Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:contract:batchadd [2024/04/18 14:56] – amanda | cats:procedures:contract:batchadd [2024/04/24 19:31] (current) – amanda | ||
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====Adding Items (or Contracts)==== | ====Adding Items (or Contracts)==== | ||
To add a single item, click on the green plus icon next to the **Add an item** link. | To add a single item, click on the green plus icon next to the **Add an item** link. | ||
- | To add multiple items, click on the green plus icon next to the **Add a series of items** link. | + | To add multiple items, click on the pages icon next to the **Add a series of items** link. |
<note tip>To make each item into a separate contract, click the box to turn on the option to '' | <note tip>To make each item into a separate contract, click the box to turn on the option to '' | ||
+ | To clear added items, click on the **Clear Items icon**. | ||
+ | |||
+ | ===Enter Item Number=== | ||
+ | Input the number of items you want to add, as well as choosing whether or not CATS will advance the position by one month for each item. | ||
+ | [{{: | ||
===Enter Product Details=== | ===Enter Product Details=== | ||
- | Enter the type of product to add on every item. Press Continue | + | Enter the type of product to add on every item. Press Apply to continue |
[{{: | [{{: | ||
===Enter Units and Weight=== | ===Enter Units and Weight=== | ||
- | Enter the product shipment and position details and pick Apply. | + | Enter the product shipment and position details and pick Apply to continue. |
[{{: | [{{: | ||
+ | |||
+ | ===Enter Shipment Details=== | ||
+ | Enter the customer number, as well as position and delivery details such as destination here. | ||
+ | [{{: | ||
===Enter Price Details=== | ===Enter Price Details=== | ||
- | [] | + | Input the price details and pick Apply to continue adding the item. |
+ | [{{: | ||
====Finalize Creation==== | ====Finalize Creation==== | ||
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The contract will be created and you can review it. | The contract will be created and you can review it. | ||
+ | |||
+ | ===Creation History=== | ||
+ | elect History from the menu to see a list of previously created items. | ||
+ | [{{: | ||
+ | |||
+ | Choose the starting contract from the list and you will be taken there to view as normal. | ||
+ | [{{: | ||
+ | |||
+ | From there, you can work as you normally would in CATS or hit Exit to return to the Batch Add area. | ||
+ | [] |