92 lines
5.3 KiB
HTML
92 lines
5.3 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Basics: Listing items">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Edit Items Listed on Documents</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Edit Items Listed on Documents</p>
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<p class="Help-Main-Topic-Links"><a href="basic302.htm">List Items</a> <font color="#C0C0C0">|</font> <a href="basic320.htm">Delete Items</a> <span style="color: #c0c0c0;">|</span> <a href="basic_edit_documents.htm">Edit Saved Documents</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note">You can edit an item on a <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Transactional documents include sales and return receipts, receiving and return vouchers, and adjustment memos. Multi-store users have one more transactional document, the transfer slip.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">transactional document</a> only until the document has been saved. You can edit items on order documents at any time.</p>
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<p class="Help-Text">These edits will affect only the listed items on the document; they will not affect the corresponding items in inventory. The fields that can be edited vary by document, but typically edits are made to:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Change the quantity, price, cost, or give an item discount</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Change an items tax code, when special tax handling is needed</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Edit the item description; sometimes used on <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_serviceitem">service</a> or <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_noninvitem">non-inventory</a> items</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) Enter item <a href="basic_serial_number.htm">serial numbers</a></p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Pro) Change the sales Associate on a line-item basis for <a href="../qbpos_secadmin/secadmin_commissions.htm">commission tracking</a></p>
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</li>
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</ul>
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<p class="Help-Text">The procedure here is for editing an item on a sales receipt. The general procedure is the same on other documents, though choices may vary slightly.</p>
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<p class="Help-Info-Line">To edit a listed item:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Highlight the item you wish to edit on the receipt..</p>
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</li>
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</ol>
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<p class="Help-Indent">If you just listed the item, it is automatically highlighted and this step is not necessary.</p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Make edits as necessary:</p>
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</li>
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</ol>
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<ul style="list-style: disc;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Click <span class="hcp1">Qty +</span> and <span class="hcp1">Qty </span>  to increase or decrease the item quantity respectively.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Select <span class="hcp1">Return Item</span> to change the quantity to negative (a negative quantity adds the item back to inventory)</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Click <span class="hcp1">Qty/Price/Discount</span> to open a dialog allowing you to edit any or all  of these things in a single window</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font style="font-weight: bold;"><span style="font-weight: normal;">Click</span> Edit</font> to open the Item Information window to access other editable fields.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Or, make changes directly in the item list. You may have to <a href="basic_customizelistcolumns.htm">add columns</a> to the list for this option to be available.</p>
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</li>
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</ul>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Make other entries on the document as necessary and then take payment and save.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="basic_listingitemgroup.htm">List and edit a group Item</a></p>
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<p class="Help-Main-Topic-Links"><a href="basic_listing_itemassembly.htm">List an item assembly on a document</a></p>
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<p class="Help-Main-Topic-Links"><a href="basic_listing_uom.htm">List different units of measure on documents</a></p>
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</body>
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</html>
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