You can create an Action by selecting Items from the top menu and Actions from the left menu.
You can also create and allocate an action in the one go by selecting Items > Stock, select the stock item you wish to attach the action to, selected Edit from the left menu, select the Action tab in the bottom right of the screen, and then allocate and/or create the Action.
An Action normally comprises of a Header record (displayed in the top grid) with one or more Line records (displayed in the bottom grid).
On the Action screen to create the Header record select 'New' on the top line and and enter the following details
•Name - Give it a meaningful name.
•Type - Select one of the types of Action - See: Types of Action
•Include Original - Tick if you want the original item it was brought up on to be included (Add-On), or un-tick if you do not want it included
•Prompt - Enter any text you want displayed on the screen when the Action options are displayed
When completed the Header details select 'Ok' from the left menu
We can then add any Lines (Items) for the Action by selecting 'New Item' from the left menu.
If the Header Type is for Stock Items it will then bring up a Stock Item selection screen where you can select the appropriate stock item.
Depending on the Header Type you will then get slightly different screens. For example on a Kit you would get:
•Part No - The stock item you just selected
•Qty - How many to supply
•Over-ride Type - Different types of Price Over-rides - See below
•Over-ride Value - The amount depending on the Type
•Sort Order - So you can change the order the items are entered
These are the current Over-ride options:
•Add Fixed Amount Incl Tax
•Add Fixed Amount Excl Tax
•Subtract Fixed Amount Incl Tax
•Subtract Fixed Amount Excl Tax
•Replace Fixed Amount Incl Tax
•Replace Fixed Amount Excl Tax