Creating a sales order using Quick Line Entry
- Select Sales > Entry > Order.
- Specify the required information on the Initiate page, and then click Next.
- Select Line Entry > Quick.
- Specify the quantity.
- Specify the product.
- Click Add. The product is added to the Products to Add grid.
- Change the price or unit, if required.
Note:
Click the Move to Advanced Line Entry icon for an order line to edit the line on the Advanced Line Entry screen.
- The line details from the Quick Line Entry screen are automatically populated on the Advanced Line Entry screen.
- To prevent duplicate lines, the product line is removed from the Quick Line Entry screen after moving to the Advanced Line Entry screen, and the Item Removed from Quick Line Entry message is displayed.
- If the order line contains errors, a red error icon is displayed in the first column. Order lines with errors cannot be moved to the Advanced Line Entry screen. If you attempt to move an order line with errors, the Item cannot be moved to Advanced Line Entry when errors exist. warning message is displayed.
- Add additional products to the grid, if required.
Note: You can also click Clear All to remove all lines from the grid.
- Click Add Lines to add the lines from the Products to Add grid to the Products grid.
- Finish the order.
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