Change classification

Use Item Classifications to group Inventory items. You can define classifications in the Item Classification Details screen. The following instructions tell you how to assign a classification to an Inventory item.

1.            Search the Inventory for the items to be assigned a classification.
See Search the inventory for more information.

2.            Select one or more items and click the Actions button.

3.            Choose Change Classification.
The Change Classification screen is displayed.

4.            Fill in the required information:
Type text into the Description field to identify this classification change. The description that you type here is displayed when you carry out an Inventory Transactions Search.
The Date defaults to today, but you can change it if necessary.
Choose a classification from the drop-down list. The available options are generated in the Item Classification module.
In the grid, type in the Quantity that you want to re-classify.

5.            Click Save.

6.            Click Complete to change the classification of the Inventory items.

To print or email the details of a completed classification change, click Actions (button) > Print or Actions (button) > Email as PDF.

The Inventory Transactions Search allows you to review classification changes.