Duplicate a stock item

You can copy an existing stock item and then amend the copied item to suit. You can copy:

• All details for an existing stock item, except the code and name.
• Limited details for an existing stock item as follows:
  • The basic settings stored on the Details tab of the stock item (Product group, Trading settings, Costing method, Item status, Manufacturer details, Stocktake cycle, Item description) are copied, including batch/serial numbered item settings if applicable. In addition, the settings for movement history and negative stock levels although not displayed on the stock item are also copied.
  • You can copy other details set for the item as required; for Units of measure, Locations, Supplier details, Alternative items, Cross-selling items, Memos.

Note: Copying an existing stock item does not copy stock movement details. If the item is assembled using a bill of materials, the BOM type is set to Component, the bill of materials is not copied.

To duplicate an existing stock item

Open: Stock Control > Stock Records > Enter New Stock Item.

1. Enter the Code and Name for your new stock item, and select its Product Group.
2. Select Duplicate.

3. Select the stock item Code that you want to copy details from.

   • To check the details of the item you're copying, click View Detail.

   • If you can't see a stock item, you might have set its Current Status to Inactive. You can amend the stock item to change its status.

     You can't duplicate a stock item that is a Phantom item assembled using a bill of materials (BOM).

4. Choose which details to copy from the original stock item.

   • To copy all the stock item details, select Duplicate all details.

   • To choose which details to copy, select Duplicate basic details, plus.

     Basic details are always copied, including settings on the Details tab, Analysis tab, Batch/Serial Nos tab if applicable, and Comments tab.

     You can choose to copy:

     • Units of measure.

     • Supplier details.

     • Attachments.

     • Locations.

     • Alternative items.

     • Cross-selling items.

     • Memos.

5. Click OK to copy the details to your new stock item.

6. Continue to set up your new stock item.

   • If applicable, click Selling Prices to edit the stock item price.

7. To save the stock item, select Save.