To assist in adding products to a sales order, you can click in the grid at the bottom of the screen and then press F3 on your keyboard to bring up details about the customer's pricing and order history. This grid can also be used as an order sheet as quantities for multiple products may be entered and applied to the sales order.
There are a few filter options available on this screen:
Only display products that have previously been ordered.
If this box is checked then the list of products in the grid will be limited to products that the customer has ordered and been invoiced for in the past.
Highlight products that have not previously been ordered.
If this box is checked then products the customer has not ordered and been invoiced for in the past will be reflected in blue font.
Category
If a category has been selected from the drop down the list of products will be limited to those within the associated category. You can safely click between categories while entering quantities and working within the grid.
Base Average and Last Quantities on X orders placed since X
These options allow you to choose a days of the week and a starting date for average and last order quantity details in the grid to be based on.
Display Excluded Products
If this box is checked excluded products will be displayed.
Sort By
If a method has been selected from the drop down the applicable sorting option will be applied to the list of products displayed.
Display Availability
If this box is checked columns reflecting inventory details will be added to the grid. The additional columns will reflect available, on hand and on order quantities.
The columns within the grid are further explained below:
Code
Your product codes
Name
You product names
Units
Your product sell by units
Price
This customer's tier pricing for the associated product
Last Ord
The last date this customer has ordered the associated prdouct
Avg
The average quantity that the customer has ordered. Note the quantity refers to the filter option 'Base Average and Last Quantities on...'
Last
The last quantity that the customer has ordered. Note the quantity refers to the filter option 'Base Average and Last Quantities on...'
Qty
This is an input field that allows you to enter the quantities for multiple products on one screen. Clicking OK will add the quantities from this window to the order.
Avail
If the 'Display Availability' box has been checked this will reflect available inventory (that is on hand minus on order).
On Hand
If the 'Display Availability' box has been checked this will reflect on hand inventory.
On Order
If the 'Display Availability' box has been checked this will reflect on order quantities.
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