System Data Custom Stock Options
Table Of Contents
Custom Stock Options allow you to add your own stock flags alongside the standard options available on the [ Stock | Detail | Options ] screen.
These options are designed for simple Yes/No information and can help you record additional attributes against stock items that are specific to your business. Examples might include:
- Production Item
- Clearance Item
- Seasonal Product
- Requires Assembly
- Hazardous Goods
Once configured, custom stock options can be used in the same way as standard stock options, including filtering within the [ Stock | List ] screen.
Before You Start
Note: The number of Custom Stock Options is fixed. Rows cannot be added or removed from this screen.
Note: If you need more advanced stock attributes, such as storing an Author, Manufacturer, Material Type or other detailed information, consider using Stock UDAs instead.
Custom Stock Options Grid
The Custom Stock Options grid contains the following columns:
| Column | Description | ||
|---|---|---|---|
| Description | The name of the custom stock option. For example, Production Item or Special Order Product. | ||
| Visible | Controls whether the option is displayed on the [ Stock | Detail | Options ] screen. |
How Custom Stock Options Are Used
Once a custom option has been configured and made visible:
- It appears as a selectable flag on stock records.
- Users can apply the option to individual stock items.
- The option can be used as a filter on the [ Stock | List ] screen.
- Reports and searches can use these flags in the same way as standard stock option filters.
Context Menu Options
Right-click within the Custom Stock Options grid to access additional functions.
Apply Value Range
Use Apply Value Range to apply the same value to multiple selected rows within the current column.
This can save time when updating several options at once.
Clear Selection
Removes the current row selection from the grid.
When to Use Custom Stock Options
Custom Stock Options are best suited to simple yes/no indicators that help categorise products.
Examples include:
- Product requires certification.
- Item is available for export.
- Product is manufactured in-house.
- Item is eligible for a specific promotion.
- Product requires special handling.
If you need to store actual values, text, numbers or multiple selectable options, Stock UDAs will generally provide a more flexible solution.