How to set Compulsory select Stock Class

Modified on Wed, 28 Dec 2022 at 04:33 PM

How to set Compulsory select Stock Class


Overview: 

 

End-users may forget to select type of Class in Stock Item Maintenance, which will affect the Inventory reporting. Compulsory Select Class is used to prompt end-users if they have not selected any Class.

 

Note: 

This is only applicable to the following Optimum Packages:

  • Optimum Financials
  • Optimum Advance
  • Optimum Core
  • Optimum Edge
  • Optimum Ace

 

Procedure:

 

There are two different approaches to this, it can be done per User Role or per User.


Per User Role

1. Go to Maintenance > User Roles > User Default Role Settings.


2. Select a particular User Role and tick Compulsory Select Class then click Save or Save and Close.


Per User


1. Go to Maintenance > User Roles > User Default Settings.

2. Select a particular User and tick Compulsory Select Class then click Save or Save and Close.


Application:

If the end-user forgot to select the Class of Stock Item, the dialog box below will appear upon saving which prompts the end-user to select the Class because it is compulsory.





For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph

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