How Do I Add A Stock Type?
- To add a new stock type to the system go to Config ➔ Stock ➔ Stock Types
- In here you will see your existing Stock Types on Protean, to add a new one go to the bottom of the list and enter your new type in the blank row, you also will need to select the Sales and Job tax codes for this type
What do the Stock Types do?
Every Stock Part in Protean has to belong to a Stock Type. This is selected on the Stock Creation/Enquiry screen and allows you to group parts together.
The Stock Type facility has two main functions. It allows the breaking down of the stock list into the various type for reporting purposes. E.g. Stock Sales by Type.
It allows you to set up complex charging structures on Job Types. On the Job Type Charges Tab, you have the option to charge for parts or not (and at cost too!). If you choose to charge for parts on Jobs of this type then there may be some types of parts you don’t charge for, for example, ‘consumables’. The list of items that you can select from are the Stock Types. For help on Job Types click here. It is also used to assign a Tax Code to Miscellaneous Types.
