Products and Quantities

Specify the Items that we are going to receive
Empty lines grid

Upon reaching the Products and Quantities step for the first time the data grid will be empty. Click the NEW button to create your first item.

Create a new Line Item

Product - Search for your product by entering some text into the Product Search field.

  • if the product you require hasn't yet been created, launch the Product entry wizard by clicking the New Button.

  • After selecting a product, if you wish to use a different code, click the x to the right of the Product field and the field will be cleared awaiting a new code.

Quantity - Once you have specified a Product, enter the Quantity you are expecting to receive.

Expected Receipt Date - Enter the date on which you would expect the goods to arrive. This field is entered per line but will default according to the date entered against the previous line.

Transaction Line Text - Enter any information you may feel is relevant, perhaps an alternative description for the product.

As you save the product line, the product will be added to the lines grid. To edit a line, simply click on the relevant row in the grid:

Lines Grid

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