Task Menu Options, cont.
Delete Selected Product(s) From Order - This is the only way to delete a product or selected set of products from an order.
Restore Pre-Saved Deleted Rows - If you have previously saved the purchase order you are working on and then deleted products that were not meant to be removed from the order, use the Restore option to restore the last saved instance of that order.
Switch Supplier and Delete from PO - Selecting this will bring up a window to Switch Supplier and assign and new supplier code. On clicking the OK button, the product will be switched to the new supplier in inventory with the updated supplier code and it will also be removed from the current PO.
Move Selected Rows to Another PO - This option is intended to be used on Unsent Purchase Orders. It is used to move a product or set of products from one order to another (this is especially useful if an order was generated when using the handheld to create it - multiple orders may be generated as you scan products that are assigned to different suppliers in the inventory file). If the products are not found in the new supplier's catalog, you will be asked if you want to proceed and manually enter a new supplier code later. When you have finished the move, you can go to the correct order and enter new supplier numbers if available.
Save, Restore and Reset Grid Layout - The Purchase Order Details window is able to be customized to how you would like to view each column. Columns can be made wider or narrower by hovering over the column boundary and using your mouse to click and drag it either way. Columns can also be moved left or right by clicking the column header and dragging it to where you would like it to be placed. This new layout can be saved, restored or reset using the task menu options.
Show Legend - The legend breaks down the symbols found in the Master PO window and the PO Details windows for the Unsent and Ready to Receive views.
Generate Supplier Order File - Use this option if you have already sent your order and you need to re-generate the order file, whether it be an Order Dog File or Direct Email. It is not resetting the Send status, just generating the order file again.
Process PO Receive Invoice File - There are two current files able to be imported into the PO to adjust receive quantities and cost, Tree of Life (offering 2 formats) and Order Dog (which maintains several suppliers to create order files to process against). UNFI will be another supplier that will soon be available. See the support topic on PO Adjustment Methods in Receiving a PO for more information.
