Details Tab

The blue Details Tab (2), accessible at the bottom of the Point Of Sale or by pressing the hotkey 2, allows users to edit, and enter Sales Order Information such as a Customer Purchase Order number, Public Message, a Requested Completion Date, and an Internal Message.  Other SO Detail Actions and Forms can be taken and found in the right part of the Details Tab and include forcing refresh, attaching and viewing files, verifying all part #s, merging SOs, checking QBs balance, generating a pick list, and viewing secure notes.

Details Tab

How to add a Customer Purchase Order to the Sale Order

Users can add a Customer Purchase Order to an SO by entering a Customer Purchase Order number, given by the customer, into the space provided on the blue Details Tab.  

Customer Purchase Order

How to add a Public Message to the Sale Order

Users can add a Public Message to an SO by using the space provided.  

public message

How to add a Requested Completion Date to the Sale Order

Users can add a requested completion date by using the space provided in the Details tab.

Requested Completion Date

How to add an Internal Message to the Sale Order

Users can add an Internal Message to the SO by using the space provided.

Internal Message

How to Force Refresh

Users can force a refresh by clicking Force Refresh in the Actions sub-tab located far right in the blue Details Tab and a refreshed confirmation notification will appear saying that sales order information refreshed.

Force Refresh

How to add a File to the Sale Order

Users can upload a file and attach files to the SO by clicking Add File located in the Actions sub tab. After clicking, the Upload a File pop-up menu will appear with a space where files can be dragged to, a comments section, and a Choose Files button.  

Add File

Upload a File

How to verify all Part #s on the Sale Order

Users can verify all Part #s on the SO by clicking Part #s Verified in the Actions sub tab.  After clicking, a notification will appear in the bottom right corner of the POS to confirm that all Part Numbers have been verified and all cautionary symbols on every item line will disappear.

Click Part #s Verified then, it will change all parts that have Unverified Part Numbers to Verify Part Number

How to Merge other Sale Orders to current Sale Order

Users can Merge other SOs to the current by clicking Merge in the Actions sub tab. After clicking, a Merge SO pop-up page will appear.  Select by clicking on which other SOs you want merged with the current and a notification will reassure your selection before completing the merge.

Merge

Merge to another item

How to view QuickBooks Balance

Users can view QuickBooks Balance by clicking QuickBooks Balance in the Actions sub-tab.

QuickBooks Balance

How to Generate a Pick List for a Sale Order

Users can generate Pick Lists by clicking Generate Pick List. Once clicked, an automated Pick List will open in a new page. This pick list includes company information, date, and invoice ID in the heading, customer and their contact information, public and internal messages, and list of pick items in the body.  The list of pick items will include each item’s Description, Quantity, Bin and Item numbers.

Generate Pick List        Pick List

How to create and view Secure Notes

Users can create and view Secure Notes by clicking on View Secure Notes. Once clicked, a pop-up page will appear with a password, a space provided to write notes, and a save button. Once saved, the secure notes can be viewed here as well.

View Secure Notes Secure Notes

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