Add/Insert – Inserts a blank line above the highlighted line so the user can keep items grouped.
Delete – Deletes the highlighted line
Comment – Brings up a comment dialog. The user can either enter miscellaneous comments or select from previously created comments. When looking up the comments the user can add template ones to the list for use later.
Serial Numbers – When an item with a serial number or lot number is added to an order this button will highlight so the user can select a serial or lot number. If the item is setup to automatically select the serial/lot number based on oldest it will populate the order with the serial number after selecting the item. The user can still click the serial number button and change to another serial/lot number if required.
Add Job Header – Add a Job Header is like a comment but it adds a grouping to the order based on it. The job header shows on the order bolded and by default prints bolded. They can also be sub-totaled on sales order reports including invoices.
Toggle Kit Components – Exposes the kit components that can then be edited. If reports like pick ticket or invoice are printed while toggled on, the components will be included on the report. If the kits are toggled on a small arrow appears in front of it. This allows the user to suppress the components on screen, however as long as that arrow is there the components will still print. To suppress printing, click the toggle again.
UDF – Allows the user to add data to the user defined fields. Each line of the sales order can have its own data. The structure is also edited on the dialog, but only those with the right security permissions can edit the structure.
Scan Items – Clicking this button brings up a quick POS like dialog to add items to the order. The user can scan an item and it will be added to the order with quantity 1 and the dialog will remain open. Scanning another of the same item will increase the quantity. If the user types a quantity and then uses the multiplier set in company settings (usually the *) and then scans or types the item it will add that quantity of that item to the order. The user can also directly scan a serial or lot number and it will add the item with that number to the order.
Fill – Clicking this fills back orders for a product that is now in stock. It can be for the highlighted line(s) or the complete order.
Prices – This is used refresh selected or all prices to the updated price for this customer. There is also the option to store either the selected or all prices on the order to the customers price file (price matrix). When you choose to store the price it will also ask if you want the prices that were not changed on the order to be included in the customers price file. Additionally it will ask if you want to make this customers price apply to all of the warehouses or just the one currently on the order. Lastly there is an option to only save the price(s) to the ship-to that is on this order.
Labels – Allows the user to print labels for the quantity of items on the sales order. See this section on labels for details
Show Stock – Show the stock of selected item in all warehouses
Open Inventory – Opens inventory edit for the selected item so the user can edit or see all details on the item.