Scanning products in Sales Order Entry
You can add products to an order in Sales Order Entry using a barcode scanning device. You can use advanced or quick line entry. To add a product to the order, place the cursor in the Product field and scan the product. You can then immediately scan another product.
In advanced line entry, the product is validated before the line is added to the order. If an error occurs, it must be addressed before continuing. To enter products in rapid succession, use quick line entry. It requires fewer steps and less processing time than advanced line entry.
The default quantity value for a scanned product is 1. Adjusting the quantity depends on which line entry method you are using.
If you are using advanced line entry, the line item is added to the order after you scan the product. You can change the quantity before you scan the product or after the line is added to the order. You can also add multiple lines to order for the same product. For example, if the customer ordered a quantity of five, you would scan the barcode five times, resulting in five lines with a quantity of one for the same product.
If you are using quick line entry, scanned products are added to the grid. All lines in the grid that do not contain errors are added to the order when you click
. You can change the quantity before you scan the product, after you scan the product, or after you add the lines to the order.You cannot add multiple lines for the same product using the quick entry method. Duplicate lines are flagged as errors, but the quantity of the initial line is increased by the amount specified on the subsequent line.
If you scan products, use the Personalize feature to verify that the Auto Focus option for the Product field is selected for advanced line entry and quick line entry. Auto Focus causes the cursor to return to the Product field after a line is added to the order.