Item Structure in the Quick Add Area

Your administrator can integrate a tree displaying the hierarchical item structure in the generic quick add area for items (e.g. for offer items). You can then select items directly from within the tree. All child items in the item structure are displayed in the quick add area. The selected item can also be displayed, if configured accordingly.

For information on the configuration, refer to HierarchicalSerialEntry in the Aurea CRM web Administrator Guide.

If you open the quick add area, the tree view is displayed on the left, and the quick add area on the right displays all items, including those not in the item structure, >> Quick Add. All items continue to be listed in the quick add area until an item is selected from the tree.

• Click on or in the tree to show/hide items (nodes).
• Click on an item in the tree to display only those items below the selected item in the tree in the quick add area.
  Note: By default, the selected item is not displayed in the quick add area on the right. Your administrator can however determine that the selected item (node) is displayed (as in the mountain bike example).By default, the tree only displays structure nodes (e.g. "Gearshift (MB)") and not individual items (e.g. "Gearshift LX"). Your administrator can however determine that items are also displayed in the tree, as in the example.Your administrator can define the order in which items are sorted in the tree (e.g. in ascending or descending alphabetical order).
• Search criteria and filters (e.g. All) are applied to the selected item and child items displayed in the list.

  For example, enter all or a portion of an item’s number in the Item field to restrict the display to only those items with a matching number. For example, if you select the Mountain Bike node in the tree and enter "*04*", only items c204-1, c204-11, c204-12 and c204-13 are displayed in the list.

  Note: Click on the Overview filter button to remove the current selection from the tree and display those items in your shopping cart. Clicking on the Last Entries filter button also removes the current selection from the tree. If the Overview or Last Entries filters are enabled and you click on an item in the tree, the All filter is automatically applied.
• Click on Deselect to clear the selection in the item tree. Filters and search criteria apply to the display of all items in the quick add area, irrespective of whether they are in the item structure or not.
• Drag the separator between the tree and quick add area to change the width of the tree.