Invoice Item Lookup |
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Click the [F5] button on the keyboard or use the Item Lookup button.
If the lookup button is grayed out, then check that "Allow Item Lookup" in the invoice options form is checked.
When you make an invoice, you can look up all the items that are similar to this item as well as all components that belong to this item.
When searching for an item while doing the invoicing, you can right-click on an item, a menu will show and you can click on Show Similar / Equivalent or Show Components.
Double click on part you want to add to the invoice or select the items and then click the Add Selected Items button.
To open the image attached to this item select the Quick Open First Image or press the F12 button.
You can set the default column to use in Invoice Options > Item Lookup Default Column (do you want to search by Item Code, Item Name, or Barcode).
Main Unit, Buy Unit, All: Choose which unit(s) to show. For example, if you have multiple units (each, box, crate, etc.)
To set a default value for all new items you add, go to Stock > Stock Options and select the New Item Defaults tab.
Set it for individual items in the Stock Main Form > Cost & Selling Tab
Remember to select or deselect the Main Unit Only checkbox on the invoice Add Item Lookup, depending on your preferences
