In Step 2 of the Place Orders screen, the edit menu contains several options to help you work on your order.
- Add All To Order - Will add all rows in the grid to your order, visible or otherwise.
-
Add Visible To Order - This will add all rows currently displayed in the grid to your order. If you have a grid filter applied to hide some rows, those rows are not added.
- IMPORTANT: Filters typed in to grids in StockIQ are display filters only, the data is still in the grid, just hidden by your temporary filter.
- Remove All - Removes all items from your order, visible or otherwise.
- Remove Visible From Order - Removes all visible entries from the order, as the above 'add visible' option.
- Add Lines... - This option opens the Add Lines Wizard
- Delete Selected Lines - Deletes the lines that you have selected from the order grid.
- Batch Edit Mode - Enables Batch Edit Mode, which allows you to make many edits at once more quickly than when the results of each edit are calculated after you make them.
- Order Wizard - Opens the Order Wizard, which allows you to target up to goals such as units, order value, weight, full containers, supplier minimums, and more.
-
Allocation Wizard - Opens the allocation wizard, which allows you to allocate limited quantities to lines in your order, such as:
- Distribute limited inventory from hub to spokes
- Distribute limited supplier on-hand to multiple sites
- Distribute production orders with limited components to multiple finished goods
- Order Containers... - Opens the Container Wizard, which will load your current order into containers
- Pricebreak Analysis - Opens the pricebreak analysis window, where you can view the weighted cost-per-unit analysis and pricebreak recommendations for your order.
- Dropship Wizard - Opens the Dropship wizard, which will allow you to create an order directly associated with sales orders, typically for special-order or BuyToOrder items.
- Expedite Selected Rows... - Opens the Expedited LT Wizard to determine how much to expedite for when expedited shipping LT data is available.
- Substitute Wizard - Opens the substitute wizard for acting on multiple lines with substitutes at once time.
- Direct Shipment Wizard- Opens the Direct Ship Wizard to helps you decide which lines can be split and shipped directly ordered to a spoke
- Lock/Unlock Schedules - Allows you to lock a schedule for production planning or due to vendor supply issues.
- Hide Suggestions... - A shortcut for locking/zeroing suggestions on the selected items in one step using the lock schedule screen.
- Show Hidden Suggestions... - A shortcut for re-enabling order suggestions on the selected items in one step using the lock schedule screen.
- Upload Order - Opens the Order Upload Wizard, which allows you to upload a spreadsheet of items and quantities to order for a given vendor or vendor(s)
- Save New Session As... - Opens the dialog to save your session for Place Order Session Saving and Loading