Selecting a Product
More Information
These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links.
Steps
While editing a quote or sale
- Click on Add Product, or double click on an existing line item, to open the Edit Product Item window.
- Clicking
on the down-arrow next to Add Product brings up an option to Add as a
Copy. Be sure to first highlight the line item from which to copy.
- If
you are adding a line, the manufacturer/product/style will fill with
the last one used, or the default, based on the selection in Application Settings.
- Opening an existing line will show the product and style previously selected.
- Click on the first drop-down arrow to change the manufacturer, then the second to change the product.
- To select the style, use the third drop-down box. To have the options for that style appear, click in the options window.
- Clicking on the down-arrow next to Add Product brings up an option to Add as a Copy. Be sure to first highlight the line item from which to copy.
- Opening an existing line will show the product and style previously selected.
Notes
- Only options that match from one product/style to another will have their values saved.
- To save numeric values (e.g. width/height) from one product/style to another, in the Common Section of Application Settings, under Order Entry, uncheck the box for "Reset numeric values to zero when using Add and Continue".
Related Articles
Applies to
- SalesPRO Software
Related Articles
How to Check for Product Updates in SalesPro
Summary This article will describe how to check for product updates from SalesPRO. Please note that this requires internet access. Instructions To check for product updates, navigate to the Maintenance tab. Click Product Updates. In the Product ...How to Retain Options when Selecting a New Product and/or Style in Detailed Price Compare
Information This article describes how to use a new check box in Detailed Price Compare "Replace options on Existing Line Items". More Information Notes You must be running SWCS 4.2 version 4.2.0.456 or higher You must have installed Hot Fix 333587 ...Adding a Product to a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps To create a line item from the ...How to use the Product Compare feature in SalesPRO
Summary The Product Compare feature allows you to quickly compare products, styles and options for multiple products The comparisons are shown in columns on one screen and can be printed for review with your customer. Instructions From within a ...Viewing Product Guide and Product Pricing Breakdown
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps To access the Product Guide and other ...