Move Stock Items to a different Discount Group or Stock Group

Moving Stock Items to different Discount Groups or Stock Groups.


Introduction

Move Stock items to a different Discount group

Move Stock items to a different Stock group


Introduction

Discount groups and Stock Groups are vital components of how you can manage your sales prices and margins, so it is important to have Stock items belonging to the correct Discount Group and Stock Group

If you need to move Stock Items to a different Discount Group or Stock Group, this can be done by selecting the Stock Item/s and then selecting a new target group to move them to.

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Move Stock items to a different Discount group

If you wish to move a Stock item from one Discount group to another:

  • Go to Receivables > Discount Group.
  • Select the Discount group, then go to the Item tab.
  • Check any Stock items that you wish to move, and click the n items selected box, (where n is the number of items you have selected).
  • Click Move selected items.

 

On the Move Discount Group Items screen:

  • Select the Target discount group, and click Move.

The selected items will now be in the target Discount Group.

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Move Stock items to a different Stock group

If you wish to move a Stock item from one Stock group to another:

  • Go to Receivables > Stock Group.
  • Select the Stock group, then go to the Stock Items tab.
  • Check any Stock items that you wish to move, and click the n items selected box, (where n is the number of items you have selected).
  • Click Move selected items.

 

On the Move Stock Group Items screen:

  • Select the Target Stock group, and click Move.

 

The selected items will now be in the target Stock Group.

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Last updated: 12 May 2022.