Sales Order > Blanket Sales Order > Create Blanket Sales Order

The Line Items Page allows you to enter the line item for this blanket sales order transaction. When amending a blanket sales order, you may review and/or amend the values entered in this page.

To enter line items and other relevant information in this page, perform the following steps:

1.Select any of the options below on how to enter line items in the Line Items grid:

oEnter line items one line at a time

a. Activate a new line in the Line Items grid by clicking the Append row to end button.

b. Enter the inventory item number in the Item # field. You may also click the Lookup button to show the Key Search window where you can select the inventory item. Once a valid item # is entered in this field, the item's related information are displayed in the corresponding fields in the grid. The Key Search window will only display the inventory items that are stored in the warehouse indicated in the Information page.

c. For subsequent line item entries, you may click the Append row to end button to activate a line in the grid or click the Insert row before current button to insert a blank line above the currently selected line item.

To delete a line item in the grid, select the line item that you want to delete; then, click the Delete button in the grid toolbar. .

oUse barcode scanner

If you have the Inventory Control module, have activated the Use Barcode Scanner feature in IC Module Setup, you can use a barcode scanner to enter line items. A Barcode field is displayed in the Line Items page and you can scan the SKU or UPC barcode IDs to enter line items in the grid. If the Update Same Line Item for Barcode Scanning checkbox is marked in IC Module Setup, scanning the same barcode ID multiple times updates the same line item record in the grid; otherwise, a new line item record is added in the grid each time the same barcode ID is scanned.

oUse Paste from Excel

You may paste line items to the grid from a Microsoft Excel spreadsheet or from any import source that is copied to the Windows clipboard. To use this feature, right-click anywhere on the Line Items grid to display a pop-up menu; then, select the option, "Paste from Excel." The line items data to be copied must be arranged in the same order as the columns in the Line Items grid to which you want to paste the data, must include all columns even if these are blanks, and must not include a header row.

Note: The Item # field is replaced with Customer Item # field label if the Use Customer Item # option is activated in the customer record. Customer Inventory items are set up in the Customer Inventory Maintenance function.

•If you have the Inventory Specification module activated and the inventory item you entered has specifications set up, the Specification field is enabled. The Specification field automatically displays in a drop-down list the item's specifications where you can select the specification code that you want to use in this invoice. You must enter a specification code in this field to successfully save the invoice. For information on how to set up item specifications, refer to the Set Up Item Specifications section.

•If the selected line item in the grid has a substitute, the Substitute button in the grid toolbar is enabled. You may click the Substitute button to display the Substitute Inventory window where you can select a substitute for the line item. For more information, refer to the Substitute Inventory Window section.

•If the line item is a kit inventory item, the Kit field will display either a Std Kit or Custom colored reference code. You may double-click the reference code to display the Kit Formula tab. If this kit inventory item is a customized kit inventory item, you may modify its kit formula in this tab. For more information, refer to the Kit Formula section.

•If you enter an inventory item that does not have an inventory item record, the system will display a message box asking you whether the item is a non-stock item. Click the Yes button to confirm; otherwise, select the No button.

Note: If you are adding a line item which is a non-stock item, you must enter its description in the Description field.

2.In the Order Quantity field, accept the default ordered quantity value of one (1) or enter another value in this field.

Note: If you amend the order quantity for a customized kit item and the Calculate Price from Components checkbox is marked in the inventory item record, a message will display suggesting that you update the kit components' prices prior to amending the customized kit item's order quantity. Click Yes to continue amending the order quantity; otherwise, click No.

3.Review or amend the default values in the following fields, if applicable:

•Specification (if the item has specification)

•Warehouse

•Order Quantity

•U of M

•Unit Price

•Kit

•Discount %

•Discount

4.You may click the Show () button beside the Item # column to display the Details, Remarks, Kit Formula and Tax Amount tabs where you can enter or amend settings pertaining to the currently selected line item:

•Accept or amend the values in the editable fields in the Details tab

•Enter or review brief narrative in the Remarks tab.

•Review kit item's formula in the Kit Formula tab. This tab is enabled only if the currently selected line item is a kit item. To customize the kit item's formula, refer to the discussion in the Kit Formula Tab section.

•Review the tax code and tax amount in the Tax Amount tab.

Note: If the Allow Overwrite Price option and Discount % are activated in the inventory item record, you can change the unit price and discount percentage rate for the line item.

5.In the Freight field, review and accept or amend the default freight charges. If you want to amend the freight charge, click the Overwrite Freight button to display the Overwrite Freight window where you can enter the freight charge. The default freight code in this field is defined in the SO Module Setup function.

Note: If you have set the system to calculate freight charges by weight, it will compute the freight amount based on the weight entered in the Weight field in the inventory item record. If you want to calculate freight charges by weight, activate the Calculate Freight Charge by Weight feature in the SO Module Setup or AR Module Setup function.

6.In the Adjustment field, you may enter an adjustment for the blanket sales order. The amount entered in this field will be added to the total blanket sales order amount inclusive of tax.

7.Click the View Sales History button to view previous transactions of the same line item to the customer. Clicking this button will show the History of [xxx] Sales to Customer [yyy] screen.

Line Items Page

Line Items Page

See Also