Troubleshooting: How to I resolve the issue of not being able to add an item to a purchasing document?

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. 



  1. From the inventory Items Screen filter to the item in question and double click to open the item editor. 


  1. On the left side of the item editor navigate to the Other Details Tab. 


  1. 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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