Line Item Modification
This Quick Step is designed to show you a unique feature to change or modify Line Items. You may use this Quick Step on Items within Proposal, Order, Invoice or Purchase Orders.
Selecting Line Items
When you have a number of Line Items on a Proposal, Order, Invoice or Purchase Order you can use the "Shift" and/or "Command" key to select the Line Items.
Note: Hold down the "Shift" key to select contiguous record.
Note: Hold down the "Command"/"Control" key to select dis-contiguous records.
Changing a group of Line Items
There are three fields in the Line Items that can be modified on a group basis. The Qty(quantity), P (price point) and the Disc (discount). These three fields have a dark line at the top of the enter field indicating that they may be modified as a group.
If you have used the "Search" feature and have loaded in a group of Line Items, they are entered into the Proposal, Order, Invoice or Purchase Order with the Quantity designated in the "Item" record as the typical quantity on a Sales Order.
We want to change some of the Line Items to a quantity of 25.
As explained in the first section of this Tech Note, select the Line Items by highlighting them.
Type the modified information into the "Qty", "P" or "Disc" field.
When you use "Tab" (or "Return") to leave the field the information changes on all highlighted field. When all modifications have been made to the Order, click on “OK” to save the changes and close the record.