The following video discusses adding line items to an order. It explores accessing an order, adding items, quick add, RPS detail view and miscellaneous items.
Adding Line Items to an Order
Key Steps
Using the "Add Items" Option:
Click on the "Add Items" option in the order.
Search for products by typing keywords like model numbers, brands, or categories.
Select the desired product and click to add it to the order.
Optionally add related items or ADC recommends.
Using Quick Add:
Click on the Quick Add option.
Type in part of the model number to search for products.
Select the product and add it to the order.
Using RPS Detail View:
Access the RPS detail view.
Search for a product by entering relevant information.
Select the product and click on the card button to add it to the order.
Choose the appropriate order for the customer and add the product.
Adding Miscellaneous Items:
Click on "Add Miscellaneous Items."
Add non-stock, non-inventory items like installations.
Confirm the addition of the miscellaneous items to the order.
Cautionary Notes
Ensure the accuracy of the products added to the order to prevent errors in billing or fulfillment.
Double-check the order details before saving to avoid any discrepancies.
Tips for Efficiency
Utilize search filters like model numbers, brands, and categories to quickly find products.
Save time by using the Quick Add feature for rapid addition of line items.
Regularly review the order to ensure all necessary items are added before finalizing it.