How To: Display a prompt on a Purchase Order

Messages can be displayed to the user when creating a purchase order. Below is the basic method, the message will only appear after the user has added the first item.

  1. Open a Promotion screen (show me how).
  2. Open the [ Telesale Rule ] tab.
  3. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  4. Type the Telesale Prompt title in the Short Description field.
  5. Select the Purchase radio button.
  6. Type the relevant text in the Long Description field, for example 'this item is the old model please replace'.
  7. Set criteria as required.
  8. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save once you have finished.

Note: if the purchase order is created from the [ Stock | Reordering (Standard) ] screen then the prompt will not appear until another item has been added to the order.

See Also

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