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To add opportunity items to an order

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Enter a new order, or open an existing order (see Entering Orders or Finding Orders). Opportunity indicators designate which products have available opportunities.
  3. While in the edit mode, click on the line item for which you want to add opportunity items. The Opportunities window opens.
  4. Select an opportunity item, and click Add to add a new line item to the order for the Upsell, Cross-sell, or Replacement item:

    The Qty is set to zero, the Opportunities window refreshes (the added item is removed from the window), and each line item's Opportunity indicator refreshes.

  5. Enter a Qty for the added item.
  6. Click Save.

See Also

Ordering Upsell, Cross-sell, and Replacement Items

Using the Opportunities Legend

To open the Opportunities window

To close the Opportunities window

To replace products with opportunity items

To replace Out of Production products that have no inventory available


ASI logo 10.6 Production Release. Updated 10/5/2005 3:40:20 PM
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