How to Check Specifications and Prices In Sales Order Entry

Checking/Amending Product Specifications

To check a customers specification for a product on an order, open the order in unconfirmed orders or confirm/amend orders.

1. When you have opened the customer order select the the product that you want to check the specification for.
2. At the bottom left you can see the Product Desc/Spec/Notes.

3. To add or change the product specification, right click on the product and select ‘Change Spec’.

4. The window below will appear you can now add/edit the product specification

5. When you have added the details needed select the Save icon. If you tick ‘Keep Specification’ this will keep this spec for all future orders.

Check Product Prices

1. To view a product price in sales orders, right click on the product.
2. Select ‘Check Price’.

3. This will bring up the below window showing the product prices and you will be able to see in the notes if it is a customer special price or where the price has been found.
4. You can also set a customer promotional price at this stage, by ticking ‘Set Promotional Dates’ and choosing your dates, then click the save button.