Each stock record form has up to 11 tabs in the footer area, the exact number depending on the stock type (Labour, Applies, and Journal Stock display less tabs).
The tabs that are common to many objects are explained below.
Tab |
Explanation |
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This tab displays any documents attached to this stock, eg. a signed delivery note. |
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This tab will display all watchouts related to this stock, and allows addition of new watchouts. |
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This tab will display all notes related to the stock, including the contact that the note is related to. New notes can be added here. |
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This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this stock, as well as allowing adding new tasks.
Tasks can only be utilised if Scheduling is licensed. If not, the following warning will appear:
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If this stock is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.
Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.
Not all fields are showing in these images
The number on the right side of the icon denotes the number of active promotions applicable to this stock.
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Further information