Ways to add items to a master order

There are various ways that you can add items to a master order. See details about each below.

1. Navigate to Sales, then Master Order.
2. Find your existing order or create a new master order.
3. Click Add Items and select one of the following options:
   1. Add Items to Order: Most common, this method adds items from your inventory to the order.
      1. Choose Add items to Order.
      2. Toggle to "Show All” inventory items or just those “On Availability”.
      3. Search for items to add using the search bars provided.
      4. Click into the Enter Qty column for the item and write the quantity to add to the order.
      5. Hit Enter to move those items onto the master order.
   2. Enter by Product ID or Copy/Paste Import: This method allows you to add items using Product ID entry or importing an item list from Excel.
      1. Choose Enter by Product ID or Copy/Paste Import.
      2. In the “Add Items” tab you can quickly enter Product ID numbers and Quantity amounts, then clicking Add after each entry.
      3. In the “Paste Data” Tab you can copy and paste a list of items to add from an Excel sheet that has matching columns. Only include data, no headers, and use “Paste as plain text”. Get a walkthrough of using the Copy/Paste Import tool
      4. Click on Parse Pasted Data.
      5. Click Add to Order when complete and review the items on the order to be sure the items were added successfully.