Every stock item lives in a store (a stocking department). If most of your items are kept in the same place, set it once as the default store and BusinessSensor fills it in for you whenever a new item is created.
Before you start
- You need Company Settings access to change Preferences.
- The store must already exist as a department. If it doesn't, create it first under Setup → Departments.
Steps
- Go to Setup → Preferences.
- Open the Stock & Inventory tab.
- Under Default Store, pick the store in Default Stocking Department.
- Click Save.
From now on:
- New inventory item opens with this store already chosen on the Stocking tab. You can still pick a different one for that item.
- AI-suggest inventory (and the pharmacy AI drug catalogue) start on this store, and every item they import is stocked there unless you choose another.
- An item saved without a store picked is given the default store automatically.
Tips
- Items that already exist are not changed. The default only applies to items created after you set it.
- To stop using a default, clear the box (the small ✕) and save. New items will then ask you to pick a store when they have opening stock.
- Branches with their own stores can still pick their store on each item. The default is a starting point, not a rule.
Common problems
"The default stocking department no longer exists." The store you chose was deleted. Pick another one and save.
The store I want isn't in the list. Only departments you are allowed to work with are shown (see Setup → Department Access). Ask an administrator to grant your group that department, or to set the default for you.
A new item still opened with no store. No default is set, or the default store was deleted after it was chosen. Check Setup → Preferences → Stock & Inventory.