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Invoice Edit Plus: Recommended Products Widget

Distributor steps for adding suggested products a customer isn't buying to an invoice from the Recommended Products widget in Invoice Edit Plus. Load sheet must be New or Loaded. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

How to use the Recommended Products Widget
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1. Using Universal Search, navigate to the Load Sheets table
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2. Apply filters to locate then select the Load Sheet
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NOTE: Load Sheet status should be New or Loaded
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3. Click the Pencil icon of an Invoice to modify
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4. Browse Recommended Products
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NOTE: The prices for this Customer and availability of the Products are displayed for convenience
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5. Enter the desired purchase quantity into the Purchase box of the product you want to add to the invoice, then click Add

6. Click Save Changes

Fields And Definitions

  • Invoice # - The unique id for the invoice
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  • Date - The date of delivery (this comes from the load sheet)
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  • Load Sheet - This shows the unique load sheet ID and the route
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  • Entered By - The person who edited the invoice last
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  • Product - The Product Name
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  • Inventory - The inventory of this product for the customer, not the distributor
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  • Purch - The amount of cases purchased by the customer (Order is the amount prior to loading the load sheet, Purchase is after loading the load sheet)
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  • Price - The actual Price charged to the customer
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  • Recommended Product - Here is a list of Recommended Products. You can now easily identify popular products that are not being sold into an account which will allow you to create new placements, close market gaps, and increase sales!

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