Using the Shopping List to add lines to a sales order

  1. Select Sales > Entry > Order.
  2. Create or maintain a stock order.
  3. Click Next.
  4. Select Line Entry > Shopping List.
  5. Click one of these types of Shopping Lists:
    • Promotional Products
    • Past Sales
    • Previous Orders
    • Product List
    • Configurator
  6. Specify criteria for the type of Shopping List, and then click OK.
    Note: The default value in Number of Products to Recall field is the Record Count Limit for the system. If you increase the limit, or set no limit, this message is displayed: 
    Warning: Increasing the Number of Products to Recall May Slow Response or Cause Timeout. Do you wish to continue?

    Building large Shopping Lists, especially those that calculate price, can slow performance even if the Record Count Limit is not exceeded. Shopping Lists that do not calculate a price are displayed in less time. These Shopping Lists do not calculate a price:

    • Previous Orders that keep original pricing
    • Product List when the Order Quantity on the list is zero and Price Each Product is not selected
  7. Review the list of products. To add a product to the order, you must specify a value in the Qty Ordered column. Optionally, delete lines that you do not want to add to the order.

    If a product has insufficient stock, optional products are listed directly below the out-of-stock product. An optional product is indicated in the Optn Prod column.

  8. To add the lines to the order, use one of these methods:
    • Select Actions > Add All Lines to add the lines that have a quantity in the Qty Ordered column.
    • Select the check box for each line to add to the order, and then select Actions > Add Lines.

    In both methods, lines with 0 in the Qty Ordered column are not added to the order.

  9. Optionally, create another Shopping List.

    To clear the Shopping List grid, select Actions > Clear List. Alternatively, select the Clear Shopping List? after you select another type of Shopping List.

  10. If a nonstock product was added to the order, source the product on a PO or WT.
    Click Edit Lines, select the products to source, and then click Multi-Line Sourcing.
  11. Finish the order.
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