Roles: Administrator & Employee | Interface: Web
Cloning Quantity Items
- Select the Existing Quantity Item: Navigate to the quantity items list and select the item you wish to clone.
- Use the Clone Option: In the menu, select the "Clone" option. This will prefill all possible fields with the existing item's details.
- Complete the Cloning Process: Fill in any additional necessary details and complete the cloning process.
Editing Quantity Items
- Select the Item to Edit: Choose the item you want to edit.
- Edit the Details: Modify the specific fields you need to change. Note that only a specific set of fields can be edited.
- Save Changes: Click 'Complete' to save the changes. Be aware that sometimes the changes may not reflect immediately, and a page refresh might be necessary.
- You can now change the manufacturer item number for quantity items, even when the “default to consumed for transfers” setting is turned on.
Deleting Quantity Items
- Select the Quantity Item: Navigate to the quantity items list and select the item you wish to delete.
- Delete the Item: Use the delete option in the web platform to remove the item.
Note:
- Quantity items cannot be deleted via the mobile application; this feature is only available on the web platform.
- Neither main nor non-main allocations can be deleted while they still have stock (qty > 0). The key difference is in how they behave at zero stock:
- Main Allocations remain in the system even when stock is 0, helping you to see items that are out of stock. They can be deleted manually only when the stock is 0, and the status is set to “NA”.
- Non-Main Allocations are automatically removed by the system when stock reaches 0, and if stock alerts are enabled, they are hidden instead of deleted.
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