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Sales Order Clipboard Function
Sales Order Clipboard Function

Sales Order Clipboard Function

Updated over a year ago

Description

The following support note describes how the Clipboard feature operates from the Sales Order screen.

Workflow Restriction

The clipboard feature works on selected browsers etc. Google Chrome, Firefox and Microsoft Edge.

Detail Steps

3 fields (ITEMNUMBER, QUANTITY, UNITPRICE ) are required for Sale Order Paste From Clipboard (no header needed) to work.

column 1 = ITEMNUMBER
column 2 = QUANTITY
column 3 = UNITPRICE

Attached file with sample fields.

NOTES:

Supported data field Copy and Paste combinations:

  • all 3 fields (ITEMNUMBER, QUANTITY, UNITPRICE )

  • only one field etc. ITEMNUMBER, QUANTITY or UNITPRICE

  • 2 fields etc. ITEMNUMBER and QUANTITY

Clipboard workflow:

  1. Go to the spreadsheet and Copy 3 columns side by side.

2. Go to WMS Sales Order (New / Edit) and select "Paste from Clipboard" and then “Ctrl+V” to paste or “Enter” to Cancel.

3. Ensure that the item number is available in WMS. If the item number is NOT available in WMS, it will be displayed as \c.

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