How to change the order in which Additional Charges and Customer Promotions are listed in Order Entry in SalesPRO
Summary
Beginning with SalesPRO version 5.0.227, users can
easily change the sequence in which Additional Charges and Customer
Promotions are listed in Order Entry. Below are instructions.
Instructions
- From within the SalesPRO software, navigate to the Maintenance tab.
- Select the icon for Additional Charges or for Customer Promotions.
- For this example, we'll work with Customer Promotions.
- Below is a screenshot which shows the Customer Promotions Group "% Discounts".
- Currently they are listed by order added. We want to change them to sort lowest discount to highest discount.
- Click on the Discount you wish to view 1st in the list, and then click on the Edit button.
- In the Sequence field, place the number 1.
- Press OK.
- Repeat for all other promotions found within the group % Discounts, increasing the sequence number for each promotion.
- When completed, the list will be sorted properly.
A couple of notes:
- You may need to close the Customer Promotions window and reopen to see the newly sequenced list.
- Customer Promotions and/or Additional Charges can only be re-sequenced if they are located within the same group.
- For more information on setting up Customer Promotions, view this knowledge base article Setting Up Customer Promotions.
- For more information on setting up Additional Charges, view this knowledge base article Setting up Additional Charges.
Applies to:
- SalesPRO Software
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