The Inventory and Services tab includes a list of goods and services to be purchased by the customer with this customer order.
The "Customer Order (create)" form. The Inventory and Services tab
To add an inventory or service item, click the Add or Pick button (refer to Using the pick operation). In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the 
button on the table toolbar and follow the step-by-step instructions in the appeared window.
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The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).
The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses.
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The Auto-Discount % and Auto-Discount columns are available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in these columns indicate that one or more discounts are applied because their conditions are met in the document. If you change any line in the document, click the Auto button to recalculate the automatic discounts. For more information on discounts, refer to Overview of Trade Discounts.
| Note. You can view information on manual and automatic discounts applied to a specific line. For this, double-click in the Auto-Discount % or Auto-Discount columns to open the Applied Discounts (Markups) for the Row dialog box (refer to the Applied Discounts (Markups) for the Row section below). In this dialog box, you can view the amount of manual and automatic discounts applied to the line and which of the available auto-discounts were applied and which were not. |
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The tab toolbar buttons
Use the Up and Down ( 
) buttons to rearrange the items in the list.
If the Recalculate Automatic Discounts When Line is Changing option is not selected, the users will need to click the 
button on the toolbar to initiate re-application of automatic discounts. The red color of circular arrows on the button indicates that the document has been changed and discount re-application is required. Green color of the arrows ( 
) indicates that auto-discounts are updated.
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You can use this dialog box to select the specification for an item which is a set.
The Set Components dialog box
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Use this dialog box to estimate the gross margin of the sales. Review the item costs, prices, and resulting amount; add any missing information. Review the resulting gross margin and estimations for margin percentages on per item basis. You can adjust the prices if you need to meet the specific markup requirements.
The Estimated Margin Calculation dialog box
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Using this dialog box, you can view the amounts of the manual and automatic discounts applied to the selected document line.
The Applied Discounts (Markups) for the Row dialog box
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