Enter data for Quotes / orders
The process of splitting an order just separates a single order into two or more different orders. This breaks large orders into a set of smaller orders. The split is based on a global variable and all items with the same answer to the global variable are split into the same order. At the Quotes / orders screen:-
● Select: Edit - Split
The program prompts with a dialog.
For example a large order for each room in a building can be split into an order for each room by setting up a global variable for Room number and entering the actual room number for each product as the answer to the global variable.
Global variable ROOM Answer
DESK/001 02
DESK/002 01
BCASE/LARGE 02
DESK-EXEC 03
OCC TABLE 02
At the Split dialog select the global variable to use for the split and then select the answer to use for the selection. In the above example select the global variable ROOM and select the answer 02 to create a separate order for all the items in Room 2
For a split global variables must be available, that is, they must be set in the Variables table and the variable must not have an answer set in the Global dialog.
Notes
- General information for each order such as delivery address and invoice address are automatically copied to each new order that results from the split. Fittings operations and notes lines associated with each product are kept with that product in the new order.
- If using a global variable in this way leave the answer to the variable blank in the Global variables window and fill in the answer separately for each product.
