Difference between revisions of "How do I assign attributes to Orders?"
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== Summary == | == Summary == | ||
| − | Attributes can be assigned to sales and purchase orders to categorise them e.g. to specify their source. | + | Attributes can be assigned to sales and purchase orders to categorise them e.g. to specify their source. |
== More Information == | == More Information == | ||
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Go to {{PlatinumModuleSettings|{{SO}}/{{PO}}|Add or Edit Sales/Purchase Order Attributes}}. | Go to {{PlatinumModuleSettings|{{SO}}/{{PO}}|Add or Edit Sales/Purchase Order Attributes}}. | ||
| − | * Click {{Button|List}} to view your current list of attributes. | + | * Click {{Button|List}} to view your current list of attributes. |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* At {{DataPrompt|Sales/Purchase order attribute}} enter a 3 character code e.g. EMA. | * At {{DataPrompt|Sales/Purchase order attribute}} enter a 3 character code e.g. EMA. | ||
| − | * Enter a suitable {{DataPrompt|Description}} e.g. Email Order. | + | * Enter a suitable {{DataPrompt|Description}} e.g. Email Order. |
* Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | * Click {{KeyPress|Done}} and {{KeyPress|Accept}}. | ||
* You can then continue adding as many attributes as required then click {{Button|Close}}. | * You can then continue adding as many attributes as required then click {{Button|Close}}. | ||
== Configure Incoming Orders == | == Configure Incoming Orders == | ||
| − | See [[How do I configure defaults for my online orders?#Attributes|this]] article for how to pre-allocate an attribute to your incoming Ebay or Own Website orders. | + | See [[How do I configure defaults for my online orders?#Attributes|this]] article for how to pre-allocate an attribute to your incoming Ebay or Own Website orders. |
== Assign to Orders == | == Assign to Orders == | ||
| − | When creating or amending a Sales or Purchase Order you may select the {{Tab|Attributes}} tab. | + | When creating or amending a Sales or Purchase Order you may select the {{Tab|Attributes}} tab. |
* Select the attribute to assign and use the '''->''' button to transfer it to the {{DataPrompt|Allocated}} section. | * Select the attribute to assign and use the '''->''' button to transfer it to the {{DataPrompt|Allocated}} section. | ||
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== See also == | == See also == | ||
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* [[How do I configure defaults for my online orders?]] | * [[How do I configure defaults for my online orders?]] | ||
* [[How do I get my eBay sales in to Platinum?]] | * [[How do I get my eBay sales in to Platinum?]] | ||
| + | |||
| + | {{KB_SO}}{{KB_PO}} | ||
{{KB_Tags|attribute, allocate, assign, order}} | {{KB_Tags|attribute, allocate, assign, order}} | ||
| − | {{How | + | {{How}} |
Revision as of 06:30, 15 March 2022
Contents
Summary
Attributes can be assigned to sales and purchase orders to categorise them e.g. to specify their source.
More Information
You may need to create attributes or configure your incoming order settings.
Configure Attributes
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Sales Order Processing/Purchase Order Processing Add or Edit Sales/Purchase Order Attributes".
- Click [List] to view your current list of attributes.
- Click [Add].
- At "Sales/Purchase order attribute" enter a 3 character code e.g. EMA.
- Enter a suitable "Description" e.g. Email Order.
- Click <Done> and <Accept>.
- You can then continue adding as many attributes as required then click [Close].
Configure Incoming Orders
See this article for how to pre-allocate an attribute to your incoming Ebay or Own Website orders.
Assign to Orders
When creating or amending a Sales or Purchase Order you may select the [Attributes] tab.
- Select the attribute to assign and use the -> button to transfer it to the "Allocated" section.
