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  1. Line #: The line 

    . You can create a new template by typing in the new template name.


  2. Item #: Enter the item code that you would like to be included on the order/invoice.


  3. Description: the description is a displayedfield.


  4. Quantity: Enter a default quantity or just leave it blank.


  5. U/M: Enter the unit of measure. For example: DZ, CS, BG, etc...


  6. Include: Check the checkbox if you want to include this item on the order.


  7. Active Date: Set a date when this item will be active on this template.


  8. Inactive Date: Set a date when this item will be inactive on this template.


  9. Comments: Set a default comment that the system will automatically pull into the order on the order line for this item.


  10. Pricing Method: There are 3 types of pricing method: Market, Fixed, Price Basis.


  11. Basis Code: Specify the Price Basis code that this item is set up with.


  1. Formula: This field is only apply to the Market pricing method. You will need to select a formula that will let the system know which daily Market price to use and when to apply it. The formulas are set up in the Market Formula.

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