How to set Compulsory select Stock Group

Modified on Mon, 23 Jan 2023 at 02:27 PM

How to set Compulsory select Stock Group


Overview: 

 

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

 

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 Group 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 Group then click Save or Save and Close.


Application:


If the end-user forgot to select the Group of Stock Item, the dialog box below will appear upon saving which prompts the end-user to select the Group 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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