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 Add Items to Order window ==
 
[[File:AddItemsToOrder_Top.png]]<br>
 
[[File:AddItemsToOrder_Top.png]]<br>
  
Line 16: Line 16:
 
[[File:AddItemToORder_Fourth.png]]<br>
 
[[File:AddItemToORder_Fourth.png]]<br>
  
−
<br>Click '''[[SLA Category]]''' to learn more.
+
[[File:MaterialsTab_ItemStatusColored.png]]<br>
−
<br>Click '''[[Price Books]]''' to learn more about how to setup special pricing for specific customers or for individual orders or items.
 
−
<br>For more information on creating purchase orders from service or install order, click '''[[Purchase Orders]]'''.
 
  
−
<br>
+
[[File:AddItemToOrder_Fifth.png]]<br>
  
−
[[File:AddItemsToOrder_Six.png]]<br>
 
  
 +
For more information on place Purchase Orders from service or install order, click [[Purchase Orders]].
  
−
<br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.
+
If the Item Details section isn’t showing, click '''Show Details''' as shown in image below.<br>
−
<br>[[File:AddItemsToOrder_Seven.png]]
+
[[File:AddItemsToOrder_ShowDetails.png]]<br>
  
−
 
+
[[File:AddItemsToOrder_Six.png]]<br>
−
 
 
−
== Item Details tab ==
 
−
[[File:ItemDetailsTab_AddItemToOrderWindow.png]]
 
−
 
 
−
<br>'''Item Status:''' You can customize this drop down field in Setup > Company > Lists > Item Status. Examples of statuses would be "staged" or "waiting for PO". On the Material tab on the order, you will see a Item Status column (image below)
 
−
<br>[[File:MaterialsTab_ItemStatusColumn.png]]
 
−
<br>'''Item Estimated Labor Hours:''' When you setup your inventory item, you can enter the estimated labor hour associated with the part.
 
−
<br>'''Total Estimated Labor Hours:''' This will take the estimated labor hours multiplied by the quantity of the part on the order.
 
−
<br>'''Create Labor Records''': Check this and when the material is added to the order, a labor item for the total labor hours will open.
 
−
<br>- If this is checked but the labor record doesn't create, then you have a setting in SME Setup to ignore labor hours. (setup > company > order > ignore labor hours on material)
 
−
<br>'''Need to order (Force JIT)''': if this is checked, SME will not try to allocate stock for the item. The Link Status will be Has JIT Items and you'll need to place a PO for the item.
 
−
 
 
−
<br>[[File:VendorItem_AddItemToOrderWindow.png]]
 
−
 
 
−
<br>'''Vendor''': This field will be populated automatically with the default vendor on your inventory item. This is set on the Inventory Item > Ordering Information tab > Vendor field.
 
−
<br>'''Vendor Items''' - to read about setting up vendor items and choosing vendor items on material, review the link below:
 
−
<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items
 
−
 
 
−
== Stock Details Tab ==
 
−
[[File:SelectStockTab_AddItemToOrderWindow.png]]
 
−
<br>The grid will show you what warehouse you are allocating or reserving stock from for the order. You can also use the '''[[Material Allocation]]''' window to do the same thing.
 
−
<br>'''Select Stock''' - click to select the stock lot you want to reserve for this order.
 

Please note that all contributions to High5Wiki may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see High5Wiki:Copyrights for details). Do not submit copyrighted work without permission!

Cancel Editing help (opens in new window)
Retrieved from "https://www.high5software.com//mediawiki/index.php?title=Add_Items_to_Orders"