How to use Item Replace in SalesPRO
Summary
Beginning with version 5.0.263 of SalesPRO, users can now change product, style and options for multiple line items on a Quote or Sale. This article provides instructions on how to make these changes
Instructions
- From within Order Entry, select two or more lines you wish to change.
- Click on the top portion of the Replace Items icon in the Tools menu.
- The Replace Products, Styles, and Options window will open.
- In this window, click the Select button.
- Note: The following options cannot be changed: Room Location, Width, Height, Mount, Remarks and any other dimension option. These options are shown, but are grayed out.
- Click the green validate bar to begin making changes.
- Changes can be made to the Product, Style or Options.
- Once changes are complete, click OK.
- Press Ok on the Replace Products, Styles and Options Window
- Your changes will be processed and you will see the Replace Review window appear.
- Any errors will be noted on this screen.
- Click OK on this window to apply the new selections to your quote or sale.
Related Articles:
- How to use the Product Compare Feature
- How to use Customer Measurements to build a quote
Applies to:
- SalesPRO Software
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