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Quick List
When a customer regularly orders the same group of products, you can hold these in a Quick List and selected during Sales Order entry to save time.
You can create and edit Quick Lists in Greentree Desktop under System / Sales Orders / Quick List Maintenance.
Select quick list
Where only one Quick List is available for the selected customer, this is automatically displayed.
If multiple Quick Lists exist, select one from the droplist.
On selection, the Quick List reference populates the Select quick list field.
Multiple lines may be selected/deselected by tapping/selecting the line.
Quick lists marked as Inactive are not available for selection.
Search quick list
Available once a Quick List has been selected.
To evoke a search, enter three characters.
To search on one or two characters, press [ENTER].
Matching results will remain in the grid.
Grid
Select
Defaults to deselected.
Type
Read only.
The line types are:
- GL - General Ledger
- IN - Inventory
- NS - Non Stock
Account / Code
The GL, IN or NS description.
Read only.
Unit of Measure
The selling unit of measure (UOM) for the Inventory Item.
Read only.
Available for Type = IN.
Quantity
The number of items required.
Editable in the popup menu.