Changing stock life

Changing the stock life of SKUs will reflect the status of a unit , eg if a supplier no longer manufacture certain goods and can no longer supply we need to ensure this reflects on the website and to our wider teams by marking this QUIT and SUPERSEDED

Important!

Whenever you are quitting any items you must check if they are part of a kit. Ensure any kit they are part of is also quit to avoid disappointed customers!

You can check for kits on the item card via the hyperlinked number. If it shows as 0 then there are no kits to be concerned about.

You must also inform content whenever a SKU that was previously quit has been re-activated.

Bulk stock type change.mkv

Changing stock type - Bulk

Copy the template and populate with the below fields

Make a spreadsheet
- SKU - SUPERSEDED - QUIT
- SKU - STOCK - ACTIVE

Delete header row ( row 1 ) and Save as .csv file

Move file to X drive

Go to NAV > Departments > Utilities

Click Upload Item Stock Type (3rd from the bottom of tasks

Load the .csv file

If there are sales orders there , advise order fulfillment

If superseding create a report of outstanding POs step here , confirm with the supplier on what will be fulfilled . cc in orderfulfilment@winning.com.au
- For EDI POs, check the PORs as they'll often tell you there that they're "Not Accepted" or "Rejected". You can zero such lines out.

INDIVIDUAL STOCK TYPE.mkv

Changing stock type - individual

Sense check the sku is suppose to be changed and is coming from a reliable source I.E (Supplier directly or PRM)

Go item page in Nav, and search the sku that needs to be changed

Change "Product Life Cycle" to either Quit or Active depending on what needs to be actioned

Change "Change Stock Type To" to the Stock, Superseded or Proforma depending on what needs to be actioned

Press refresh on the click in top left action pane to ensure the changes have gone through
If superseding create a report of outstanding POs step here , confirm with the supplier on what will be fulfilled . cc in orderfulfilment@winning.com.au
- For EDI POs, check the PORs as they'll often tell you there that they're "Not Accepted" or "Rejected". You can zero such lines out.

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