After you have filled the new sales order’s particular information, you should add item(s) to the SO. The Items section is used to add items to a SO. A Sales order accepts multiple item types with different properties. The already added SO items are displayed in a grid. Beside adding item types to SO in regular way (using Add item button) you can also scan the item’s SKU.
In order to add individual item types manually, click on the Add item button. This action brings up the Sales order item details form, where the following fields and settings are displayed:
Sales order item details form
- Select group: You can select in this drop-down the item group including the item type that is going to be added to the sales order.
- Item type: You can select in this drop-down the item type that is going to be added to the sales order. The available options will be limited to the item types belonging to the selected item group.
- Total count: You can specify here the total quantity of the item type that is going to be added to the sales order.
- Total amount: It displays the amount represented by all unit of the item type.
- Unit cost: This field displays the cost per unit of the item type represented by its price calculated on the Price/Cost management section of its Item type details form according to a specific pricing method.
- Base price: This field displays a base price of the item type calculated by adding the customer/customer category markups to the unit cost if they are applicable.
- Discount/Markup type: There are two available discount / markup types:
- Absolute: In this case the base price will be increased with the value of the markup.
- Relative: In this case the base price will be increased by the percentage value of the markup.
- Discount/Markup: You can specify here the value of the item type dicount or markup.
- Unit price: It displays the final price per unit of the item type that is calculated by adding the discount/markup to the base price.
- Total price (Inc.Markup): This read-only field displays the total price of the items that are going to be added to the sales order.
- Fixed: If checked, the item type is not depending on factors like its attributes, the prices of its subitems or market prices.
- Notes: You might add custom notes to the item type that can be used internally to provide additional information during production or they can also be displayed on printed reports (like invoices).
Attributes
If the item group that includes the item type has an attribute list attached, then the Attributes section will appear on the form, displaying the attributes of this list and their values in the case of the selected item type. The values displayed by default will be the ones specified on the Item type details form, however they can be edited from this tab before adding the item type to the sales order.
Attributes section
After saving the SO item, it will be displayed in the Items grid, showing the following information in the columns available:
Items grid
- Item type: It displays the name of the item type.
- SKU: It displays the code (SKU) that identifies the item type in the system.
- Item group: It displays the name of the item group in which the item type belongs to.
- Quantity: It displays the total quantity of the items that were ordered.
- Unit: It displays the amount represented by one unit of the item type. It is mainly used in the case of the metal items to enable storing the weight besides the number of units added to an item type.
- Value: It displays the total value of the item types involved in the sales order.
- Notes: It displays the notes added to the item type.
On the first level of the list the items added to a particular sales order are displayed. The list’s second level displays all the subitems included by the style. In order to view the item types’ subitems, click the 
sign in the first column.