How To: Update the Value Proportion of Move With and Build Stock Items Globally

WARNING: You need Admin permission to update value proportion globally.

The Value Proportion of Move With (Pack) and Build stock items can be updated globally rather than manually using the Auto Set Value Proportions button in the [ Stock | Detail | Relationships ] screen.

Update All Move With or Build Stock Items

1. Open a Stock screen (show me how).
2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
3. Select 'Update Value Proportion Global'.
4. Click 'Yes' on the 'Do you want to update all stock items?' popup.
5. On the 'Update Value Proportion Global' popup, select the relationship type that you want to update; either Move With or Build:
   
   
   
   
6. Click 'OK' on the 'Information' popup which indicates how many items have been updated successfully.

Update Selected Move With or Build Stock Items

1. Open a Stock screen (show me how).
2. Use the filters at the top of the screen to return the stock item(s) that require the value proportion to be updated.
3. Green-Select the stock items, i.e. Ctrl+A.
4. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
5. Select 'Update Value Proportion Global'.
6. On the 'Update Value Proportion Global' popup, select the relationship type that you want to update; either Move With or Build:
   
   
   
   
7. Click 'OK' on the 'Information' popup which indicates how many items have been updated successfully.

Notes

• This process will update the value proportion percentage figure against the green-selected stock items (or ALL stock items) that match the relationship type chosen, based on the stock value figures in the [ Stock | Detail | Properties ] screen for the child stock items in the relationship at the time of updating the figures.
• This will not update the Stock Value of either the Relationship Parent stock item, or the Relationship Children themselves. The value proportion simply denotes the value of each of the stock item lines and allows the system to calculate profit margins for the stock items more accurately.
• This will only update the Value Proportion % for Build and Move With headers. No other relationship types will be affected.
• The Value Proportion % can either be based on the child Stock Value (default) or the child Buy Price. Please email Support if you wish to change the calculation to be based on the child Buy Price.

See Also

• Stock screen