While it is generally recommended to add all line items in the Bill of Materials (BOM) and process them through the subsequent modules to maintain organization, consistency, and transparency, there may be exceptions. For example, adding a Credit Card Fee as a line item on the Customer Invoice. If you need to create a new line without going back to the BOM and re-processing the order, you can directly enter the line in the Order Entry Module by following these steps:
Select "Create / Edit Line Item(s)":
Click on the "Create / Edit Line Item(s)" button.
...
Select "New":
Click on the "New" button to create a new line item.
...
Fill in the Details:
Enter the following information:
Quantity (Qty)
Part Number (Part #)
Description
Unit of Measure (UOM)
Product Type
Vendor
Price Each
Adjust Commissionable Income:
If necessary, adjust the commissionable income / non-commissionable income fields.
Save the Line Item:
Click Save to finalize the entry.
By following these steps, you can add necessary line items directly in the Order Entry Module, ensuring your Customer Invoice reflects all required charges without disrupting the workflow.