Searching for Stock items by Description when adding a Tender.
Overview
When you prepare a Tender in the Lentune Quoting module, and you are searching for Stock items, they may be known by your Suppliers' codes which may not be familiar to you. Here, you can search for Stock items by the Stock Item Description as well as by the Stock Code.
Search for Stock Items
- Start at Quoting > Tenders and select the Tender you are working on or add a New Tender.
To add a new Tender:
- Click Add Tender.
- Select the Client (Receivable account).
- Select the Contact Person.
- Select the Project.
- Click Save.
This takes you to the screen to add Stock items. You will be on the Details tab.
To search for a Stock item:
- Start typing the description, and all items with that word or letters in it will display in the list below for you to select from.
- Select the Stock item you want.
- Click Save.
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