How to Enter Sales Order Lines with Sales Order lines View

There are multiple ways to add a Sales Order line. We will review main two below.

Add Lines by Item#

When you Click the “Add lines by Item#” you can see the following screen pop up.

You can type within the “item number” section and it will search through all of your items and give you options based on that query. You can also click the Magnifying and it will bring up a Salesforce Search screen. If you choose to click the AscentERP magnifying glass, the following screen will pop up.

The Ascent Enhanced Lookup allows you to look and search based on any field within the Item master screen. Above you see a simple search and see all the results based on searching on the “Item Description” field.

Add Lines by Group

When you click on the “Add Lines by Group” you will have the following screen.

You can choose any one of your Item Groups. You can then choose what items or BOMs within that group that you would like to select as shown by the image below. 

You can then choose the quantity for those items and then they will be added as a line item on the Sales Order Lines View