Summary

Beginning with version 5.0.263 of SalesPRO, users can now change product, style and options for multiple line items on a Quote or Sale.  This article provides instructions on how to make these changes


Instructions

  • From within Order Entry, select two or more lines you wish to change.
  • Click on the top portion of the Replace Items icon in the Tools menu.


 


  • The Replace Products, Styles, and Options window will open.
  • In this window, click the Select button.
  • Note: The following options cannot be changed:  Room Location, Width, Height, Mount, Remarks and any other dimension option.  These options are shown, but are grayed out. 
  • Click the green validate bar to begin making changes.
  • Changes can be made to the Product, Style or Options.
  • Once changes are complete, click OK.
  • Press Ok on the Replace Products, Styles and Options Window
  • Your changes will be processed and you will see the Replace Review window appear.
  • Any errors will be noted on this screen. 
  • Click OK on this window to apply the new selections to your quote or sale. 





Related Articles:


Applies to:


  • SalesPRO Software