Change Product

• Product to Product
  • Replace Product - Product Search
  • Replace Product - Resource Management Screen
• Product to Group and Group to Product from the Order Screen
  • Product to Group from the Order Screen
  • Group to Product from the Order Screen
• Product/Group to Product in the Packing Slip Screen
  • Replace Product in the Packing Slip Screen

• Change to Product and from Group to Product in the App

   

Product to Product

• Replace Product - Product Search 

  Select the product to be changed, and click "Replace Product - Product Search" 

     The "Replace Product" screen shows the selected date and group/model. 

     Change the product by clicking the dropdown arrow on the desired product. 

      The selected product then appears under "Existing Order Line" 

Replace Product - Resource Management view

Select the product to be changed, and click "Replace Product - Resource view"  

In the resource management view, the products in the current group and inventory are displayed

The product to be moved has a striped ring around it

Drag and drop the order down to the current product and consider the related products. 

To return to the order, left-click and press "Show Order" 

Product to Group from the Order Screen

Select the product to be changed, and click "Product -> Group" 

You will be asked if the product should be converted to a product group, click "OK" 

The product relation screen appears, make your selections and click "OK" 

Group to Product from the Order view

Select the group to be changed, and click "Replace Product - Resource view or Product Search" 

For more details about changing products, see here: 

• Resource Management Screen 
• Product Search 

Replace Product/Group in the Packing Slip Screen

Select the product/group to be changed, and click "Replace Product - Product Search" 

For more details about changing products, read here: Product Search