Order Line Items (entry)

The Order Line Items entry window allows you to enter, edit, view and delete a product line item for an order.  For verification purposes, the current order's ship-to customer id and name are shown at the top of the window below the window title.

The window title indicates if a sales order or a credit order is being processed.  The word "Sale" appears at the end of the window title for a sales order.  The word "Credit" appears at the end of the window title for a credit order.

In the area immediately above the Data Fields, the window displays information that indicates the current line item mode (ADD, EDIT, VIEW, DELETE) and the line number for the line item being processed.  A line number is automatically assigned to a line item when it is added.  The line numbers for each order can range from 001 to 999.  Once assigned, a line item's line number does not change, even if other line items are deleted.

The Order Line Items entry window typically restricts line items to those that are for known products in the handheld database.  However, your device may be configured to also allow for unknown products to be entered.  Some of the data fields on the window change to reflect the known or unknown status of the line item's product.

For known products:

• Units is a dropdown selection list of the product's defined units of measure.
• Description is display-only and shows the product's description.

For unknown products:

• Units is a text entry field and allows any value to be entered.
• Description allows entry and any value can be entered.

Data Fields

• Product
  Required.  26 characters max.
  Enter the line item's product code or UPC, or optionally enter a text search word.
  • The default behavior for this field assumes that the value entered (or scanned) into the field is an actual product code or UPC.  This means that, upon exiting the field, the window will attempt to retrieve the corresponding product data and, if your preference settings indicate to do so, perform initial pricing on the line item.
  • When the product code or UPC is not known, tapping on one of the search icons (to the right of the field) indicates that the entered value is to be used to search the products in the database.
• Quantity
  Required.  Dropdown selection.
  Select a quantity from the dropdown list of quantities.  If the desired quantity is not in the list, you may optionally enter a quantity.  Entered quantities must consist of numbers only (no commas, decimal points, negative signs, etc.).  The Set Preferences window allows you to define a default quantity that can be assigned to each new line item entered.
  • Quantities are always entered as a positive value, even for credit orders.  When processing a credit order, the application assumes that the entered quantity should be treated as a negative.
  • Changing a line item's quantity may cause immediate repricing to occur on the line item.  The Set Preferences window allows you to indicate if auto-repricing is to occur every time a line item's quantity is changed.
• Units
  Required.  Dropdown selection.
  Select a unit of measure from the dropdown list of units.  The units of measure that appear in the list are only those that are valid for the line item's product.
  • Changing a line item's unit of measure will cause immediate repricing to occur on the line item.
• Description
  Required.  80 characters max.
  For known products, displays the line item's description.  For unknown products, enter a description for the line item.
• Available
  Displays the current available quantity for the line item's product.
  • If the order is for delivery "Now", the available quantity is derived from the "A" warehouse.
  • If the order is for delivery "Later", the available quantity is derived from the "B" warehouse.
• Price
  Required.  9 numbers max.
  Enter the line item's price.  Only numbers and a decimal point are allowed (no commas or negative signs, etc.).
  • For known products, an entered price acts an override to the standard pricing.  Your System Administrator may have configured your device so that entering price overrides is not allowed.
• Override
  Optional.  Checkbox.
  For unknown products only, place a checkmark in the checkbox if the entered price is an override price.
  • Your System Administrator may have configured your device so that price overrides are not allowed.
• Amount
  Displays the line item's computed extended amount (quantity X price).

Actions
Note that because this window can be displayed in a variety of contexts, not all actions are available at all times.

• Tap to return to the window that was displayed prior to this window.
• Tap to indicate that you are finished working with the line items on the order.  The Order Payment window is displayed.
  • An order must have at least one saved line item before this option is allowed.
• Tap to save the current line item's values.
  • If the saved line item is a new line item, the line item is added to the end of the list of line items.  After the save completes, the window's entry fields are cleared and another new line can then be entered.
  • If the saved line item is an existing line item, the line item list is updated to reflect any changes made.  After the save completes, you will be returned to the Order Line Items (list) window.
  • The order total at the bottom of the window is updated to reflect the saved values.
• Tap to cancel any entries made to the current line item and return to the Order Line Items (list) window.
• Tap the button that appears to the right of the Product field to execute a product code/upc search based on the value entered in the Product field.  The results of the search are displayed on the Product Selection window.
• Tap the button that appears to the right of the Product field to execute a product description search based on the value entered in the Product field.  The results of the search are displayed on the Product Selection window.
• Tap the button that appears to the right of the Product field to display the results from the most recent search performed while working with the current order.  The results of the previous search are displayed on the Product Selection window.  If there are no previous search results available, this action is disabled and the button is hidden.

See Also
Contents By Function
Contents By Window

 

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