Setting up Exo Business for One-Off Stock Items

For businesses that require regular trade of one-off stock items, there are two setup tasks that accelerate the process:

• Setting up a one-off stock item template, which will be used to copy from when creating a new one-off stock item, and

• Setting up for rapid one-off stock items, which will automatically add a prefix and suffix to any new one-off stock item codes to identify them.

Setting up a One-Off Stock Item Template

1. Create a new stock item, with a generic name to cover the attributes of new one-off stock items you are likely to require, for example 'TradeIn' for trading in used cars.

2. Set the Classification to "TEMPLATE".

3. In the Flags section, set the stock item to inactive (i.e. untick the Active checkbox), and make the stock item a lookup item (tick the Lookup checkbox).

   Note: When searching for a one-off stock item, make sure you tick the Include inactive items checkbox in the Stock Item Details search window.

4. Click Save.

Setting up for Rapid One-Off Stock Items

1. In MYOB Exo Config, go to Administration > Stock > Stock Groups.

2. For each stock group for which you need to be able to create one-off stock items, double-click on the stock group.

   

3. Enter the prefix you want to use for all automatically generated stock codes for one-off stock items in this stock group in the Autocode prefix field.

4. Enter the suffix you want to use for all automatically generated stock codes for one-off stock items in this stock group in the Autocode suffix field.

5. Click Save.