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3. Detailed Item Information

While trade service offers the ability to incorporate both images and spec sheets for items, these images and spec sheets can come from a variety of locations. Those items that have a spec sheet or image can be accessed from the Sales Order Entry screen, as shown below:

Sales Order Entry

If an item has a spec sheet or image, the VIEW IMAGE and VIEW SPEC buttons will be available from the Sales Order Item screen. Follow these steps to see the source of this information:

  1. Navigate to Sales > Sales Order > New

  2. Enter the necessary header information on the first screen (e.g., customer number, etc.) and then navigate to the Item tab.

  3. Enter the Item Number

  4. Notice the VIEW IMAGE and VIEW SPEC buttons which enable you to see the item image and/or the item spec sheet for the specified item.

To view or add to the source documents for the item, follow these steps:

  1. Click on the magnifying glass next to the item.

  2. Select Open

  3. You will now be looking at the item record for the item.

  4. Select the Document tab to see a full list of documents for the item.

Note

All of these options available on the Sales Order Entry screen can also be found in quote entry and purchase order entry.