Show TOC

Procedure documentationEntering an Order from an Order Guide

Procedure

When you choose the option to enter an order from a defined order guide, the order entry window displays items from the order guide according to the item sort order defined for the guide. You can specify a pickup date and enter item quantities as required. When all order items have been entered, you can print a picking list from the order.

You can use the search feature in the summary window to look for a specific order by searching on any of the following fields: Customer #, Customer Name, Status or Guide ID. You can then choose an existing order from the list of orders displayed in the window. You can also generate a new order entry or delete an existing one from the selection window.

To enter an order from an order guide:

  1. On the Main Menu, click File Maintenance.

  2. Click Customer.

  3. Click Order Entry.

  4. Once you have identified the required order guide, click New to add a new row to the list. The order items appear from the selected order guide sorted according to the item sort order established with the order guide.

  5. For each item appearing in the list, enter the amount ordered by the customer in the Quantity Ordered field. Continue entering the order until all items are entered.

  6. Click Complete to generate the order. Initially, the order will be assigned a status of pending. The order can still be modified in this state. You can also print a picking list and an order guide by clicking the appropriate options at the bottom of the window. When the order is converted into a Pending Transaction Sale, the status of the order will change to completed. At this point a completed order can no longer be altered, nor a picking list printed, but you will see an option to print a Pending Transaction Report. This report contains final pricing for the transaction including taxes and mix match discounts. The option to print an order guide will still be available.

  7. To exit the Order Entry Maintenance window, click Exit.