Add Items to Orders - Revision history

Amy at 23:34, 15 May 2013

2013-05-15T23:34:20Z

2013-05-15T23:31:23Z

Item Details tab

2013-05-15T23:28:59Z

Stock Details Tab

2013-05-15T23:28:23Z

2013-05-15T23:20:11Z

Item Details tab

2013-05-15T23:19:36Z

Item Details tab

2013-05-15T23:18:02Z

Item Details tab

2013-05-15T23:13:46Z

2013-05-15T22:54:18Z

Orientation of the Item tab

2013-05-15T22:53:32Z

Orientation of the Item tab

@@ Line 1: / Line 1: @@
 Add material on a service order, install order, or itemized invoice:<br>
 . Click the '''Order Items''' tab.<br>
-. Click '''New Material'''.<br>
+. Click '''Material'''.<br>
 . Select the material.<br>
 . The '''Add Items to Order''' window opens. This is where you can enter the quantity, change the price, select a vendor and more.<br>

@@ Line 38: / Line 38: @@
 <br>'''Total Estimated Labor Hours:''' This will take the estimated labor hours multiplied by the quantity of the part on the order.
 <br>'''Create Labor Records''': Check this and when the material is added to the order, a labor item for the total labor hours will open.
 <br>'''Need to order (Force JIT)''': if this is checked, SME will not try to allocate stock for the item. The Link Status will be Has JIT Items and you'll need to place a PO for the item.
@@ Line 45: / Line 46: @@
 <br>'''Vendor Items''' - to read about setting up vendor items and choosing vendor items on material, review the link below:
 <br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items
 == Stock Details Tab ==

@@ Line 49: / Line 49: @@
 == Stock Details Tab ==
 [[File:SelectStockTab_AddItemToOrderWindow.png]]
-<br>The grid will show you what warehouse you are allocating or reserving stock from for the order. You can also use the Material Allocation window to do the same thing.
+<br>The grid will show you what warehouse you are allocating or reserving stock from for the order. You can also use the '''[[Material Allocation]]''' window to do the same thing.
 <br>'''Select Stock''' - click to select the stock lot you want to reserve for this order.

← Older revision		Revision as of 23:28, 15 May 2013
Line 45:		Line 45:
	<br>'''Vendor Items''' - to read about setting up vendor items and choosing vendor items on material, review the link below:		<br>'''Vendor Items''' - to read about setting up vendor items and choosing vendor items on material, review the link below:
	<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items		<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items
		+
		+
		+	== Stock Details Tab ==
		+	[[File:SelectStockTab_AddItemToOrderWindow.png]]
		+	<br>The grid will show you what warehouse you are allocating or reserving stock from for the order. You can also use the Material Allocation window to do the same thing.
		+	<br>'''Select Stock''' - click to select the stock lot you want to reserve for this order.

@@ Line 42: / Line 42: @@
 <br>[[File:VendorItem_AddItemToOrderWindow.png]]
-<br>Vendor: This field will be populated automatically with the default vendor on your inventory item. This is set on the Inventory Item > Ordering Information tab > Vendor field.
+<br>'''Vendor''': This field will be populated automatically with the default vendor on your inventory item. This is set on the Inventory Item > Ordering Information tab > Vendor field.
-<br>Vendor Items - to read about setting up vendor items and choosing vendor items on material, review the link below:
+<br>'''Vendor Items''' - to read about setting up vendor items and choosing vendor items on material, review the link below:
 <br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items

← Older revision		Revision as of 23:18, 15 May 2013
Line 39:		Line 39:
	<br>'''Create Labor Records''': Check this and when the material is added to the order, a labor item for the total labor hours will open.		<br>'''Create Labor Records''': Check this and when the material is added to the order, a labor item for the total labor hours will open.
	<br>'''Need to order (Force JIT)''': if this is checked, SME will not try to allocate stock for the item. The Link Status will be Has JIT Items and you'll need to place a PO for the item.		<br>'''Need to order (Force JIT)''': if this is checked, SME will not try to allocate stock for the item. The Link Status will be Has JIT Items and you'll need to place a PO for the item.
		+
		+
		+	<br>[[File:VendorItem_AddItemToOrderWindow.png]]
		+
		+	<br>Vendor Items - to read about setting up vendor items and choosing vendor items on material, review the link below:
		+	<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items

@@ Line 7: / Line 7: @@
 [[File:AddItemsToOrderWindow.png]]<br>
-== Orientation of the Item tab ==
+== Item tab ==
 [[File:AddItemsToOrder_Top.png]]<br>
@@ Line 27: / Line 27: @@
 <br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.
 <br>[[File:AddItemsToOrder_Seven.png]]

← Older revision		Revision as of 22:54, 15 May 2013
Line 26:		Line 26:

	<br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.		<br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.
		+	<br>[[File:AddItemsToOrder_Seven.png]]

← Older revision		Revision as of 22:53, 15 May 2013
Line 23:		Line 23:

	[[File:AddItemsToOrder_Six.png]]<br>		[[File:AddItemsToOrder_Six.png]]<br>
		+
		+
		+	<br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.