Is there a way to take information on the Stock Item page and display it on the line when that part is chosen for a Sales Order?
How to have Stock Item details appear on a Sales Order Line?
Best answer by enou
A good way to solve this is to make the Stock Item information available as a read-only reference directly on the Sales Order line.
When a user selects a part, the system could automatically display relevant item details such as:
-
Item description
-
Stock/available quantity
-
Unit of measure
-
Customer-specific information
-
Product notes/specifications
-
Warehouse/location
-
Lead time
-
Current selling price
This would save users from constantly switching between the Stock Item page and the Sales Order screen, while also reducing manual data entry and the risk of selecting the wrong information.
Ideally, the values should populate automatically when the item is selected, with the option to configure which Stock Item fields appear on the order line.
This is exactly the type of workflow where ERP-integrated automation can make order entry faster and more accurate.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.