You’ll assemble all the Inventory Items, Fees, Taxes, and/or Discounts for Orders within the “Line Items” tab.
Head to the applicable Order or create a new one.
Click the “Line Items” tab.
Click the green “Edit Order” button.
The column on the left will display your Item Categories and Inventory Items.
You can either search for Items by Category or by All Items. To search by Category, click on one of your Categories and then scroll through the Items in the bottom half of the column, or type the Item Name into the search bar. To search through all of your Inventory, you can click on “All Items” at the top of the column and then type the name of your Item in the search bar.
To the right of the Item name, you’ll see the available quantity based on the Off-the-Shelf and Restock Times of the Order and the total quantity you own.
For example, you could search “Greensboro Sofa” and see that you have 15 available sofas out of the total 20 you own (15/20).
If you ever want to know why some, or all, of an Item’s quantity is unavailable, you can right-click the Item and choose “Display Item Usage” to see the Item Usage Quick Display. This will show you where the Item is during this Order’s Off-the-Shelf and Restock Times.
Hover your cursor over the Item image thumbnail to the left of the Item Name to see a bigger view of the image.
Once you’ve found the Item you’re looking for, simply drag and drop it onto the Line Items table.
The quantity field will open automatically. Enter the quantity of this Item you would like to add to your Order. You can click your “Enter” key or click out of the field to add the total quantity available.
Edit the Line Item Note, Quantity, Unit Price, Line Item Price, and Adjusted Line Item Price by double-clicking into the relevant field.
If you only-ever-always collect one Sales Tax Rate, and you’ve already set that up in your Account Settings, you’re good to go tax wise.
For those of you who collect varying Sales Tax Rates, you’ll also need to add that to your Order. Find the right Sales Tax Item and drag & drop it onto your Line Items list. You can only have one Sales Tax Item on any given Order. Dragging & Dropping a new Sales Tax Rate will automatically replace any others already on your Order.
Drag and drop Items to rearrange them.
This is important when it comes to Discounts, Fees, and Conceptual Items that are a percentage but not a tax. Percentage Conceptual Items will only apply to Line Items above them on the Order.
RW will automatically adjust the Sales Tax and subtotal of your Order at the bottom of the Line Items tab.
Once you’re finished editing your Line Items, be sure to click the green “Save Order” button.
Also check out our Support Articles on Removing a Line Item and Default Line Item Notes.