Adding Locations & Items
As outlined in the Adding Locations, Items & Packages section of this guide, users can choose the Add Item button to sell an item or the Add Location button on the right-hand side of the page to sell a location and associated packages.
Remember, items, packages and locations that have been added to a sales order that need to be edited or deleted can be done so by following the steps in Editing Items section of this guide.
Add Location
Pressing the Add Location button opens up a pop-up window, as outlined in the Adding Location section of this guide.
Remember, to be able to sell a location, the location needs to be linked to an item.
Users may find it useful to have the location code available when completing this screen, perhaps by having the location record open on another tab in their browser.
For a Burial Booking where the rights to a location are being sold, the rights would be at-need and therefore the Pre-Need tick box would be left un-ticked.
Remember this tick box flows through from the summary screen of the sales order and can be ticked on and off for individual items being purchased, if necessary.
Add the location into the location field and the information from the item will populate the remaining fields on screen.
Once completed, press Save and Close on the right-hand side of the page.
The right of interment item will now display on the sales order.
Add Item /s
Pressing the Add Item button opens up a pop-up window as reviewed in the Adding Item /s section of this guide.
Locate the item in the Item Number field.
Once the item is chosen, the remaining fields will populate.
If this is the final item to add to the sales order, press Save and Close on the right-hand side of the page.
The sales order will now have updated to reflect the item (s) added.
Add Package
To add a package where a location is being purchased select the Add Location button.
Add the location into the location field and the information from the item will populate the remaining fields on screen.
If the item that the location is linked to is a component of a package item, the Package field will display.
Alternatively, to add a package where a location is not being purchased, select the Add Item button.
Add an item which is a package component into the Item Number field and the information from the item will populate the remaining fields on screen.
If the item is also a component of a package item, the Package field will display.
As outlined in the Adding Packages section of this guide, choose the appropriate package for the sale.
Remember, clicking on the View Package Items button on the right-hand side of the page will allow users to see the items in the package.
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.
Once completed, press Save and Close on the right-hand side of the page.
The package item will now display on the sales order.
