More Information
These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links.
Steps
While editing a quote or sale
- Click on Add Product, or double click on an existing line item, to open the Edit Product Item window.
- Clicking on the down-arrow next to Add Product brings up an option to Add as a Copy. Be sure to first highlight the line item from which to copy.
- If you are adding a line, the manufacturer/product/style will fill with the last one used, or the default, based on the selection in Application Settings.
- Opening an existing line will show the product and style previously selected.
- Click on the first drop-down arrow to change the manufacturer, then the second to change the product.
- To select the style, use the third drop-down box. To have the options for that style appear, click in the options window.
- Clicking on the down-arrow next to Add Product brings up an option to Add as a Copy. Be sure to first highlight the line item from which to copy.
- Opening an existing line will show the product and style previously selected.
Notes
- Only options that match from one product/style to another will have their values saved.
- To save numeric values (e.g. width/height) from one product/style to another, in the Common Section of Application Settings, under Order Entry, uncheck the box for "Reset numeric values to zero when using Add and Continue".
Related Articles
Applies to
- SalesPRO Software