Select Items to Add

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Overview

• The Multi-Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation button on the Manual Orders screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) opens the Select Items to Order screen, which allows the user to add multiple products to an order simultaneously.

• This screen is also opened by the Multi-Select button on the Kits tab of the Inventory screen and is used to add multiple products to a kit simultaneously. The Qty to Order column is relabeled to Qty. for Kit.

• The Find Items to Add button on the Create New POs abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. tab of the Purchase Orders screen also calls this screen when the user elects to manually add products to a purchase order from a list. In this instance the screen includes supplier vendor related fields.

• Enter a value in the SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory Begins, SKU Includes, Name Begins, or Name Includes fields and press the Enter key to filter the list of products displayed at this screen.

• To add an item or items to the order, enter a value in its Qty to Order / Qty for Kit / # to Order field and click the OK button.

Description of the Screen

SKU begins with Field

• enter one or more beginning characters of a SKU to filter the list of inventory items displayed at the bottom of the screen

• where SKU is the value in the LocalSKU field of the product's inventory record

SKU includes Field

• enter a few characters of a SKU, which can be in any position of the LocalSKU field, to filter the list of inventory items displayed at the bottom of the screen

Name begins with Field

• enter one or more beginning characters of a product's Item Name to filter the list of inventory items displayed at the bottom of the screen

Name includes Field

• enter several characters of the Item Name, which can be in any position of the Item Name, to filter the list of inventory items displayed at the bottom of the screen

Show All Button

• click this button to clear any filters that have been applied  

Sort By Drop-down List

• choose a column by which the list of inventory items are sorted

AZ and ZA Buttons

• click either of these buttons to sort the list of inventory records in ascending or descending order, by the column selected in the Sort By drop-down

Price Level Drop-down List

• if price levels have been defined in the program, select a Price Level the various prices at which the same product may be sold, such as wholesale, retail, club, etc. from the drop-down list
• the Price column is updated to reflect the product's price at the selected level

Supplier Drop-down List

• select a specific supplier from the list to view a list of products associated with that supplier

Suppliers: Controls

• when a supplier is selected from the drop-down, the user can also choose whether to view only those products for which the selected supplier is the Primary Supplier or to view All products associated with the selected supplier
• if the values in the Supplier SKU or Unit Cost fields are altered here, the changes can be stored in the selected supplier's record by checking the box labeled Store Cost & Supplier SKU changes

List of Products (not labeled as such)

SKU Column

• displays the value found in the LocalSKU field of the product's inventory record

Supplier Column

• this column only applies when the Select Items to Add screen is opened from the Purchase Orders screen

Item Name Column

• displays the value found in the Item Name field of the product's inventory record

Price Column

• shows the regular price of the item as defined in the product's inventory record, unless a specific Price Level has been selected on this screen

• this field is not visible when the Select Items to Add screen is opened from the Purchase Orders screen

On Hand Column

• displays the current Quantity on Hand of the item

Qty to Order / Qty. for Kit / # to Order Column

• enter the number of units of the product to add to the order, kit or purchase order

Min. Qty Column

• if the supplier has a minimum order quantity for a product it is reflected in this field
• this is only seen when the Select Items to Add screen is opened from the Purchase Orders screen

Unit Cost Column

• this field displays the cost of the product when purchased from the selected supplier
• this is only seen when the Select Items to Add screen is opened from the Purchase Orders screen

On Sale Column

• at Manual Orders, check the box in this column to indicate the product should be added to the order with the Sale Price indicated in the adjacent column

• this is not visible when the Select Items to Add screen is opened from the Purchase Orders screen

Sale Price Column

• at Manual Orders, when the On Sale check box of an item is selected enter the sale price at which the item is added to the order  

• this is not visible when the Select Items to Add screen is opened from the Purchase Orders screen

OK Button

• click this button to add the item or items to the order, kit, or purchase order

• only products having a value in the Qty to Order, Qty for Kit or # to Order fields are added

Cancel Button

• click this button to close the Select Items to Add screen

Additional Information

Created: 3/12/12

Revised:

Published: 04/14/16