Pastel Partner - How to change inventory item from service to physical item

[Neville Bailey]

I selected Group 002 (Inventory Goods) in the setup screen for inventory. Should all my items then not be marked as physical items (and not service items)? Could it be that it is shown as service items, because I imported the masterfile with zero quantities?

The group that you select under Setup...Inventory does not determine whether or not an item is a physical item or a service item.

You need to select either "Physical" or "Service" on the individual stock item masterfile record.

Why can I not change this one item's classification from service item to physical item?

This is because there is transaction history on this stock item, whereas the other items have no transaction history yet. Pastel's audit trail integrity standards prevent you from amending the physical/service status of a stock item once there is transaction history on an item. However, with specialised software at my disposal, I can change the status for you - give me a shout if you want me to do it remotely for you.

Why did it allow me to do a quotation for less than cost if I entered a minimum GP%? Could it be because of the zero quantities?

I have not yet tested this situation on my test data, so I stand to be corrected in saying that it could be due to the fact that the item was a service item.