Adding Stock Items to Lot Item Orders

If you maintain some of the items the customer has ordered in your inventory, you can add them to the same order as the lot item, provided you create a new order generation. For example, if the customer requests an office lighting package, and you carry large quantities of various sizes of light bulbs, you can ship the light bulbs from your warehouse instead of buying more from the vendor.

The stock products become part of the overall order total, and are included in the job total on the Lot Totals screen. If you change an overall lot total, the new prorated amount also affects the stock products.

To add a stock item to a lot item order:

1. From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.

2. Open a sales order or bid that includes a lot item.

3. Add a ship date for the stock items.

4. Add stock items to the new order generation.

5. Add a cost code to the stock item, if needed.

6. Choose shipment options, as needed.

See Also:

Lot Item Order Entry Overview

Lot Billing Order Entry Workflow

Entering Lot Items on Bids

Entering Lot Item Direct Ship Orders