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Smart Order List

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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