This step-by-step guide describes how to create product lines on a transaction. A line item or product line is a quantity of a particular product to be sold, purchased, transferred, or returned for an agreed upon price. Line items are used to coordinate the sale, purchase, and/or movement of inventory between one or more suppliers/customers and Croptracker users.
Step-by-step guide
- Create a transaction. See Transactions for more information.
- Click the + Add Product button to add a new line item.
- Select a Product.
- Enter the Quantity.
- Optionally enter a Purchase Price. This is the base price for this line before adjustments are applied. See How to Create Transaction Adjustments for more information.
- Optionally enter Notes for this line.
- The line is automatically saved when modified. If the line is high-lighted in yellow try to click away from the line to trigger a save.
- Add additional lines as necessary.
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