How to add Items to a draft

How to add items to a draft? 

The procedure to add an item to a draft can be done from any grid where an “item” is shown. The guides below will describe how to do this from the [Stock] module. A list of other alternative places in the program this procedure is possible will be listed at the end of this chapter.  

Adding a single item to a new or an existing draft

1. Click [Inventory] → [Stock]
2. Select a location to locate the item to add to a draft.
3. Select and right click the item, then chose “Add to draft”
   1. The item can be added to a new draft, by selecting “New draft…”
      1. Enter a descriptive name for the draft
      2. Click [OK]
   2. The item can be added to an existing draft by selecting one of the drafts available, if none are available create a new draft
4. When only one item is selected and added to a draft the item detail form will show.

1. Enter the quantity to order in the lower section of the form, below the heading “Please specify the quantity to add to the draft”
2. It is possible to specify what component the part is ordered for, by selecting one of the components in the “component” picker. Note! Only components that are linked to the item will be possible to select. If the item is added to the draft from the component items list the component is automatically selected, as the component the part is ordered for.
3. An additional comment\description can be added in the “description” field if this information is not already available on the item. This information may be included in the request for quotation and order template send to the suppliers
4. Click [OK]
5. The item has now been added to the selected draft

Adding multiple items to a new or existing draft. 

1. Click [Inventory] → [Stock]
2. Select a location to locate the items to add to the draft.
3. Select multiple items and right click them, then chose “Add to draft”

a. The item can be added to a new draft, by selecting “New draft…”

1. Enter a descriptive name for the draft
2. Click [OK]

b. The item can be added to an existing draft by selecting one of the drafts available, if none are available create a new draft

1. It is possible to edit the cells, marked with a blue background colour, directly
2. Enter the wanted quantity
3. It is possible to specify what component the parts are ordered for, by selecting one of the components in the “component” picker in the component column. Note! Only components that are linked to the item will be possible to select. If the item is added to the draft from the component items list the component is automatically selected, as the component the part is ordered for.
4. Click [Save and Open draft] to open the draft form, or just [Save] to continue.

Locations where it is possible to right click items and add them to a draft. 

• Any unit related grid listing items o  Inventory → Items o      Inventory → Catalogues o       Inventory → Stock o      “Component” form → “Items” tab o       “Component Job” for → “items” tab o          “Sign out job” form → “Items” form o    Ship → Overview → Click “Stock minimum” o           Inventory → Stock History  
• It is also possible to add items to a draft from the “item form” (not right click)
• It is also possible to add items to a draft in the “Withdraw item” dialog. (not right click)