Troubleshooting: How to I resolve the issue of not being able to add an item to a purchasing document?
Issue: The item is active, but I am unable to add it to a purchasing document
Resolution: Confirm that the item is configured to be added to purchasing documents. Note: Other Details tab in the item editor is required to perform this task. If you cannot see the other details tab see your onsite admin.
- From the inventory Items Screen filter to the item in question and double click to open the item editor.
- On the left side of the item editor navigate to the Other Details Tab.
- Confirm that the item in question is has the This item can looked up and added to Pos, Receipts, Invoices, and Return to Vendors checked and/or the Block this item from being used in Transfers unchecked. Note: Items that you want to transfer need to have this box unchecked and must be available to both stores prior to performing the transfer
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