Edit Order Quick List

Step 1: Access Customer List

• Open the Order Quick List page

• View the list of all customers with their details:

  • Region

  • Category

  • Customer Number

  • Customer Name

  • Status

  • Ship Site

  • Ship Department

  • City/Zip

Step 2: Edit Customer Quick List

• Locate or Search the desired customer in the list

• Click the "Quick" button next to their entry

• System will display the Order Quick List - Edit screen for that customer

Step 3: Add Products

• Find the "Add Product" search box at the top of the page

• Search for the desired product

• Optional: Enter a specific Ship To Dept for the item

• Click "Add" to include the product in the quick list

Step 4: Manage Existing Products

The quick list shows each product with:

• Sort order

• Product code

• Description

• UOM (Unit of Measure)

• Pack Size

• Ship To Dept

• Last Order date

To modify:

• Click "Edit" to change the Ship To Dept for any product

• Select individual items and click "Delete" to remove them

• Use "Delete All Items" button to clear the entire quick list

• Use "Select ALL" checkbox to select all items at once

Step 5: Ship Site Remarks

• Enter any internal notes in the Ship Site Remark field

• Click "Save" to store the remarks

Step 6: Exit

• Click "Close" button to save changes and exit the quick list editor