Difference between revisions of "Smart Order List"
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[[Supplier]] | [[Supplier]] | ||
[[Supplier List]] | [[Supplier List]] | ||
| + | [[Supp Orders]] | ||
</menu> | </menu> | ||
== Overview == | == Overview == | ||
| + | |||
| + | The Smart Order List Button gives you the ability to view a listing Smart Orders. The Smart Order List is | ||
| + | broken into 3 Sub-Headings, 'Incomplete Smart Orders', 'Completed Smart Orders' and 'All Smart Orders' | ||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To View the Smart Order List''' | ||
| + | |||
| + | *From the 'Purchases' Tab, Select the 'Smart Order List' Button | ||
| + | *Select a radio button to view the Incomplete, Completed or All Smart Orders | ||
| + | |||
| + | Note: With each selection the Smart Order List will change. | ||
| + | |||
| + | *Search for the Smart Order you wish to view | ||
| + | |||
| + | Note: The default Smart Order search field can be changed to suit you. Refer to Customisation Of Lists for further | ||
| + | information | ||
| + | |||
| + | *Double Click to View the Smart Order | ||
| + | *From here you have the ability to Copy the Smart Order to a Purchase Order. Refer to Creating a Smart Order | ||
| + | for further details | ||
| + | |||
| + | '''How to Merge Incomplete Smart Orders from the Smart Order List''' | ||
| + | |||
| + | *From the 'Purchases' Tab, Select the 'Smart Order List' Button | ||
| + | *Select a radio button to view the Incomplete Smart Orders | ||
| + | *While holding the 'CTRL' Key on the keyboard, Click to select each Smart Order that you wish to Merge | ||
| + | *Click the 'Merge New' Button to create the Merged Smart Order | ||
| + | *Click 'Save' to Complete the Merge | ||
Latest revision as of 17:02, 7 December 2015
Overview
The Smart Order List Button gives you the ability to view a listing Smart Orders. The Smart Order List is broken into 3 Sub-Headings, 'Incomplete Smart Orders', 'Completed Smart Orders' and 'All Smart Orders' Ways Lists in ERP can be Manipulated:
How To View the Smart Order List
- From the 'Purchases' Tab, Select the 'Smart Order List' Button
- Select a radio button to view the Incomplete, Completed or All Smart Orders
Note: With each selection the Smart Order List will change.
- Search for the Smart Order you wish to view
Note: The default Smart Order search field can be changed to suit you. Refer to Customisation Of Lists for further information
- Double Click to View the Smart Order
- From here you have the ability to Copy the Smart Order to a Purchase Order. Refer to Creating a Smart Order
for further details
How to Merge Incomplete Smart Orders from the Smart Order List
- From the 'Purchases' Tab, Select the 'Smart Order List' Button
- Select a radio button to view the Incomplete Smart Orders
- While holding the 'CTRL' Key on the keyboard, Click to select each Smart Order that you wish to Merge
- Click the 'Merge New' Button to create the Merged Smart Order
- Click 'Save' to Complete the Merge
