Creating custom lists

Stock > Customising stock > Creating custom lists

You can create three custom lists that you can use to sort and group your stock items.

An example of a custom list is ‘Colour,’ in which you could create list entries of ‘yellow,’ ‘red,’ ‘green’ and ‘blue.’ When you create or edit your items, you can assign them one of these colours. When you run a stock report, such as the Analyse Stock Summary report, you can choose to include only red items in the report.

To name a custom list

1	Go to the Lists menu, choose Custom List & Field Names, and then click Items. The Custom List and Field Names window appears.

2	Enter names for each of the three custom lists in the appropriate fields and click OK.

These custom list names will now appear on the Item Information window.

To create custom list entries

1	Go to the Lists menu, choose Custom Lists and then Items. The Custom Lists window appears.

2	Select the custom list for which you want to make entries in the Custom List field.

3	Click New and enter the name of the list entry. For example, if you have a colour list, you would enter a colour, such as Yellow.

Click OK.

5	Repeat step 3 until you have created all your list entries.

To assign a custom list entry to an item

1	Go to the Stock Control command centre and click Items List.

2	Click the zoom arrow () to the left of the item. The Item Information window appears.

3	Click the Item Details tab.

4	Select the list entry you require from the appropriate custom list.

Click OK.