Sales items are the individual items on a sales transaction. The purpose of this page is to view line item on open (un-posted) sales transactions. This page can also be used to add new Sales Quotes, Orders, Price Adjustment and Return Transactions. Additionally, some fields can be updated directly from the list view including: Ord. Units, Ord, Weight, and Price.

 This list view also contains columns for each Attribute that is set up for the 'Items', 'Logistics' 'Sales Order' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Load Management (Logistics) Sales Order and Sales Order Item attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

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Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported.
Favorites	Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.   Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Help	Opens the online WIKI help page for the current page.
New	Allows users to select the type of transaction or record they want to add. Each Transaction Type (Quote, Order, Return, or Price Adjustment) that only has one Transaction Class is displayed as just the Transaction Type Name (e.g. Order).  Each Transaction Type that has more than one Transaction Class is displayed as Transaction Type Name-Transaction Class Name (e.g. Order-Fresh). The base list of Transaction Types includes: Quotes: Each unique Quote Class is displayed. When clicked, the Select Ship-To Record View opens allowing users to select the Customer / Customer Address associated with the quote. Order: Each unique Order Class is displayed. When clicked, the Select Ship-To Record View opens allowing