How to use the new CPO creation enhancements

This article provides the process on how to use the new functions when placing an order.

To enable this feature user must go first to Admin > Site Settings > Additional Settings and tick Enable CPO Row Action. 

To access these functions go to Customer > Place an Order > Select a Customer and Add products

• Add Below - add below selected line items
  1. Double click on the number area of the No. column to activate the Row Action window
     
  2. Click on Add Below and this icon will be displayed before the row number
     
  3.  Then the user can add one or more products right below that line item. There are 2 ways to add products, users can either use the SKU / Product name or use the Product Selector
     1. SKU / Product Name - Input the SKU / Product Name, Qty and click on Add
        
        
     2. Product Selector - Click on the Product Selector, input Qty and click on Add
        
        
•  Replace - Replace currently selected line item
  1. Double click on the number area of the No. column to activate the Row Action window
     
  2.  Click on Replace and this icon will be displayed before the row number
     
  3.  Then the users can replace that item into a different product. There are 2 ways to replace products, users can either use the SKU / Product name or use the Product Selector
     1. SKU / Product Name - Input the SKU / Product Name, Qty and click on Add
        
        
     2. Product Selector - Click on the Product Selector, input Qty and click on Add
        

• Merge - Merge similar line items. 
  Note: The price of the merged items will follow the item that was merged into.
  1.  In order to use the Merge function, the user must add a duplicate Product to the order
     
  2. Double click on the number area of the No. column to activate the Row Action window
     
  3. Click on Merge and this icon will be displayed before the row number
     
  4.  Double click on the row number of the same product to merge them. It will merge the quantity of (7) Bacon[Price: $120.00, QTY: 12] to (3) Bacon [Price, $102.00, QTY: 1], but it will follow the price of (3) Bacon.
     

• Move -  Move any line items by dragging it up or down.
  1. Double click on the number area of the No. column to activate the Row Action window
     
  2.  Click on Move and this icon will be displayed before each row number
     
  3.  Once the Move function is activated, users can hold the left click to move line items to different positions or sequences.