How to set Compulsory select Stock Category

How to set Compulsory select Stock Category

Overview: 

End-users may forget to select type of Category in Stock Item Maintenance, which will affect the Inventory reporting. Compulsory Select Category is used to prompt end-users if they have not selected any Category.

Note: 

        This is only applicable to the following Optimum Packages:

• Optimum Financials
• Optimum Advance
• Optimum Core
• Optimum Edge
• Optimum Ace

Procedure:

There are two different approaches to this, it can be done per User Role or per User.

Per User Role

1. Go to Maintenance > User Roles > User Default Role Settings.

2. Select a particular User Role and tick Compulsory Select Category then click Save or Save and Close.

Per User

1. Go to Maintenance > User Roles > User Default Settings.

2. Select a particular User and tick Compulsory Select Category then click Save or Save and Close.

Application:

If the end-user forgot to select the Category of Stock Item, the dialog box below will appear upon saving which prompts the end-user to select the Category because it is compulsory.

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph