Editing Add Items to Orders
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
Add material on a service order, install order, or itemized invoice:<br> | Add material on a service order, install order, or itemized invoice:<br> | ||
1. Click the '''Order Items''' tab.<br> | 1. Click the '''Order Items''' tab.<br> | ||
− | 2. Click '''Material'''.<br> | + | 2. Click '''New Material'''.<br> |
3. Select the material.<br> | 3. Select the material.<br> | ||
4. The '''Add Items to Order''' window opens. This is where you can enter the quantity, change the price, select a vendor and more.<br> | 4. 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 7: | Line 7: | ||
[[File:AddItemsToOrderWindow.png]]<br> | [[File:AddItemsToOrderWindow.png]]<br> | ||
− | == Item tab == | + | == Orientation of the Item tab == |
[[File:AddItemsToOrder_Top.png]]<br> | [[File:AddItemsToOrder_Top.png]]<br> | ||
Line 18: | Line 18: | ||
<br>Click '''[[SLA Category]]''' to learn more. | <br>Click '''[[SLA Category]]''' to learn more. | ||
<br>Click '''[[Price Books]]''' to learn more about how to setup special pricing for specific customers or for individual orders or items. | <br>Click '''[[Price Books]]''' to learn more about how to setup special pricing for specific customers or for individual orders or items. | ||
− | |||
<br> | <br> | ||
+ | For more information on creating purchase orders from service or install order, click [[Purchase Orders]]. | ||
+ | |||
+ | If the Item Details section isn’t showing, click '''Show Details''' as shown in image below.<br> | ||
+ | [[File:AddItemsToOrder_ShowDetails.png]]<br> | ||
[[File:AddItemsToOrder_Six.png]]<br> | [[File:AddItemsToOrder_Six.png]]<br> | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |