Using the P&A line items

Step 1: Click on the P&A icon in the Homepage screen

If you are an agent, you will get the below screenshot.

If you are a Cooper User, you will get the below screenshot. You would need to enter the agent number.

Using the P&A line items

Step 2: Add the Customer. This field is optional.

Step 3: Enter the product for which you want to get the inventory. The click the 'Inventory' button.

You can also auto and manually configure the line items, similar to how you configure items in a project, quote or order. If you manually configure an item, you do not need to click ‘Inventory’ to get the price range. You will see the price as soon as you save and return to Flash from the configurator.

P&A Tools

	Function	Description
File	Save	Save the lines in P&A to a new order
	Exit	Exits from P&A screen.
Tools	ConvertQuote	Converts the line items in the P&A screen to a Quote.
	ConvertOrder	Converts the line items in the P&A screen to an Order.
	Inventory	Displays inventory for the line items.
Line	Insert Line	Inserts a new line.
	Configure a Line	User can manually configure a line.
	Product Search	Searches for a product
	Static Price History	Show Product Price History.
	Clear Lines	Clears all the lines in the P&A screen.

P&A Tool Bar Icons

	Converts P&A to an order
	Converts P&A to a quote.
	Saves the P&A screen as an order.
	Inserts a new line on the screen.
	Displays inventory for the line items.
	Takes use to the marketing information pages.
	Product Search
	Clears all lines from P&A screen