1stBase Help

Version: Pro 5.0.0.0

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Add Product (From Customer Record)

This window is displayed when you click the New Product button in the main Customer Record.

This window allows you perform the following functions:-
1. Add an entirely new Product into the system. The necessary Product Registration record is created automatically with the relevant details.
2. Assign a Product that is currently in stock as sold to the current customer. The existing Product Registration record is modified as necessary.
3. Re-assign a Product marked as sold to another customer to the current customer.
In each case the Product Registration window is opened so that you can enter any additional information required.

Search Part Ref

Enter the part reference you wish to locate and click Find to search for it.

Find

Searches for the part reference you have entered.

Grid The Grid displays all Stock records that are flagged for Location Tracking. Highlight the Stock record that relates to the machine you are adding.
NOTE: If the Serial Number already exists in Product Registration then you will be unable to reset the Product type (the new type will be ignored). If you wish to change the Product type then this is done from the Product Registration window using the Assign button.
Serial No The serial number of the Product to be added against the customer..
Purchase Date

The date the machine was purchased.

Ok Accepts the entries you have made.
Cancel Closes the window without adding or assigning a Product.

See Also:
Customers
Product Registration
Stock Master Maintenance