The Stocking Standard master list is where approved Stocking Standards are created, stored and edited. Once a Standards ID has been defined, it can then be assigned to individual Standard Units by any user. All of the Standards ID details entered in the master list will be initialized for each Standard Unit it is applied to.
Changes made to a Standards ID in this master list may be applied to Standard Units where the Standards ID has already been assigned.
This master list is located under Configuration: Master List - Stocking Standards tab and is only available to Admin level users. Each Standards ID in the list is a hyperlink to the details page for that Standards ID.
Use the search field and/or filter functions at the top of each column to sort/filter on the page. For information on reporting grids see this Phoenix Connect Basics tutorial: Reporting Grids
Tip: Select the Stocking Standards tab at any time to close the details page and return to the list of Standards IDs. Remember to select Submit first to save any changes!
Add a New Stocking Standard
- Select +Add
- Enter a Standards ID and its corresponding attributes
- Select the FSP ID that this Standards ID was approved under.
(FSPs are created by Admin users under the Configuration: Site Plan Master menu item.) - Select the Multi Layer button to enter attributes if needed
- Click Close
- Click Submit
- Select +Add in the Species section to add Preferred/Acceptable species
- Click Submit.
Edit a Stocking Standard
- Select a blue Standards ID from the list to view/edit an existing record
- Make required changes
- Select Yes or No at the bottom of the page to update all Openings/SUs where the Standards ID is being used
- Click Submit.
A note is displayed at the bottom of the screen indicating if the Standards ID is assigned to any Openings.
- Select Yes to update the Openings with the change(s).
- Select No to leave the Openings unchanged.
Copy a Stocking Standard
Jump start the creation of a new Standards ID record by copying an existing Stocking Standard.
- Select the blue Copy icon on the far right
- Enter a new Standards ID number or keep the same Standards ID and add a new Amendment number
(Standards ID + Amendment = are used to uniquely identify each set of stocking standards) - Click Submit
- The Stocking Standard details page will display so you can change any values applicable
- Click Submit.
Tip: Use the Amendment number to distinguish between different variations are applied to a Standards ID.
Delete a Stocking Standard
- Select the red Trash bin icon on the far right to delete a Standards ID record.
(Trash bin icon will be disabled for any Standards ID assigned to one or more SUs.) - Select OK to confirm the deletion.
Tip: Select the Archived box if a standard is no longer used. It will no longer come up as an option when the Select Standards ID button is clicked from the Standard Unit page.