Overview

Customer One Time Items functionality allows users to select items from a customer’s Item History tab to be remembered and automatically added to only the next new sales document for that customer. Items selected to be One Time Items will be forgotten if that customer card is closed.

Note: This process adds the selected items once, only to the customer’s next sales document. To add default items to every document for a particular customer, refer to Customer Default Items.

Setup

There is no additional security to add One Time Items to the customer card's Item History tab. You may ensure that you have access to the Item History Tab by enabling the following security setting.

Security: Customer Item History

Use

1. Select a customer and open the Customer Card
2. Open the Item History tab
   
3. Select the item(s) to be added to the customer’s next sales document
   1. SHIFT + Click: Select a group of items. This highlights all item from your previously selected row to your shift clicked row.
   2. CTRL + Click: Multi-select. This highlights a new row in addition to anything currently highlighted.
      
4. Click Add One Time Items
   
   
5. A notifcation will appear on the bottom right of your screen
   
   
6. Create a new sales document for the customer by selecting the document type from the customer card header

The new sales document will open and the selected line items will appear on the document: