Paste from Customer or Product List

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To use this feature, select EDIT and PASTE FROM CUSTOMER OR PRODUCT LIST from the Menu Bar on top of the screen.  You can also access it by pressing Ctrl+L or clicking the right mouse button and choosing it from the Speed Menu.

Which list appears varies depending on where the cursor is placed:

1. When using this feature, if the cursor is in the Customer # blank, a pop-up list of the Customer Database (customers and their assigned numbers) will appear. (In addition to the method described above, double clicking in the Customer Number blank will also bring up the list of customers.) The customer number pop-up list has a variety of feature to help locate customers.  Form more information see: Customer Number Pop-up List.

In addition to CTRL+L, you can also click on the "L" (List) button at the top of the Main Invoice Screen beside the Customer # field. Click on it and a list of your customers in the Customer Database appears.

In addition to CTRL+L, you can also click on the "L" (List) button at the top of the Main Invoice Screen beside the Customer # field. Click on it and a list of your customers in the Customer Database appears.

2. If the cursor is in the Billing Name blank, a pop-up list of all past customers will appear. (Double clicking in the Billing Name blank will also bring up the list of customers.)  The customer pop-up list has a variety of features to help locate customers.  For more information: Customer Pop-up List

In addition to using CTRL+L, you can also click on the "L" (List) button beside BILL TO field. A list of all customers found on your invoices (as opposed to customers listed in the Customer Database) appears.

In addition to using CTRL+L, you can also click on the "L" (List) button beside BILL TO field. A list of all customers found on your invoices (as opposed to customers listed in the Customer Database) appears.

3. If the cursor is in a row in the Item Area (the place where products quantities, catalog numbers and products are entered), a pop-up list of all products and catalog numbers will appear. (Placing your cursor on the desired row and double click in the unused, dark gray area in the Item Area will also bring up the pop-up list.)    For more information: Product Pop-up List.

In addition to CTRL+L, you can also click on the "Add" or "Place" button just above the Item Area on the Main Invoice Screen. If you click "Add," a new row in the Item Area is created and the Product Pop-up List appears. If you click "Place" the cursor stays on the current row and the Product Pop-up List appears. Use "Place" when you want to overwrite an existing product with a new one.

In addition to CTRL+L, you can also click on the "Add" or "Place" button just above the Item Area on the Main Invoice Screen. If you click "Add," a new row in the Item Area is created and the Product Pop-up List appears. If you click "Place" the cursor stays on the current row and the Product Pop-up List appears. Use "Place" when you want to overwrite an existing product with a new one.

4. You can also trigger lists by placing your cursor in the following and pressing CTRL+L: "Ship Via," "Net Days," "Taxable," and "Tracking Number" (Level 6 and higher).  If the cursor is in any other location on the Invoice Screen, no list will appear.

Once the pop-up list comes up, you can select the appropriate customer or product.  Press OK (or ENTER on the keyboard) and the information will be pasted on the invoice form.  The Paste List feature saves you time typing in the information, and it assures that the information is entered accurately each time you make an entry.