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Show/Hide Items, Warehouses, and Business Partners within the Mobile Sales App

You, the user, can control which items and customers show in the Sales App.  In order to interact with Customers and Items in the app, updates to your Item and Business Partner Master Data is required.  Updating Master Data will allow you to show or hide individual Items, inventory by Warehouse, and Business Partners.

A PDF of these instructions can be found here: Show-Hide Items, Warehouses and Business Partners within the Mobile Sales App.pdf

Quick Links

Show/Hide Items

Show/Hide Business Partners

Show/Hide Inventory by Warehouse

Show/Hide Items

  • Open an Item Master Data file for a Finished Goods item
    • MODULES > INVENTORY > INVENTORY MASTER DATA
  • Open the User Defined Fields side window
    • Ctrl+shift+u
  • In the Show in Sales App field, select YES from the drop-down
  • Click UPDATE

 mceclip0.png

Show/Hide Business Partners

  • Open a Business Partner Master Data file for a Customer
    • MODULES > BUSINESS PARTNERS > BUSINESS PARTNER MASTER DATA
  • In the Sales Employee field, choose the appropriate Sales Employee from the drop-down menu
  • Open the User Defined Fields side window
    • Ctrl+shift+u
  • In the Show in Sales App field, selected YES from the drop-down
  • Note the Sales Employee field
    • Leaving this field blank will allow all Sales App users to see and interact with this Customer in the app.
  • Choosing a Sales Employee from the drop-down menu will allow only that user to see and interact with the Customer in the app.
  • Click UPDATE

 mceclip1.png

Show/Hide Inventory by Warehouse

  • Open a warehouse
    • ADMINISTRATION > SETUP > INVENTORY > WAREHOUSES
  • Open the User Defined Fields side window
    • Ctrl+shift+u
  • In the Show in Sales App field, selected YES from the drop-down
  • Click UPDATE

 mceclip2.png

 

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