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Overview

 

Excerpt

Product aliases allow for products to appear with an Alias

in

on the printed invoice and labels as requested by the customer rather than the full product description from the Master Product List.

To enable Product Aliases

 

Common Actions

 

Ui expand
titleEnabling Product Aliases
Ui steps
sizesmall
Ui step

Go to Setup > Settings > Order Entry > Order Entry

Options > Check the "Enable product aliases" and save.

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Once the Product Aliases The

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.

Ui step

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

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To add Product Aliases 

Go to Setup > Products > Click on "Product Aliases".

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Ui expand
titleAdding Product Aliases
Ui steps
sizesmall
Ui step

Go to Setup Products >> Product Aliases

Ui step

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

on the "

on Add Product

Alias"

Alias button.

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Ui expand
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

editable To add

the information that can be edited.

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Ui expand
titleAdding a Product Alias from
the Add
a Prebook
Tab

Product Aliases can be added from

the Prebook Tab

Go to Add Prebook > Add Product Alias

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Once the "Add Product Alias" link is clicked

a Prebook.

Ui steps
sizesmall
Ui step

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

Ui step

Once you click on the Add Product Alias link a pop up window will appear

for the user

and you will be able to enter the product alias as per

the

customer

's request.

 

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request. 

Info
titleInformation

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

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Ui expand
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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titleRelated Articles
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Filter by label (Content by label)
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cqllabel in ( "customer-alias" , "product-alias" , "alias" )
labelsorder-entry,labels

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