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Defining Stock Profile Periods

Define stock profile periods form is accessed via the Showroom > Miscellaneous Options > Stock Profiling menu and is used to create and maintain Stock Profiling Periods. A Period is a set amount of time that the specific profile relates to. The Periods can be user defined or created on a weekly or monthly basis. For example The Month of October 2008 or Week 44 of year 2008.

Menu:

MenuIconDescription
File > Exit Exit Returns you the previous screen.
Help > Help Help Displays this help page. Alternatively, press F1.

Location: When the drop down is selected, all locations available to the user and SR Salesperson settings are available for individual selection.

Period: Three period types are available for selection.

  • Monthly: A month is considered to start on the 1st and end on the last day of the month.
  • Tip: An ellipsis has been provided to select the month. If a date is entered manually, it will always default to the 1st of the month that has been entered..

  • Weekly: A week is considered to start on a Monday and end on a Sunday.
  • Custom: User defined dates can be entered.
  • Description: The description field is a free text field. However, if nothing is entered into this field, then default text of the period description is automatically entered. For example Monthly October 2008 or Weekly 44/2008.No default description is entered for custom.

    Show all periods: All current periods are displayed automatically when entering this form. Click on this tick box to show all periods.

    Grid:

    Current periods are displayed in a grid. Select one to enable the buttons and select the required action. For example New or Amend. The grid displays the following columns.

    Period: Unique number allocated to this period.

    Location: Location selected for this period.

    Description: Description of the period.

    Type: Period Type. For example M for Monthly.

    Start: Start date of the Period.

    End: End date of the Period.

    Buttons:

    ButtonIconDescription
    Cancel Cancel Cancel any work already entered.
    Save SaveSaves entered information.
    New Add Create a new entry.
    Amend Amend Amend a selected entry.
    Copy Copy Copy a selected entry so it can be changed and saved as a new record.
    Delete Delete Delete a selected entry.

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