Create a New Stock Room

To create a new stock room:

1. Choose between two options:

   • Click the down arrow next to the New button.

   • Select File > New > Select from the Main Menu.

     The Module menu opens.

2. Select Stock Rooms from the menu.

   The Stock Room Details page opens.

3. Enter an ID for the new stock room in the Stock Room ID field.

   The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

4. Enter a name for the stock room in the Name field.

   The name does not need to be unique. The ID and Name fields are both displayed in the Stock Room List.

   Note the default values populated on the Stock Room Details page. For example, the default Repair Center determines which users will be able to access this stock room and its inventory / parts.

5. Enter additional data for your new stock room on the Details page.

   For further details on the fields displayed on the Details page, see: Stock Room tabs.

6. Click the Shipping / Billing tab and complete the sections for the shipping and billing addresses.

   Important!

   New stock room records cannot be saved without completed shipping and billing information.

7. Click the Save button.

   Your changes are saved.

8. Access other tabs to enter additional data on this stock room.