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Product Sequencing

Distributor steps for setting the product order on inventory counts, invoices and pick sheets in Encompass with the Product Sequence page, using drag and drop or Bulk Sequence. Includes a video. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Set Product Sequences for Inventory, Invoices, & Pick Sheets

  1. Using Universal Search, navigate to the "Product Sequence" link
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  2. Select a tab for sequencing: Inventory, Invoice, or Pick
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  3. In the left column, drag and drop to re-order Sequenced Products
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  4. In the right column, select an unsequenced Products and drag and drop it into the desired position on the left
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  5. To make bulk changes, click the "Bulk Sequence" button
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  6. In the overlay, set Order By options and click the "Sequence" button when complete
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  7. To process any changes, individual or bulk, click the "Save Changes" button

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