Smart Order List
From TrueERP wiki
Revision as of 17:02, 7 December 2015 by Omer Farooq (Talk | contribs)
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