When you are in a sales order, sales invoice, shipping, or purchase order, you can add products simply by doing the following steps.
The sales order or invoice or shipping or purchase order is open - you have already entered the header details (i.e. customer details, supplier details, order number, etc)
Left click into the Product code field.
- When searching for a product code use the product code search field.
- Start typing in the beginning of that code. For each letter or number you key in, the list of products will decrease in order for you to select the product which you are after.
- When searching for a product name use the product name search field.
- Left click into that field and start typing in the beginning of that product name.
- Alternately, instead you can use the % then type in a word or part of word of the product name. i.e. %Pen
- As you key in the search, the results show below the search field.
- Double Click on the Product that you wish to add to the sales order/invoice/shipping or invoice. This adds the product to the line of the order.