Method Community

Hi

Is there a way to limit the items which are displayed when creating a sales order.  A lot of our items are parts which we assembly the finished goods from and as such would never need adding to an order.

Thanks

Rick

Hey Rick,

Can you clarify where you are trying to limit these items? Are you trying to limit them from appearing in the item list when you add items to a sales order? If so, you are able to customize the item drop down filter to hide items by item name, item type or any other field name in the items table. Item type would be ideal if all of your items are categorized properly because the filter would mostly be automatic. You can set the filter by going to the Grid > step 2 > Item > Advanced > Filters

-- Loi