Utilize the Product Sequencing tool to set the sequence of how products display on an invoice for pre-sell, delivery, merchandising, picking, or taking inventory.

1. To start, Navigate to the Product Sequence tool using the Universal Search.

2. Use the tabs at the top of the sequence tool to navigate between what should be modified.

3. If modifying Invoice, Inventory, and Pick Sequence, then these are controlled by System Settings 48, 49, and 50. Check the system settings if unsure which sequence tab will affect the areas that are being updated.

4. The left side of the screen lists products that have already been "Sequenced", and can be modified.

5. Then, on the right are the "Un-sequenced" products. Click and drag records within the "Un-sequenced" column and drag them to the "Sequenced" side.

6. Drag and Drop the products to re-sequence them. Also, manually enter numbers to jump products around in the sequence.

7. Click the 'Bulk Sequence' button at the top to re-sequence multiple products by certain groups.

8. Select the group-by for the products that will be sequenced together.

9. Then, decide if the groupings will be sorted by ascending or descending order.

10. Lastly, click Sequence.

11. Once all product sequencing is confirmed, click Save Changes.

​ Note: Please be aware that these sequences affect all invoices (at the corresponding phase of its life cycle)