Order Pad: Add Products to the Sales Order

Add products to the Sales Order

 

1.Click in the Quantity field of the product that the customer would like to purchase.

 

2.Enter the quantity that they will be purchasing. Be aware of the unit of measure in the UM field when you enter this quantity.

 

3.Press Tab. Repeat steps 1-3 for all products that you want to add from the Order Pad.

 

4.When you have selected all of the necessary products, click theSave button in the bottom toolbar. This will close the Order Pad window and add all selected products to the Line Items window.


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