Page tree
Skip to end of metadata
Go to start of metadata

Custom Holders allow you to create unique stock locations that are not linked to a user.

For example, you may have a vehicle pool, rather than assigning vehicles to individual staff. Creating a Custom Holder for these vehicles allows staff to choose the vehicle they need when they are allocating stock to a Task or Purchase Order.

Add Custom Holder

To add a Custom Holder:

  1. On the Custom Holders tab, click Add Custom Holder.


  2. Enter a name for the Custom Holder and click Save.
     

Edit Custom Holder

Click on the underlined name of a Custom Holder to open the Edit Custom Holder window.

From here you can edit the name of the Holder and change the Status to Archived if required.

Archive Custom Holder

Click on the underlined name of a Custom Holder (as shown in Edit Custom Holder, above) to open the edit window. Select Archive from the Status dropdown menu and click Save.

Show Archived

Click Show Archived at the bottom of the list to refresh the list and show all of the Custom Holders sorted by name.

The archived items will be prefaced by the word 'ARCHIVED' in brackets.

Click Hide Archived to return to the active Custom Holders view.

On this page: