The ability to be able to “pull” products and quantities from one source into another has been added to ACR. This change applies to the following front ends:
* Invoicing
* Mail Order
* Point of Sale
* Domestic Ordering
When in any of the above front ends, users can either use ;PULL (in the Product ID field), or activate the menu Options > Pull Products from Source. This will bring up a “Pull Product Selection” screen. This new screen gives users the ability to find and select from any of the following sources (if configured to use):
* Invoice
* Invoice Quote
* Mail Order
* Mail Order Quote
* POS Invoice
* POS Quote
* Order
* Overseas Order
* Import File
Only sources you are configured to use will be available. Sources other than Import File will give users the ability to Find/Display/Select as if they are in the appropriate Maintenance screen.
Importing a file
After accessing the ;PULL function, if Import File is selected from the Source drop down list, an Import File screen will appear, asking the user to locate and load the file. The file must be in the following format:
- Tab delimited text file
- No header line
- 1st column must contain the valid Product ID
- 2nd column must contain the Quantity
Once the source record is selected, products and their quantities from the selected source record will be loaded into the front end. All other fields (such as price, discount, cost, etc) will load as normal for the appropriate front end.
The ;PULL function can be used more than once for the current entry. If the same Product exists from multiple source records, they will be added as separate lines in the front end.
Note: If loading the same file more than once, quantities will NOT be doubled.
For Example:
POS Invoice 1001 contains the following:
| Product | Qty |
| A | 3 |
| B | 3 |
POS Invoice 1002 contains the following:
| Product | Qty |
| A | 2 |
| B | 4 |
| C | 5 |
When in Invoice Entry, using ;PULL on a blank Invoice Entry screen to pull in Products from POS Invoice 1001 will result in the following lines:
| Line | Product | Order Qty |
| 1 | A | 3 |
| 2 | B | 3 |
Using ;PULL again to pull in Products from POS Invoice 1002 will result in the following lines:
| Line | Product | Order Qty |
| 1 | A | 3 |
| 2 | B | 3 |
| 3 | A | 2 |
| 4 | B | 4 |
| 5 | C | 5 |
;PULL Function in the Ordering System
This function works differently when used in the Ordering System. Compiled Items will NOT load into the order, however the included items and their quantities will. Some conditions apply when adding products in the ordering system:
- Products with multiple lines will combine into 1 line.
- Products that contain Order Multiples will calculate the order total after all lines have been added to the order.
For Example:
POS Invoice 1001 with the following:
| Product | Qty |
| A | 3 |
| B | 3 |
POS Invoice 1002 with the following:
| Product | Qty |
| A | 2 |
| B | 4 |
| C | 5 |
- Product A has Order Multiples of 24
- Product B has Order Multiples of 4
When in Ordering, using ;PULL on a blank Order Entry screen to pull in Products from POS Invoice 1001 will result in the following lines:
| Line | Product | Initial Qty | Order Qty |
| 1 | A | 3 | 24 |
| 2 | B | 3 | 4 |
Using ;PULL again to pull in Products from POS Invoice 1002 will result in the following lines:
| Line | Product | Initial Qty | Order Qty |
| 1 | A | 3 + 2 = 5 | 24 |
| 2 | B | 3 + 4 = 7 | 8 |
| 3 | C | 5 | 5 |