Add a Document to Stock

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Add a document via drag and drop

To add a document to a stock, view the stock, then drag and drop the file (from the drive/network) directly onto it.

 

A document added in this way would normally be flagged as Hidden, meaning that it won't be displayed in a document list, unless Show Hidden is clicked.

 

showhidden

 

Add a document from clipboard

Right click on the document and select copy.

 

With the stock in View or Edit mode, select the Add Document from Clipboard icon in the ribbon:

 

adddocfromclipbd

 

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Once added, the document will be accessible via that stock’s Documents tab (in the footer). A number will be displayed on the tab to show the number of documents linked to the stock. That number will increase as more documents are added to the stock.

 

Add or link an existing document using the Documents tab

Manually add or link to an existing document directly from the stock's Documents tab, as follows:

open the stock in Add or Edit mode

go to the Documents tab in the footer

click Add New, or Link Existing

select the document from the list.

 

See Add or Link Existing Document for more detailed information.

 

Unlink/delete a document from a stock

Unlink a document (ie. remove the link) or delete a document from a stock in this manner:

open the stock in Add or Edit mode

go to the Documents tab

select the document from the grid

click Delete Document or Remove Link.

 

See Add or Link Existing Document for more detailed information.

 

Quality

Use caution if deleting a document as it may be linked to other objects aside from the one currently being viewed.

 

How to

Add a Document to Stock

Add Groups to Stock

Add Images to Stock

Add Multiple Stock Records

Add Service Stock

Add Vendor Codes

Apply a Credit Card Charge Using Stock

Backfill Stock Sold in Advance

Bulk Update Stock

Buy and Sell in Different Measures

Buying your own stock

Change a Serial Number on a Stock Record

Change Stock GL Group

Create Similar

Generate a Backdated Detailed Stock on Hand Report

Make Stock Inactive

Handle Warranty Stock

Import Vendor Pricing

 

 

Merge Stock Codes

Move Stock from Depleting to Asset

Print Shelf Talkers

Print Stock Reports

Rental Stock

Sell Stock in Advance

Set up Pricing

Stock

Stock Adjustments

Stop Users from Giving Discounts

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Track Serial Numbers

Unallocate Stock

Update Stock Prices

Use Stock Select

Use Your Own Inventory

View or Edit Stock

Write off Stock