Can I change the order of the line items in a quote or a purchase order?
Yes, you can reorder the line items in an inventory module at any time. To reorder the line items, simply drag and drop the items where required.
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How do I search for products while adding line items?
To create an order, invoice or quote for a product, you add them to the Line items. While adding a product you can easily find the desired product from the huge list by entering at least 1 character of the Product Name or Product Code in Choose ...
How do I add products to a quote, invoice, or order?
You can add Product details to a quote, invoice and order by adding line items to the records in these modules respectively. The products that are listed in the Products module will be displayed from where you can select the right product. You can ...
How many line items can be added to a quote or any other inventory module?
You can add a maximum of 200 line items to a quote, purchase order, sales order or an invoice.
Can I convert a Sales Order to a Purchase Order?
No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.
Where can I find the Unit Price, Quantity in Stock, and Total After Discount details in the line item?
Once a line item is added to the Quotes, Invoices, and Orders, the Quantity in Stock and Unit Price of the product can be seen by hovering over the Product Name/ Product Code in the line item. To view the Total amount after Discount in the line item, ...