Set up product buy lines

Use Buy Lines to group products for purchasing from your vendors.

Create, edit, and delete Buy Lines from File>Product>Buy Line, and then assign a Buy Line to a product on the Main tab of the Setup page Product Master. These procedures are all described below.

You can also group more specific buy lines together under a Major Buy Line. See Work with major buy lines.

To create a new buy line

1. Go to File > Product > Buy Line.
2. Click New.

   

3. In the Buy Line box, using up to 10 characters, type a brief description of the buy line, and then press the Tab key.
4. In the Description box, type up to 30 characters of a more user friendly description.
5. In the Major Buy Line box, type or click and choose the buy line under which you want to group this and other related buy lines.
6. Drop down the Buyers & Departments list and select the check boxes beside those users or departments who are permitted to order products in this buy line.

   

7. Click Save.

To assign a product to a buy line

1. Go to File > Product > Master.
2. In the Product box, type or search for the Product to which you want to a assign a Buy Line.
3. Click Edit.

   

4. In the Buy Line box, click and then choose the buy line to which the product belongs.
5. Click Save.

To update an existing buy line

1. Go to File > Product > Buy Line.
2. In the Buy Line box, either type or click and choose the buy line you want to modify.

   

3. Click Edit.
4. You can edit the Description, Major Buy Line, or Buyers & Departments, as described above.
5. Click Save.

To delete a buy line

1. Edit a buy line as described above.

   

2. Click Delete.
3. On the Confirmation message that appears, click OK.

To view available buy lines

1. Go to File > Product > Buy Line.
2. Click Report.

   

3. On the Field Selection pop-up that appears, you can choose which fields appear. Drag the fields into the Print Order area, and then click OK.
4. On the Print Document pop-up, click View.