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This While it is not highly generally recommended as to add all additional line items should really start in the Bill of Materials (BOM) and Processed process them through to the rest of the subsequent modules to follow the flow of business and keep everything organized, consistent and transparent. There may be exceptions such as maintain organization, consistency, and transparency, there may be exceptions. For example, adding a Credit Card Fee that you would want to show up as a line item on the Customer Invoice. To If you need to create a new line without having to go going back to the BOM and re-processing the order, you can directly enter the line into in the Order Entry Module by following the below these steps:

  1. Select "Create / Edit Line Item(s)":

    • Click on the "Create / Edit Line Item(s)" button.

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  1. Select "New"

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  1. :

    • Click on the "New" button to create a new line item.

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  1. Fill in

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  1. the Details:

    • Enter the following information:

      • Quantity (Qty)

      • Part Number (Part #)

      • Description

      • Unit of Measure (UOM)

      • Product Type

      • Vendor

      • Price Each

  2. Adjust Commissionable Income:

    • If necessary, adjust the commissionable income / non-commissionable income

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    • fields.

    image-20240617-151504.pngImage Added
  1. 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.