You can edit the details of an Order Worksheet at any time. For instance, you may want to edit the add or edit the item in the list.
To edit an Order Worksheet:
- From the main menu, navigate to Inventory > Order Worksheet.
All existing worksheet names appear on the left pane.
- Click the worksheet name that you want to edit.
The Order Worksheet Information opens on the right.
- Click Edit Worksheet.
- In the Edit Worksheet window, you can edit the details.
Note: Fields grayed out cannot be edited.
Note: To add an item to the list, enter the SKU # in the search field. If the SKU number is unknown, click the search icon to perform an item search, then click Select next to the item.
The system pre-populates the item description, class, and subclass. Click to save this item to the list.
To remove an item from the list, click next to the item.
- Click Accept.
A summary of the edited order worksheet appears.