Sales Orders - Tab - Products

How to add products to Sales Orders and list quantities

#Select Product tab within the Sales Order

#You can use the [Quick Add] to select one product at the time from the dropdown..

#...or you can use the [+ Advanced Add] to search and select multiple products and add them to your order at once

Tip: Filter your products by Product Categories, Manufacturer, or both.

Search for products by Style, Fabric, Colour and Description, you can also click the headers to sort these columns.

#Once products are added to the Sales Order enter the quantities required

Warning: A warning icon will display if there are products with a quantity (Qty) greater than '0' with a unit price set at '0.00'. The message Product with '0' Value will appear when hovering over the yellow triangle.

#Add any relevant line notes

#Click action button and select Show Comments

#Sales Order Notes added to the product will be visible and you can add additional comments

For more information on adding Sales Order notes to products

#You can also show Available To Sell and/or Projected Stock from this dropdown

For more information on showing Available To Sell and Projected Stock

#You can rearrange the products on the sales order..

#Drag and drop manually or sort all products alphabetically