Share data across locations

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This page allows an admin-level user to change the way products, packages and suppliers are allocated across the various locations on your Stocktake Online system.

  • There are three levels:
    • Product - the product header and category information.
    • Supplier - the supplier details.
    • Package - the supplier, pack size, cost, and other details that make up an entire item on STO.

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  • The first option - Product - allows a user to decide whether, at the point of product creation (product header only), will the product be automatically allocated to all locations, group locations, or only the location it was created in.
  • The second option - Supplier - allows a user to decide whether, when a new supplier is added, will that supplier be automatically allocated to all locations, group locations, or only the location it was created in.
  • The final option - Package - allows a user to decide whether, when new package information is added, will that information be automatically allocated to all locations, group locations, or only the location it was created in.
  • Use the tickboxes immediately below the three options and when the details are correct click on the Save Settings button.
  • Changes will only apply moving forward, they will not affect any data retroactively.
  • Using group settings will only work if groups have been correctly created beforehand.

To make changes to specific items you will need to use Product /Supplier / Package Location Mapping.

 

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