Converting Price Book Items to Stock
From the Price book screen, you are able to convert items into the Stock Items list. This allows for a simple and straightforward method for bulk migrating your stock items into the system.
To do
this, begin by accessing the Price Book.
From the
Price Book screen, you will be presented a table of data with all your current
pricebook items in the list. One of the columns allows you to select items in
the list. Select each of the items you would like to convert to stock.
Once you
have selected each item using the check box column, on the toolbar at the top
select ''Create Stock item''
Select yes when you are asked to confirm
You have
successfully created a stock item, if you were successful the stock column on
the pricebook will now have data from your selected items.
Go to Stock Management - Stock. You can see a list of all your converted stock items. From here the next step would be to populate qty etc. for each new item.
Related Articles
How to Setup Price Book
Follow the below steps to Setup Price Book Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Price Book Look for the "Add a New Record" option or locate the "+" sign and click on it. From the drop-down ...How to Archive Price Book
Follow the steps below to Archive Price Book Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Price Book Select the Price Book Entry you wish to Archive Click on the Archive button from the top menu ...How to Create Materials Items
Follow the below steps to Create Materials Items Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Materials Items Click on +Add New Record or + Sign to create a Material Item Select the desired Date for ...How to Edit Pricebook Settings
Follow the below steps to Edit Pricebook Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Pricebook Settings Click on the 3 dots on the left side of the Pricebook ...How to Add Pricebook Settings
Follow the below steps to add Pricebook Settings Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Click on Pricebook Settings Click on the Add a Record button or + sign Enter the Name ...