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How do you remove a product from inventory and make it as sample item?


Removing Stock Items

Best answer by dales50

Each location on the warehouse location table can have their own properties, one on which is Sales allowed, see below 

 

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9 replies

Kandy Beatty
Captain II
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Hi @DPaniagua  You can not delete a Stock item if there are transactions put against that item. 


gdow23
Jr Varsity III
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  • Jr Varsity III
  • 32 replies
  • July 1, 2022

Do you mean that you want to change the itemID to reflect that all items of that itemID are samples?

or

Do you want to remove one piece of inventory from stock and write it off as a sample?

 

If you mean the latter, just use an issue transaction.  It would be nice to have a reason code set up for “samples”.


  • Author
  • Freshman I
  • 9 replies
  • July 2, 2022

remove one piece of inventory from stock and write it off as a sample.


Ahmed
Varsity II
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  • Varsity II
  • 52 replies
  • July 4, 2022
DPaniagua wrote:

remove one piece of inventory from stock and write it off as a sample.

@DPaniagua you’ll want to use the Adjustments screen to decrease the inventory from stock with the appropriate Reason Code.


  • Author
  • Freshman I
  • 9 replies
  • July 5, 2022

Thank you so much!😄


dales50
Semi-Pro III
  • 68 replies
  • July 5, 2022

@DPaniagua another option if wish to maintain the item in inventory …. if you are using warehouse locations you can transfer the item to a ‘sample’ location with properties that do not allow sales 


  • Author
  • Freshman I
  • 9 replies
  • July 5, 2022

With properties that do not allow to sell... could you elaborate a little more.


dales50
Semi-Pro III
  • 68 replies
  • Answer
  • July 5, 2022

Each location on the warehouse location table can have their own properties, one on which is Sales allowed, see below 

 


  • Author
  • Freshman I
  • 9 replies
  • July 5, 2022

Thank you!


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