Tip: Using a Filter to Display a Single Vendor's Items

In-help popup

When looking up items while creating a document, you can filter your item list to display only items from a specified vendor. This is particularly useful while creating purchase orders.

1. Choose Select from Item List from the I Want To menu to go to the item select inventory screen.

2. Select Create Filter from the View drop-down list.

3. Scroll down to the Vendor Name or Vendor Code field and enter the vendor information, clear all other fields, and then select OK to display the filtered list.

If you want to memorize the filter for future use, select Save before selecting OK, and give the filter a unique name.

4. Enter a Doc Qty and Doc Cost (or Doc Price if applicable) for each item being listed.

5. Choose Select to return the items and quantities to the document.

(Pro) To work with a style from the vendor, highlight any item belonging to the style you want to order and then select Switch to Style to display the style grid. Enter document quantities in the cells of the grid and then choose Select.