Entering Item Information

Entering Item Information (6426)

You enter item information by typing all or part of the item code or description into the appropriate column of the Line Items list. (The two description columns next to the Item Code column are named in the Item Preferences window. See "Setting Item Preferences" in Chapter 5 for instructions.) If you don't type enough characters to identify an item, you'll be prompted to choose from the Item List when you move to another column.

• The unit price and tax status are automatically filled in based on information in the Item Card. The price is determined by the price level assigned to the customer. You can change the unit price for this quote. The tax status of an item can only be changed in the Item Card.

• After the basic item information is filled in, you enter a quantity. Because this is a quote, the quantity doesn't affect the item inventory. The extended price is calculated based on the price of the item and the quantity you enter.

• The Comments and E.T.A. (Estimated Time of Arrival) fields are optional. Use the Comments field for short notes about items. Use the E.T.A. field to record when you expect the item to be delivered.