This article will guide you through how to clean up your stock This will reduce your stock listing to items that you use on a regular basis.
!! Make sure you have done a back-up prior to a Stock file Cleanup AND you are the only user logged in!!
The Stock File Cleanup flags the parts so they no longer display in SAM but part numbers can be re-instated if done prior to running the utility again (see note 5 below on how to do this). The part record will actually be deleted from SAM (and cannot be re-instated) the next time the Stock File Cleanup utility is run.
1. Go to Maintenance -> System Setup
2. Click on Helpdesk Contract -> Stock File Cleanup
This will show the Stock File Cleanup utility filters
Select the filters that apply to you
NB with #5 below: You will NOT be able to remove any stock items that have a transaction within the last year
3. Click OK
Pressing OK here will only identify Part numbers and produce a list
4. Double click on any part which you wish to keep. This will change the 'status' to Keep and the part will remain in your stock.
If you wish to you can Print a list for your records.
Press OK when ready
After completing the Stock File Cleanup all parts with a status of "Delete" will be flagged as deleted and will no longer display in the Stock Listing.
You can see an entry in the Control Log which shows that "Global Parts Data Cleanup" has been run.
5. If you realise you have deleted a part in error please go to the Undelete tab of the Stock File Cleanup screen
The Undelete tab only displays parts which were flagged as deleted the last time the utility was run
Find the part number(s) and Tag them so the "No" in Undelete changes to "Yes" then click OK:
The parts with "Yes" will be removed from the Undelete list and will display again in your Stock Listing:
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