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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

The Order Entry Options give you the possibility to change the inventory entry mode (Single or Bulk), the font size, and to filter the quantities (in FBE or in pieces).

 



Ui expand
titleInventory Options


Ui steps
sizesmall


Ui step

If you want to change the Order Entry Inventory options, go to Order Entry >> Add Order, then click on the green Add Items button.


Ui step

The "Inventory" window will populate; click on the gear icon in order to view the available options. Click on Inventory Options.


Ui step

Once you click on inventory Options, the system will display the Order Entry Options window:

Inventory Entry Mode (Single and Bulk): These modes modify the way the items are added to the orders:

  • If you click on "Single", you can add items by clicking on the "Add" link on the right-hand side of each item. The following window will let you add the number of boxes and the corresponding unit price.
  • If you click on "Bulk" mode, you can immediately type the number of boxes and unit price. Once you hit the "Enter" key, the line will be added to the invoice.

Font size: change the size of the text (small, medium, large).

Hide sensitive data: check this option to hide the Aging column so the sales staff cannot view this information. When this option is enabled, the following columns will be hidden in the Bulk Mode: Aging, GPM, Price A, Lan Cost, and Price B. In the single mode, the following columns will be hidden: Aging, GPM, Price A, Lan Cost, Price B Qty, and price. If you want to hide or show the Aging and GPM column per line when creating the order, you have the option of using the shortcut: Ctrl + U.

Enable inventory rotation: check this option to allow the system to sort the products by aging. When this option is enabled, the following columns will be hidden in the Bulk Mode: Aging, AWB, and Ref#. In the single mode, the following columns will be hidden: Aging, AWB, Ref#, Qty, and price. This option must be enabled from a setting.

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Ui expand
titleCustom Columns

The inventory window allows you to choose which columns should be displayed. Notice the available columns depend on the configuration in the order Entry Options. To configure, follow the next steps:


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Click on the Gear icon in the upper right-hand corner and then in the Custom Columns link.


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The Default Columns window will open, select which columns you want to be displayed and click on Save. The Status column will show icons with information such as breakdown, sell fast, notes, hold, etc.


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The system also allows you to change the order of the columns (just drag and drop the column freely). Remember that the changes you make regarding the position and view of columns in this screen will be saved by the system for the next time you log in into the system.




Ui expand
titleHow to Search for Products When Creating an Order

The system displays several options to search for the product while creating an order, depending on what kind of items are you adding:

If you are adding boxes: the system by default will search by product, AWB, customer, box type, and mark code. However, you can select any filter you want in order to find your products easier.


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Ui step

Click on the Change link


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The order entry filter options window will open, select only the filters you want to use. In this case, we select the AWB filter so it will only be possible to search by AWB.


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Now, the only filter available will be AWB.



If you are adding Hard Goods: the system allows to search for hard goods filtering by product, vendor, and SKU:

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If you are adding items from future inventory: you will be able to search by AWB, product description, or mark code:

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Info
titleInventory Types

The system allows you to choose the inventory type you want to be taken into account when searching for products in units, boxes, and hard goods:

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Panel
titleRelated Articles
Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "order-entry" , "adding-items" )
labelsorder-entry adding-items


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sizemedium

(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Cashier, Sales, Allocations.


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