Overview
Many QBM workflows use smaller support dialogs instead of putting every detail directly on the main screen.
Where To Find It
Path: Transaction line-entry popups
Use these dialogs when a line-entry screen opens a focused popup to confirm price, tax, quantity, or unit details.
How It Works
QBM opens focused dialogs for price, tax, units, and quantity decisions so the user can confirm a specific line-entry detail without cluttering the main form.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Pricing and tax review | Supports price and tax confirmation for a line item. | Use it when the item needs extra price or tax review before saving. |
| Quantity and units review | Supports quantity and unit confirmation in a focused popup. | Use it when the main screen needs a cleaner, more guided entry step. |
| Transaction support | Keeps the main screen simpler while still allowing detail control. | Use it when line-level precision matters. |
Recommended Workflow
- Open the transaction and move to the line that requires extra detail.
- Use the popup to confirm the price, tax, quantity, or unit decision.
- Return to the main screen and review the updated line before completing the document.
Best Practice
- Treat support dialogs as part of the real transaction, not as optional extras.
- Review the updated line after closing the popup.
- Use them consistently so users do not bypass important details.