Differences
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items:master_lists [2022/02/15 12:26] – [Buttons in the Item Lists section:] Gary Willetts | items:master_lists [2023/03/23 02:08] – Mark Glover | ||
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From the //Item Master lists// window, selecting the //Delete Master List// button allows you to delete a list which is no longer required. | From the //Item Master lists// window, selecting the //Delete Master List// button allows you to delete a list which is no longer required. | ||
- | * This action has significant consequences for any customers who are users of the list. So to prevent accidental deletion, this action cannot be completed until any customers who are users of it have their association | + | * This action has significant consequences for any customers who are users of the list. So to prevent accidental deletion, this action cannot be completed until any customers who are users of it have their assignment |
* To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab. If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items: | * To find out which customers and stores the list is assigned to, open the master list and click on the //In use by// tab. If the list on this tab is empty, you will be able to remove the master list. Refer to the [[items: | ||
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This is scarier (deleting items of master lists is a big deal), but avoids the need for steps 3 - 6 of Method 1. | This is scarier (deleting items of master lists is a big deal), but avoids the need for steps 3 - 6 of Method 1. | ||
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+ | === Removing an item from a master list when it is currently in stock === | ||
+ | There are a number of circumstances under which you will need to remove an item from a master list when it is currently in stock: | ||
+ | * The item is being phased out and you don't want facilities to be able to order it | ||
+ | * The item should never have been on the master list and users have accidentally recorded stock of the item | ||
+ | |||
+ | In these cases, it is relatively straightforward to [[items: | ||
+ | * The item currently in stock AND | ||
+ | * The item is not on any //other// master list assigned to that store. | ||
+ | |||
+ | There are two options open to you: | ||
+ | * Wait for all stock to be removed from the store before you make the change to the master list. This is a particularly painful process if there are many affected stores. | ||
+ | * Create a temporary master list to assist with the process: | ||
+ | - Create a temporary master list with the item(s) to be removed. | ||
+ | - Assign the temporary master list to all the stores that still hold stock of the item(s). | ||
+ | - Remove the item from the original master list (this should now be possible) | ||
+ | - As each store removes the stock of the item(s), un-assign the temporary master list from the store. | ||
+ | - Once all stores have removed stock of the item(s), the temporary master list can be deleted. | ||
+ | |||
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