specialised item of diagnostic equipment which you would purchase on one occasion only. When a customer orders an item that you decide will be a " | mSupply(r) defines Ad Hoc items as items that you don't keep in stock, and that you never will keep in stock. An example of an Ad Hoc item is a specialised item of diagnostic equipment which you would purchase on one occasion only. When a customer orders an item that you decide will be a " | ||
- | Ad Hoc items differ from non-stock items only in this one respect; | + | Ad Hoc items differ from non-stock items in only one respect; |
The following diagram outlines the work flow for Ad Hoc items: | The following diagram outlines the work flow for Ad Hoc items: | ||
Line 14: | Line 18: | ||
{{ : | {{ : | ||
- | When you choose // Items>Ad Hoc items// , the following window is displayed: | + | When you choose //Items > Ad Hoc items//, the following window is displayed: |
{{ : | {{ : | ||
Line 20: | Line 24: | ||
From this window you can view Ad Hoc items, add new items, delete items and edit existing items. | From this window you can view Ad Hoc items, add new items, delete items and edit existing items. | ||
- | == The "Show" Drop-down list == | + | == Show drop-down list == |
This drop-down list allows you to view Ad Hoc items by their status. Ad Hoc items can have the following status codes: | This drop-down list allows you to view Ad Hoc items by their status. Ad Hoc items can have the following status codes: | ||
Line 32: | Line 36: | ||
< | < | ||
- | == The "Name" | + | == Name field == |
Enter part of a customer or supplier name in this field and press // Tab// to show a list of matching names. Choosing a supplier will show items assigned to that supplier. Choosing a customer will show items supplied or to be supplied to that customer. | Enter part of a customer or supplier name in this field and press // Tab// to show a list of matching names. Choosing a supplier will show items assigned to that supplier. Choosing a customer will show items supplied or to be supplied to that customer. | ||
Line 38: | Line 42: | ||
Once you have chosen a name you can fine-tune the list displayed for that name. | Once you have chosen a name you can fine-tune the list displayed for that name. | ||
- | == The "New" | + | == New button == |
Clicking the " | Clicking the " | ||
Line 48: | Line 52: | ||
When the customer orders an item, you may not know who the supplier is. You can just leave the supplier name blank. | When the customer orders an item, you may not know who the supplier is. You can just leave the supplier name blank. | ||
- | == Editing an Ad Hoc item == | + | == Editing an ad hoc item == |
To edit an item, double-click it in the list to display the item details, and a window **Edit Ad hoc item**, almost identical to the **Add Ad hoc item** :, appears where you can edit the required details. | To edit an item, double-click it in the list to display the item details, and a window **Edit Ad hoc item**, almost identical to the **Add Ad hoc item** :, appears where you can edit the required details. | ||
Line 54: | Line 58: | ||
{{ : | {{ : | ||
- | == Adding | + | == Adding |
- | + | ||
- | When you are making a Purchase Order for a particular supplier, you can click on the **Ad Hoc items** Tab to view a list of Ad Hoc items you have assigned to that supplier, allowing you to add them to the Purchase Order. More information is available here - [[purchasing: | + | |
- | + | ||
- | < | + | |
+ | When you are making a Purchase Order for a particular supplier, you can click on the **Ad Hoc items** Tab to view a list of Ad Hoc items you have assigned to that supplier, allowing you to add them to the Purchase Order. More information is available here - [[purchasing: | ||
+ | \\ | ||
+ | \\ | ||
+ | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||