Using tiers and preferences

Customer service representative use the Tiers and Preferences context widget in conjunction with Sales Order Entry.

  1. To add the Tiers and Preferences context widget to Infor OS, click the Context Widget Manager or Context Applications Manager icon.

    See the Infor OS Portal User Guide .

  2. Add the Tiers and Preferences context widget to your workspace.
  3. Click Save.
  4. Select Sales > Entry > Order, and then enter a stock order.
  5. In Select Products, when you specify a product that is assigned to a tier group, the context widget automatically displays all of the products in that tier group.

    In the application, products are arranged by tier and the tiers display in tabs. If a product has been assigned a preference, that preference displays beside the a) product name, b) the quantity available, and c) the price.

  6. Click a different tab to display the products for a different tier.
  7. Click Add item to order (+) to replace the current product in the line with the tier item.
  8. Click Add to add the line to the order.
  9. Finish the order.
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