Reviewing Line Item Details in Pocket Order Entry

You can review and change line item details using the Pocket Order Entry (Pocket OE) Line Item Details screen. This screen displays a product's unit of measure and quantity for pricing and selling, quantity break information, and pricing information. Price and cost fields use the system defined Global Buy/Sell Basis Names.

Use this screen to do any of the following:

• Review product details

• Change the customer's back order default

• Review and change pricing to offer discounts

To set a discount for the entire order, use the Discount field on the Order View screen.

• Add line item comments

The Additional field displays a gross profit ranking for the product. The ranges described below are hard-coded and cannot be changed:

If you downloaded Reorder Pad information, that data also displays on the Product Details screen. The information is only as current as the last time the Palm device synchronized with the host system and updated Reorder Pad and Product File information:

To display the Line Item Details screen:

1. Start the Pocket OE application.

2. Create or edit an order.

3. Select the Item Entry view.

   

4. Tap Line Detail to display the Line Item Details screen.

The product description displays at the top of the screen.

Note: If "Product Not Found" displays at the top of the screen, the current product is a nonstock created on-the-fly.

To review product details:

1. Tap Product Details to display the Product Details screen.

   

Note: If "Product Not Found" displays at the top of the screen, the current product is a nonstock created on-the-fly.

2. Tap Comments to add line item comments.

3. Continue reviewing or changing other line item details.

To review and change product back order defaults:

1. Tap one of the following BackOrder options:

• Yes – Instructs the system to backorder the item, if necessary, regardless of the back order status set in the customer record.

• No – Instructs the system not to backorder the item, regardless of the back order status set in the customer record.

• Default – Instructs the system to use the back order status set in the customer record.

2. Continue reviewing or changing other line item details.

To create a discount price for the line item:

Note: Changing pricing can cause you to violate the minimum gross profit percent. The Palm device does not display notification. For more information, see How Palm SFA Messages the Palm Administrator.

1. In the Discount field, enter a number and then tap one of the following:

• % Off – Subtracts the value in the Discount field as a percentage from the base price. For example, entering 10 means discount the base price by 10%. If the base price is $12.70, the new price would be $11.43.

• $ Off – Subtracts the value in the Discount field as a dollar amount from the base price. For example, entering 10 means discount the base price by $10.00. If the base price is $12.70, the new price would be $2.70.

• New Price – Uses the value in the Discount field as the new price. For example, entering 10 means change the base price to $10.00. If the base price is $12.70, the new price would be $10.00.

The Base Price field updates with the discounted price or the new price.

Note: To restore the original line item base price, clear any value from the Discount field and tap ReCalc.

2. In the Quantity field, edit the order quantity, if necessary, and tap ReCalc.

The Line Total field displays the base price multiplied by the order quantity.

After uploading the order to the host system, line item discounts appear as price overrides on the transaction.

3. Continue reviewing or changing other line item details.

See Also:

Adding Line Item Comments in Pocket Order Entry

Creating Orders with Pocket Order Entry

Editing Orders with Pocket Order Entry

How Palm SFA Messages the Palm Administrator

Pocket Order Entry Overview

Using the Default Editing Menu in Palm SFA