Entering Product Line Details

After you have completed the header details for the Sales Order (or Quote, Sales Enquiry, Sales Contract, or Credit Note) and clicked [Tab] your cursor will be focused on the first Product Code field ready for you to enter the products required by the customer.

The basic procedure for adding product lines to a sales document is simple:

• enter the Product Code - or select the product using the Finder - then click [Tab]; then

• enter the Quantity required; then

• click Return and add then add further lines as necessary, before Completing the document.

See Adding Product Lines.

Note: You also have the option of using Product Enquiry to add previously-ordered products. See Entering Product Lines With Product Enquiry.

Various elements are displayed on the line, allowing access to useful information/facilities. See Understanding Product Lines.

Additional Product-related details display in the Properties: Product Panel.

Note: Although the standard method is to add Products and other line types manually, there are facilities to copy Product lines from other documents and document types - see Product Line Right-Click Options. You may also populate the Product line fields by converting an open Sales Order to a Quote (or vice versa), or by converting an open Sales Enquiry to a Quote or Sales Order, by duplicating one type of completed sales document as another document type (e.g. duplicating a completed Sales Order as a Sales Contract).

Note: When a product flagged for 'batch traceability' is entered as a Sales Order line, the system automatically selects the Batch Number, Serial Number and/or Bin Location of the product. You may review/edit this allocation by selecting the line and clicking Shift + [F4]. See Editing Sales Order Batch Allocations.

A range of additional features are available at the line-adding stage, including:

For Sales Orders, Quotes and Sales Enquiries only:

• Viewing price and stock details for a product.

For all sales document types:

• Entering Text, Manual and Special lines.

• Viewing and entering details using the Properties area.

• Reviewing Product and Customer details.

• Viewing the Product Catalogue.

• Cancelling lines and documents.

• Product line right-click options (e.g. cutting/pasting lines; adding a new line above an existing line).

• Working with Auto Add-ons, Top Sellers and Associated Products.

• Viewing and manipulating Prices and Discounts by lump-summing / re-pricing Product lines and/or using Line Pricing (Negotiation View) or Manual Pricing.

• Save negotiated prices/discounts as Special Prices.

• Changing Lines View Mode to view different line information.

• Entering Timber and Sheet Products, Packs and Kits.

• Selecting additional 'Product Processes' required by the Customer, if available.

• Selecting alternative stock units/quantities.

For Sales Orders only:

• Viewing and editing the allocation of Batch/Bin/Serial-numbered goods to the Sales Order.

• Converting a non-Completed Sales Order to a Quote.

• Reviewing stock levels before adding a line or Completing the order.

• Specify 'alternative products' (if set up in the Product record) if there are insufficient stocks of the current product available to fulfil the order.

• Working with orders where there is insufficient stock to fulfil the order - and dealing with Back Orders.

• Adding Luckins Products (products from the Luckins catalogue).

For Sales Orders and other sales document types:

• Parking the document (Sales Orders; Quotes; Credit Notes).

• Selecting an alternative delivery (or receipt) Branch (Sales Orders; Credit Notes).

See Additional Procedures When Adding Product Lines for a full list and further details.

Note: To review the full Sales Ordering procedure see Working With Sales Orders.

NEXT: Adding Product Lines