How to Enable Add-on Sales Items Feature
Version: 7.5 & Up
Q - Can you advise where this "add-on" list is accessed in Elliott by Sales Order Entry personnel? I can't find any flags or anywhere in Sales Entry where an "add-on box" pops up to select items. We've never used this feature and we need to know how it works. See sample screen below for IM -> Maintenance -> Add-On Sales Item:
A - The “Add-on Sales Items” feature only works for “Sales Desk” and not for order entry. You need to first get familiar with Sales Desk if you've never used it before. You can enable Sales Desk by going to Global Setup -> Cop-Control -> Sales Desk. Sales Desk is an alternative to creating a sales order. It allows salespeople to interact with customers on the phone when they place their orders. Hence, the ability to pop up add-on items makes a lot of sense. For Sales Desk information please refer to the following KB article:
If you are not ready to use Sales Desk, alternatively, you can make “add-on items” work via an F7/F8 item search, or Stock Status Inquiry. See the following KB article:
Key words: add-on addon add on sales item