The routine Add Items from Order makes it efficient to create an order for customers.
If the customer submits their order as comma-separated text with at least Item Number, Quantity, you can easily copy and paste this text directly for input. It is possible to add more information such as Item Number, Quantity, Description (optional), Price (optional), Cost Price (optional).
It is important to use the correct format and ensure there are no additional text or symbols in the text.
This method saves a lot of time when adding items for large orders.
The same is available for creating offer.
- Create the order and enter the customer as usual.
- From the block menu, activate the option to Add Items (1).
- Copy the text from the submitted order, or enter it manually here (2).
- Click OK.
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