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Overview

Excerpt

Product aliases allow for products to appear with an Alias on the printed invoice and labels as requested by the customer rather than the full product description from the Master Product List.

 

Common Actions

 

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titleEnabling Product Aliases
Ui steps
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Ui step

Go to Setup > Settings > Order Entry > Order Entry Options 

Ui step

 Check the Enable Product Aliases  and select the product alias behaviour. Select "will" if you want the system to remember the product alias as the users are entering these values. Select "will not"t if you don`t want the system to remember the product alias entered by the users when creating orders.

Ui step

 Click on Save button.

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 Once the Product Aliases option is enabled the product alias will appear on the printed shipping labels and invoice.

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Ui expand
titleAdding Product Aliases
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Ui step

Go to Setup Products >> Product Aliases

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 The Product Aliases data will appear. In this screen, new Product Aliases can be added by clicking on Add Product Alias button.

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titleEditing Product Aliases

Existing Product Aliases can be edited by going to the actions column and clicking the Edit link. A pop up window will appear displaying the information that can be edited.

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titleAdding a Product Alias from a Prebook

Product Aliases can be added from a Prebook.

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Ui step

Go to Prebooks & SO's Add Prebook >>> Add Product Alias.

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Once you click on the Add Product Alias link a pop up window will appear and you will be able to enter the product alias as per customer request. 

Info
titleInformation

The Product Alias will only be seen once the labels and the invoices are physically printed.

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titleEdit Product Alias from the Order Entry

The system also allows salespeople to add product aliases from the Order Entry. To do so, just click on the Edit button from the Actions column when creating or editing an order. Enter the product alias and click on Add. Notice that for products in units the system will display the Product Alias next to the product name (if the alias is added).

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Panel

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ("customer-alias","product-alias","alias")
labelsorder-entry,labels