Customer Specs act as a template for common customer orders. When a sales order is created, the template automatically loads so the user only needs to enter quantities. This allows users to quickly select items commonly ordered by a specific customer. This helps ensure the correct products are selected during order entry, such as an 88-count red apple instead of a 56-count apple.

Customer Specs can be configured at either the Customer level or the Customer Site level.

Viewing Customer Specs

To create or modify Customer Specs select SO → Specifications. Current specifications will show here.  To edit items or add items to an existing spec choose Edit.

Creating Customer Specs

To add a new specs for a customer choose Create Specification.  Enter the customer code and the customer site.  If no customer site is choosen, the specs will apply to every site within that customer's list

To add items select Add Row.  Search for the item, enter the correct Unit of Measure. To remove an existing item click Remove.

Be sure to click Save Changes when finished.

Entering an Order with Customer Specs

When creating a sales order for a customer with configured specs, the items defined in the specs will automatically appear on the order entry screen.

Enter quantities for the items the customer is ordering. Any items left with a quantity of 0 will automatically be removed when the order is saved.