Viewing Add-On/Substitute Product Inquiries

When you search for substitute or add-on products that you can add to your sales order, you may need to research products to see if they similar and, more important, in stock. Use the Product Inquiries screen to display a variety of information related to a selected substitute or add-on product.

To view add-on/substitute product inquiries:

  1. Create or open a sales order and display the Body screen.

  2. If needed, use the Subs hot key to display the Substitute / Related Items screen.

Note: This hot key is also available from the Scheduling screen.

  1. Select a product and use the Inq hot key to display the Product Inquiries screen.

  2. Use hot keys, as needed:

To view...

Use this hot key...

the product's inventory levels

Inventory Inquiry

The Inventory Inquiry screen displays.

inventory projections for the product

Future Ledger

The Future Ledger screen displays.

the product's sales/procurement history

History Ledger

The Inventory History Ledger screen displays.

or change the product's maintenance record

Product Maint

The Product Maintenance screen displays.

inventory management details, such as demand, lead time, and other factors

Inventory Data

The Primary Inventory Maintenance screen displays.

how often the product has been sold over the years

Sales History

The Product Sales History screen displays.

  1. Press Esc to return to the Substitute / Related Items screen.

See Also:

Adding Substitute or Related Products to Sales Orders