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As time goes on, you may want to edit or add information to articles. Adding or changing information at the article level are similar, and fairly straight forward. |
Open the Article
First, open the customer and click on the ‘Articles’ tab. Once there, find the article you wish to edit, then double click to open it.
Make Edits
Once inside the article, changes can be made to the data.
When new data has been entered, the fields will turn yellow to let you know that they hold new information and need to be saved.
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The ‘Article #’ field can NOT be edited. |
Update Inventory Check Box
If you have inventory associated to the articled that you are editing, you will need to make sure your changes apply to the existing inventory. The ‘Update Inventory’ check box will do this.
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If the ‘Update Inventory’ box is left unchecked, the inventory associated to the article will NOT reflect your edits. Only new inventory brought into the warehouse under that article will have the new information. |
Save the Changes
The last step will be to save your changes. Hit the ‘Save’ button at the top of the page to save the changes. Then hit ‘Back’ to return to the ‘Articles Tab’. You should see the updated information reflected in the grid.
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Your article has been successfully updated. |
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