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Add Line Item Screen

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Overview

The Add Line Item individual items listed on an order screen synonymous with the Microsoft Access Form Object or user interface. can be opened via the [Add Line Item] button found on the Orders screen. It is used to add other line items to the currently viewed order.

Line items cannot be added to Approved orders, the order must first be unapproved, then add the line items and re-approve the order. The program will recalculate the charges on the order to account for the item or items that were added, including sales tax, discounts, surcharges, etc.

Description of the Add Line Item Screen

Figure 1: Add Line Items screen

• Select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation a product SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory from the drop-down list under the label New SKU; or use the [Search SKUs] button to open the Search Inventory/Find a Product screen to locate the product that is to be added to the order. If the item has attributes Product attributes are color, size, or style etc. An attribute can have various options or variants from which the customer can choose, such as Large or Extra Large for the size attribute, or Blue or Green for the color attribute. The base product SKU combined with each of the possible options for each attribute create a sub-SKU record in the Order Manager's inventory. Sub-SKUs are important for tracking the accurate quantity on hand for a particular item rather than the general product., they will be displayed below the New SKU drop-down list, or in the Freeform Options text box.

• The [View/Edit Product] button allows the user to alter information in the product's inventory record, once a product is selected on this screen.

• The [Add New SKU] button opens the Add to Inventory/Add New Product screen, where the user may enter an inventory record for a brand new product SKU.

• Use the blue arrows to change the Quantity of the product that will be added to the order, or over-type the value in the text box.

• In the New Price section, select a price level the various prices at which the same product may be sold, such as wholesale, retail, club, etc., discount type and/or over-type the values in the Sell at or Actual Unit Cost fields.

• If the item is to be drop-shipped, check the Drop Ship an order placed with a supplier for an item or items that are not normally stocked by the merchant; the supplier then ships the merchandise directly to the merchant's customer. The merchant does not take ownership of any of the supplier's inventory. this item box. At that time, select a supplier vendor from the appropriate drop-down list and set the expected or actual ship dates, as desired.

• When finished with the changes, click [OK]  to complete the action and return to the Orders screen, or click [Cancel] to abort the changes and return to the Orders screen.   

Created: 12/23/10

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