How To: Define Stock Types when using more than Two Levels

If using more than two Stock Types you can define the types using square brackets. When the Stock Types are displayed, for example in the Stock screen, the Level 2 Stock Type is displayed with the Level 1 making it easier to track the hierarchy. This is useful for users who have more than two levels of stock type (i.e are using sub-types).

	When using three levels only Level 1, Level 2 and Level 4 are used.

Creating Stock Types

Level 1 Type Types

1. Open a System Data screen (show me how).
2. Double-Click on Level 1: Type Types to open.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. Add the Level 1 Type Types.
6. Press Ctrl+S or click to save.

Level 2 Type

1. Open a System Data screen (show me how).
2. Double-Click on Level 2: Types to open.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. Add a left square bracket [.
6. Add the Level 1 Type Types.
7. Add a right square bracket ] and a space.
8. After the end bracket of the Level 1 Type Types and the space add the Level 2 Type.
9. Press Ctrl+S or click to save.

Level 3 Mid Type (optional)

1. Open a System Data screen (show me how).
2. Double-Click on Level 3: Mid Types (optional) to open.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. Add a left square bracket [.
6. Add the Level 1 Type Types.
7. Add a bar | ( Shift + the key to the left of the Z).
8. Add the level 2 Type.
9. Add a right square bracket ] and a space.
10. After the end bracket of the Level 1 Type Types and the space add the Level 3 Mid Type (optional).
11. Press Ctrl+S or click to save.
    

Note: This stage is optional and only used if all four levels of stock types are being used.

Level 4 Sub Type (additional)

1. Open a System Data screen (show me how).
2. Double-Click on Level 4: Sub Types (additional) to open.
3. Press Alt+E or click to enter edit mode.
4. Press F3 or click to add a new item.
5. Add a left square bracket [.
6. Add the Level 1 Type Types.
7. Add a bar | ( Shift + the key to the left of the Z).
8. Add the level 2 Type.
9. Add a bar | ( Shift + the key to the left of the Z).
10. Add the Level 3 Mid Type (Optional).
11. Add a right square bracket ] and a space.
12. After the end bracket of the Level 1 Type Types and the space add the Level 4 Sub Type (additional).
13. Press Ctrl+S or click to save.
    

Note: If using three stock type levels you only use Levels 1, 2 and 4. In this case miss out steps 9 and 10 above.

Example

Level 1 Type Types

Books

Level 2 Type

[Books] Adult
[Books] Children

Level 3 Mid Type (optional)

[ Books | Adult ] Hardback
[ Books | Adult ] Paperback
[ Books | Children ] Hardback
[ Books | Children ] Paperback

Level 4 Sub Type (additional)

[ Books | Adult | Hardback ] Fiction
[ Books | Adult | Paperback ] Non-Fiction
[ Books | Adult | Hardback ] Non-Fiction
[ Books | Adult | Paperback ] Fiction
[ Books | Children | Hardback ] Fiction
[ Books | Children | Paperback ] Non-Fiction
[ Books | Children | Hardback ] Non-Fiction
[ Books | Children | Paperback ] Fiction

Viewing the different levels

The Stock Types can be viewed along with the hierarchy they belong to in screens such as:

• [ Stock | List ] tab.
• [ Stock | Detail | Properties ] tab:
  • Stock Type drop down lists e.g. [Books] Adult.
  • Sub Type drop down lists e.g. [ Books | Adult | Hardback ] Fiction.
• Stock Lookup popup.
• Stock Types Tree in the Command Window. Users can drill up and down through the different Stock Type levels using a single click in the Stock Types Tree.

See Also

• System Data screen