Entering Products and Prices on Sales Orders

When creating a sales order, you enter products on the order's Body tab. You also use this tab to change product prices, as needed.

Note: If you add a line item to an order that causes the order to go over credit limit and you are not authorized to do so, the line item is not be added to the order. You must have the SOE.OPEN.ORDER.EDIT authorization key assigned.

To enter products and prices on an order:

Create or open a sales order and display the order's Body tab.
For each product the customer wants to purchase, complete the following fields:

Note: Depending on your Body tab view, you may be able to enter additional information.

Field

Description

Qty/Unit

The amount of the item to sell, and its proportions as it is packaged for sale, such as 1 each (ea), 1 box (bx), or 1 case (cs). You can enter only the quantity, if needed.

Note: If an item is tagged to a purchase order, you must have the OE.TAGGED.QTY.EDIT authorization key assigned.

Product Description

A statement that identifies the item to sell, including assembly or other charges. See Searching for Products for information on the methods for finding products in the system.

Note: When you enter an item, the system may prompt you to select a unit of measure. Select the unit from the list and press Enter.

Change the price of any product, if needed.
When finished entering products, press F12 to proceed to the next required tab.

When entering an order for an on-account customer, the customer's credit limit is checked upon exiting this tab.

Note: To delete a product from the order, right-click on the product and select Delete Line Item.

More Options for Entering Products and Prices

The following are some common options you might use when entering products and prices on sales orders:

To...	Use this option...
add a comment to a single line item on the order	Select Line Item > Comment. The Line Item Comments window displays.
view different information about the order, such as commission or pricing details	Select View > New View. Select from a list of possible column views. Only authorized users can access some views.
enter a nonstock product	Move the cursor to a blank line and select Line Item > NonStock (add/edit). The NonStockProductEntry window displays.
add a substitute product or recommended add-ons	Move the cursor to the applicable line item and select Line Item > Substitutes. The Substitutes/Add OnSaleItems window displays.
override the order's default pricing	Select Edit Order > Pricing. The Order Pricing Override window displays.
determine your profit or verify the last price the customer paid for the selected item	Move the cursor to the applicable line item and select Line Item > Quick Price. The Last Price Verification window displays.
reorder the customer's previous product selections	Select Edit Order > Reorder Pad. The Reorder Pad window displays.