Can you auto-populate an order with certain items?


Is it possible to auto-populate certain items on an order automatically, if a certain document alias is selected?


At the moment, it is not possible to auto-populate the document with items based on the document alias, as it would need to populate the customer code initially before adding the item, as well as to take into account a possible customer level special pricing that may need to be applied.

A possibility is to create an add-in that when executed it would populate the documents for the items needed based on document alias.

Please visit our "Add-Ins Developers Guide" section in the knowledge base, or the "Everest Add-Ins" article to get more information about Everest Add-ins


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