Send Option On A Line Item
| Document Version | v.3 |
|---|---|
| Document Last Updated | 2/27/2024 |
| Software Version Documented | v.9.9.2 |
Task/Problem Overview
This KB article is intended to describe how the Send option works. The option is designated as the letter S, and can be either checked or unchecked.
Placement Of Send Option
- You can change the placement of the Send option on your order grid. To do so, go to Settings >> Spreadsheet Admin. By choosing the S option, you can choose to show and freeze the column, and change the placement by using the left and right arrow buttons.
Send Option Checked
- By default, the send option is checked as you add items to a quote. When checked, this means that the customer definitely wants to purchase those items. Once the order is converted, the checked items will eventually be sent to an invoice as the order process moves along. You are not allowed to uncheck the send option once the order is converted.
Send Option Unchecked
- You can optionally uncheck the send option for specific items on a quote. When you do so, you are indicating that the customer no longer wants to purchase those items. This would need to be done prior to order conversion. Once the order is converted, any unchecked items will be crossed out, and will not appear on any printed documentation. The item will never be sent to an invoice but will remain visible as a line item for your records.
