Editing Add Items to Orders

Add material on a service order, install order, or itemized invoice:<br>
1. Click the '''Order Items''' tab.<br>
2. Click '''New 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>

[[File:AddItemsToOrderWindow.png]]<br>

== Item tab ==
[[File:AddItemsToOrder_Top.png]]<br>

[[File:AddItemsToOrder_Second.png]]<br>

[[File:AddItemToOrder_Third.png]]<br>

[[File:AddItemToORder_Fourth.png]]<br>

<br>Click '''[[SLA Category]]''' to learn more.
<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:AddItemsToOrder_Six.png]]<br>


<br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.
<br>[[File:AddItemsToOrder_Seven.png]]



== 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>'''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.