Invoice Item Lookup |
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Looking Up Items During Invoicing
Click the [F5] button on the keyboard or use the Item Lookup button. If the lookup button is grayed out, then check that "Allow Item Lookup" in the invoice options form is checked.
When you create an invoice, you can look up all the items that are similar to this item, as well as all components that are associated with it.
While searching for an item during invoicing, you can right-click on an item. A menu will appear where you can click on Show Similar / Equivalent or Show Components.
Adding Items to an Invoice
Double click on item you want to add to the invoice or select the items and then click the Add Selected Items button.
To open the image attached to this item select the Quick Open First Image or press the F12 button.
You can set the default column (item code, barcode or description) to search by in Invoice Options > Item Lookup Default Column.
