Auto Added Lines

Creating an Auto Added Line

Auto added lines is used to automatically add lines to orders, depending on the criteria you specify. You may want to create an auto added line for delivery charges.

Example

You want a delivery charge to be added to an order when:

• The Delivery method is Pick Wrap and Deliver
• The order is supplied by a specific trader
• The order value is less than a certain value.

 

Auto added lines can also be used to create discount voucher codes that customers using HorizonWeb can add to their basket.

1. On the Set-up menu, click Auto Added Lines.
2. In the toolbar, click Add. A blank line is added to the list.
3. Complete the following boxes:
• Index – Always required – Set a unique one character label for your auto added line.
• Name – Always required – Name of your auto added line.
• Confirm
  •  If selected, users confirm before the line is added.
  • If cleared, the line is automatically added when the entry is closed, or for a supplier, the sales order is shopped or back-to-backed.
• Add if value – the item will add when an order is greater or less than the entered value.
• Specific source – item is only added if the order's source is that selected. If blank, the line is added for any source.
• HorizonWeb voucher – the auto added line will be added if a shopper types the code into a box in HorizonWeb's cart. Type a unique code for each voucher.
  • Apply once – when selected, voucher is limited to one per trader.
• Delivery method – item is only added if the order has the selected delivery method. When using free items choices, this list must be clear.
• %Goods – Will set the price of the auto added line to the percentage of the goods entered.
• Item Code – The code of the item to be added to the order.
• Trader code – If selected, the line will only be added if the order is for that trader.
• Add to source – The option works in conjunction with Applies to trader type, when Specific trader or Trader group is selected. it is used to make sure the cost of a line is included on the purchase order and the sales order. These costs affect your profit figures.
  
• Applies to trader type – The trader type to which the line can be added.
• Trader group – The option works in conjunction with Applies to trader type. Item will only be added if the trader has been allocated (Trader group), or is not allocated (All but group) to the specified trader group.
• Time option – The line will be added before the specified time, or after the specified time.
4. Click Confirm.

Deleting Auto Added Lines

1. On the Set-up menu, click Auto Added Lines.
2. From the list, select the auto added line you want to delete.
3. Press the Delete key on your keyboard.
4. Click Yes to confirm.

See Also