Adding Line Items

The record must be in Edit mode to be able to modify it.

  1. Click Edit If the Vendor record was auto-created, or is otherwise in read-only mode.
  2. In the Line Items section click Add or Grid. The Line Item form opens.
  3. Complete the Line Item form according to the Line Item table below. You must complete all required fields on each line that you enter before you can save the Line Item.
  4. Click Save (if using the grid) or OK (if using the Line Item form) to save the form. The Line Items form closes.
  5. In the Line Items section click Add or Grid. The Line Items List opens.

    If you are using the grid and do not click Save before closing it, you will lose your line item changes.

Line Item List Table

In this field Use

Do this

Tab Name

You can enter a name for the tab.

General

Short Description*

This is a required field - Enter a brief description of the item specified on the line item

Contact First Name

Enter the contact's first name.

Contact Last Name

Enter the contact's last name.

Title

Enter a title for the line item

Address 1

The Upper form auto-populates this field.

Address 2

The Upper form auto-populates this field.

Address 3

The Upper form auto-populates this field.

City

The Upper form auto-populates this field.

State/Province

The Upper form auto-populates this field.

Zip/Postal Code

The Upper form auto-populates this field.

Email

Enter the contact's email address.

Work Phone

Enter the contact's work phone number.


Last Published Monday, August 28, 2023