Differences

This shows you the differences between two versions of the page.

--- sales_order [2021/08/27 10:19] – [View/Edit] darryl
+++ sales_order [2023/06/20 08:53] (current) – external edit 127.0.0.1
@@ Line 36: / Line 36: @@
 ==== Sales Order Lines ====
-The Sales order Line Tab is where you view, add and edit the parts that are being ordered. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.
+The Sales order Line Tab is where you view, add and edit the parts on your Sales Order. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.
-''Insert Image Here''
+{{ :salesorderlinetab.png?800 |}}
+Click 'Add New Line' to add extra parts, or click the pencil icon on a line to edit it. Adding a new line will open a pop-up window.
+{{ :salesorderlineadd.png?400 |}}
 ----
 ==== Sales order Shipping ====
+The Sales Order Shipping tab will show each line, and whether or not it has been dispatched to the customer. Click the pencil icon to edit a line and update the quantity that have been dispatched.
+{{ :salesordershippingtab.png?800 |}}
+Clicking the pencil icon will open a pop-up window for your chosen line
+{{ :salesorderlineshipping.png?400 |}}
+Update your Quantity to Ship and then click the tick icon. Once a line has been completed, the icon on the right of the line will reflect this.
 ----
 ==== Attachments ====
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.
+{{ ::attachments_list.png?nolink&800 |}}
+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
+{{ :attachment_add.png?nolink&600 |}}
+Public and Private attachments are visible or invisible to Mobile users respectively.
+----