Set Up Level 2 Stock Types

Set Up Level 2 Stock Types

Overview  

This video will show you how to set up your level 2 stock types. These are the most important of the stock types and are mandatory.  A step by step guide can be found below the video.


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Level 2: Type line to open the table.
  3. Enter Edit Mode.
  4. Use the New button to add a new Level 2 Stock Type.
  5. Add a description.
  6. Use the drop down in the Type Type (Level 1) column to map your Level 2 Stock Type to the required Level 1 Stock Type.
  7. If required, use the drop down in the Accounts Sales Nominal column to assign a sales nominal for use with this Level 2 Stock Type.
  8. If required, use the drop down in the Accounts Tax Rate column to amend the VAT rate for products in this Level 2 Stock Type.
  9. If required, use the SO qty column to adjust the default quantity of items in this Level 2 Stock Type to be added to new sales orders.
  10. Save the screen.

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