190 lines
11 KiB
HTML
190 lines
11 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">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>List Items on Documents: Overview</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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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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span.hcp5 { font-weight:bold; }
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font.hcp6 { font-weight:bold;
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font-style:italic; }
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span.hcp7 { font-weight:bold;
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font-style:italic; }
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td.hcp8 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px; }
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-->
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</style>
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</head>
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<body><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;">List Items on Documents: Overview</p>
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<p class="Help-Text"><a href="basic254.htm">Use Bar Codes</a> <font color="#C0C0C0">|</font> <a href="basic_item_identifiers.htm">About Item Identifiers</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_item.htm">Find an Item</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">The item list included on documents lists the items to be processed (received, sold, ordered, etc.). This list contains item details such as the description, price or cost, item discounts, etc.</p>
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<p class="Help-Text">The default columns included in the item list will vary depending on the document you are completing. Most <a href="basic_view_list.htm">list navigation</a> procedures apply, including the ability to <a href="basic_customizelistcolumns.htm">customize the columns</a> included in the list.</p>
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<p class="Help-Info-Line">Which type of document do you need help with?</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Sales Receipts or Receiving Vouchers <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP243667964" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">In the <b>Scan or enter item information</b> drop-down box, scan or type item information to search for the item being listed (receipt example shown):</p>
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<p class="Help-Text"><img src="../image/rcpt_additems.gif" alt="" width="579" height="95" border="0" class="hcp1"></p>
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<p class="Help-Text">Use any of these methods to add items to the document :</p>
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<ul>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp5">Scan</span> the bar code from the item tag.</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp5">Type</span> the item's UPC, Item #, or alternate lookup value and press <font class="hcp6"><Enter> <span style="font-style: normal; font-weight: normal;"> <a href="basic_item_identifiers.htm">Learn more about these item identifiers</a></span></font></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp5">Search</span> by item name (beginning characters) or other item keyword. Just begin typing the name or keyword and a list of matching items is displayed. Select an item from the list by clicking  it (keyboard users, press the down arrow key to scroll, then <font class="hcp6"><Enter></font> to select). The selected item is added to the document with a quantity of 1.</p>
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</li>
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</ul>
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<p class="Help-Indent"><img src="../image/item_list_on_doc.gif" alt="item search" width="427" height="141" border="0" class="hcp1"></p>
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches.</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">To see your entire item list, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon with no entry in the Add Item field. You can scroll through the list looking for the needed item.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Nested-List">Click <a href="../qbpos_recording_sales_and_returns/receipt_sell_misc_item.htm">Sell a Miscellaneous Item</a> or <a href="../qbpos_inventory/inven402.htm">Add a New Item to Inventory</a> if needed.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p><a href="basic_quickpick_Item.htm">Quick Pick Items</a></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All Other Documents (Purchase Order, Customer Order, Adjustment Memo, Transfer Slip) <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP242797923" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><img src="../image/doc_item_list.gif" alt="image\doc_item_list.gif" width="440" height="85" border="0"></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">With the cursor in the <span class="hcp5">Enter Items</span> field, do one of the following. Each of these procedures, except the last, adds the item to the document with a quantity of one.</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Scan the item bar code; if one unique match is found in your item list, it is instantly listed.</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">Type the item UPC number, item number or alternate lookup value (collectively called <span style="font-style: italic;">item identifiers</span>) and press <span class="hcp7"><Enter></span>; if one unique match is found, it is instantly listed.</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">Begin typing the item description (based on <span class="hcp5">Description 1</span> field in inventory); a drop-down list of your items is displayed with a match highlighted. Select it or another item from the list.</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">Type an item search keyword or keywords and then choose <span class="hcp5">Find Items</span> to the right of the <span class="hcp5">Enter Items</span> field. The Find Item window displays all item matches found, select an item or refine your search keywords and select <span class="hcp5">Find</span> again .until the item is located and listed.</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">From the <span class="hcp5">I Want To</span> menu, choose <span class="hcp5">Select from Item List</span> <span class="hcp7">(<F4>)</span> to open your item list in a special selection mode. Locate the item(s) and enter the quantities needed in the <span class="hcp5">Doc Qty</span> column of this screen.</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) To choose <a href="../qbpos_inventory/inven_style_oview.htm">style items</a>, display the style grid and enter document quantities in the cells of the grid. Then choose <span class="hcp5">Select</span> from the bottom toolbar to return them to the document.</p>
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</li>
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</ul>
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<p class="Related-Topics">Learn More</p>
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<p class="Help-Text"><a href="navigation_find/basic_find_item.htm">Searching for an item by keyword</a></p>
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<p class="Help-Text"><a href="basic318.htm">Selecting items from inventory</a></p>
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<p class="help-text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Info-Line">For general information about listing document items, select a topic:</p>
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<table cellspacing="0" width="339">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="basic317.htm">Scan or enter a UPC, Item #, or Alternate Lookup</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="basic_quickpick_Item.htm">Quick Pick Items</a> (receipt and voucher only)</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="../qbpos_inventory/inven435.htm">Using service or non-inventory items</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="../qbpos_inventory/inven_qty_decimals.htm">Enter decimal item quantities</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="basic_additem_whle_making_document.htm">Add a new item to inventory while making a document</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
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<p class="Help-Text"><a href="basic_listingitemgroup.htm">List a group item</a></p>
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<p class="Help-Text"><a href="basic_listing_itemassembly.htm">List an assembly item</a></p>
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<p class="Help-Text"><a href="basic_listing_uom.htm">List different units of measure</a></p>
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<p class="Help-Text"><a href="../qbpos_multi_store/multistore_view_storeqty.htm">View item quantities at other stores</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Info-Line" style="margin-top: 6.00pt;">Editing Listed items:</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="basic319.htm">Edit items</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp8">
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<p class="Help-Text"><a href="basic320.htm">Remove items from a document</a></p>
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</td>
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</tr>
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</table>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP243667964');
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TextPopupInit('a2','POPUP242797923');
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//]]></script>
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</body>
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</html>
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