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Go to Prebooks & SO's>>Prebook Summary, click on Allocations view, and then click on Search to view the available filters. |
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Click on the Type filter and enter as many order types as you need. Notice there is also a filter to exclude Future Sales Prebooks. |
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Once you have finished, click on Search. |
Adding General Notes From the Allocations ViewThe system will allow users to add and edit general notes (visible for both vendors and customers) to Prebooks from the Allocations View. Edit Notes: If the Prebook already has a note, click on the blue icon that appears next to the product name. The general notes window will be displayed and users will be able to edit it.  Image Modified
Add a New Note: Hover the cursor over the product name and click on the white notes icon. The general notes window will be displayed and users will be able to add a new note.  Image Modified
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