Posting items to saved transactions is basically the same as posting items to a sale transaction.
On the POS Posting Screen, post the SKUs for this saved transaction.
To include Use Codes on estimates and orders, press Tab to move to the Use box.
For open quote transactions, post the items with a quantity of one. There is no limit to the quantity of an item a customer can buy.
For special order transactions for which you will generate purchase orders using Report GPO, review the Vendor box. This box defaults from the Source Vendor box on the Header Screen and Inventory Maintenance.
(Optional for orders/quotes/estimates only) To add a subtotal anywhere in an order or estimate, press Menu (the dash on the keypad) while your cursor is in the Item (SKU) field, and select 7-Insert Group Subtotal. Enter a caption (description) for the subtotal in the box that displays, and press Enter.
After you have posted all the items, total the saved transaction. Click an option below for more information:
Totaling Estimates/Quotes or Bids,
See Also: