Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Then, select the desired favorite item(s) and their properties for the customer. Note that the selected Price UOM must match either the selected Units UOM or Weight UOM. Users can also assign substitute items for the favorite items on the Favorites tab. This can be done by clicking Add in the '#Substitute Items' column. This opens a new 'Assign Substitute Items' page, where users can add item substitutes by clicking New in the grid section. Substitute items must meet the following criteria:

...

  • Accounts Receivables
  • Cost of Sales
  • Finance Charges
  • Inventory
  • Overpayment Writeoffs
  • Sales
  • Sales Order Returns
  • Terms Discount Available
  • Terms Discounts Taken
  • Writeoffs