Quick Action Wizard

Reference

The Quick Action Wizard is available in all grids.

Quick Action Description
Add to Draft

Click Next, then select the draft you want to add the line to:

  • Create a new draft.
  • Add to an existing draft, then select from the list of (open) drafts.
  • Add to quickpad.

See Drafts

Add to Stocktake

Click Next, then select the stocktake you want to add the line to:

  • Create new stocktake, then enter a Description.
  • Add to existing stocktake, then select from the list of (open) counting journals.

See Stocktake

Do Not Order

Set the line to Do Not Order in the Product Card.

See Product Search > Properties tab

Send to Label Queue

In any grid where product lines are present, the option to Send To Label Queue is available from the context menu.

The product is added to the label queue with the current Active Retail Price. The Active Promo Price is never used nor shown.

A future-dated promotional price can only be queued directly from within the promotion grid using the Quick Action Wizard.

Invoices: When queueing labels at the time of receiving and committing an invoice, you can change the Quick Action Wizard to update the number of labels being queued to:

  • Set the label qty to 1 (default option)
  • Available qty (SOH)
  • Invoice qty

See Label Queue

Send to Price Review

A new Ad Hoc price review is created.

It is not possible to use Quick Action to send a line to an existing price review.

See Price Review