Adding Items
Type, use the magnifying glass, or use the blue arrow to locate the item /s required in the Item Number field.
Should the Display Items associated to the Location only tick box be ticked, only selections associated with the location will be provided.
If using our demonstration database refer to the Item Codes (Demonstration Database) section of this guide.
Once the item is chosen, the remaining fields will populate.
Users can update fields, such as the quantity or the price as necessary, provided the appropriate settings have been applied.
On the item the Allow price edit field must be ticked, which allows all users to edit the price of that item.
If the item does not have this field ticked, certain users, such as a Supervisor, can have Is Allow Edit Price ticked on their profile. This function serves as an override on the item setting for supervisors.
If the item has Allow description edit ticked, users can update the Description field, which appears on invoices.
Press Save and New on the right-hand side of the page if there are other items to add to the sales order and complete the process again.
Press Save and Close on the right-hand side of the page, if this is the final item to add to the sales order.
The Sales Details section will have been updated to reflect the items that have been added
The Order Total fields will display the new total tax included in the sales order and new total of the sales order.
