Using the Catalog Feature in a Sales Order

In this FAQ it will go over how to use the Catalog Feature in sales orders.

1. When you create a sales order and are ready to add items click on the Catalog icon at the top of sales order.

1. Then select which Vendor you want and then select from one of their catalogs. 

1. Once inside the catalog click on any hot spotted item to add it to your order. Any item with blue box around it is hot spotted. 

1. When you click on the hotspot it will pull up this field. You can edit the amount and add notes. Just click add when ready to add it to your order.

1. When you have completed adding the items you exit the catalog by clicking on arrow icon on the far right. 

1. Once back in the sales order you can see all the items listed under items that were added from the catalog.