Keeping your product list up to date and accurate helps you to manage your stock efficiently.

Correcting stock transactions

If you need to correct or delete orders, invoices or credits, you may also need to correct your stock.

Clearing stock transactions

You can use the Clear Stock option to remove stock transactions for the relevant records. To do this, they must meet the following conditions:

• Are dated on or before the specified date.
• Are not linked to a project.
• If a goods in or adjustment in, it must be fully used.

NOTE: If you use the Retrospective Product Valuation report, don't use the Clear Stock option as the stock activity is used to calculate the report values.

To clear stock

1. Click Tools then click Period End and click Clear Stock.
2. Select the relevant option:
• To clear stock transactions for all records - Select Clear transactions on all (xxxx) records.
• To clear stock transactions for specific records - Select Clear transactions on selected records (xxxx) and select the records to be cleared then click OK.
3. For Clear stock transactions up to and including enter the required date then click Clear stock.
4. To take a backup, click Browse and select the required location then click OK and click OK then click OK.
5. Click OK then click Close.

If you want to clear your stock levels to zero so you can start again from scratch, you can either use the Rebuild option or the Stock Take option.

Hiding or deleting product records

To make it easy to find current product records, you may want to hide or delete old or unused records.

To hide product records

To hide product records you should mark them as inactive, then hide the inactive records. To do this, the records must meet certain criteria:

• Stock level must be zero.
• Not part of a bill of materials.
• Not allocated to a sales order or project.
• Not on order on a purchase order.

To mark a product record as inactive

1. Click Products and services and select the required record and click Edit.
2. Clear the Inactive check box and click Save.

To hide inactive product records

• Click Products and services and clear the Include inactive check box.

To delete product records

To delete a product record, it must meet certain criteria:

• Stock level must be zero.
• No stock activity on the record.
• Not part of a bill of materials.
• Not allocated to a sales order or project.
• Not on order on a purchase order.

To help you see what records meet the above criteria, and then delete them, you can use the Delete Stock option:

1. On the menu bar click Tools then click Period End and click Delete Stock.
2. Click Start scan then, to take a backup, click OK and click OK.
3. Select the product records you want to delete then click OK and click Yes.
4. Click OK then click Close.