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Order Entry

Order Entry​

From the DockMaster menu, select Inventory Management > Order Entry

Order Entry allows you to create quotes, orders, and invoice for the items ordered. There is capability to link e-commerce and shopping carts to the DockMaster module and push those orders down to Order Entry for processing and shipping to the customer. For information on connecting your website's shopping cart and e-commerce contact [email protected]

The fields listed below are based on the status and type of transaction. Some fields are editable and some are not.

  • Order Number - This field will contain the order number as is indexed from the OE file.
    • New orders are generated by pressing enter twice or clicking the New icon from the icon bar at the top of the form.
    • Previous order numbers can be entered directly into the field to open that order. Press F6 to list open Purchase Orders, F7 to list closed Purchase Orders, or F8 to list recent Purchase Orders.
  • Original Order - This field will contain the order number if the current order number was generated for back orders.
  • Type - This field has two options, Order and Quote. Order will be the default type when a new record is generated. You can click the drop down to change the type. Until invoiced the type can be changed as desired.
  • Clerk Id - This field contains clerk id that generated the transaction.
  • Ship to Customer - This field contains the Customer ID that the order will be shipped to. This will pre-populate the "Bill To Customer" field below while creating a new Order.
  • Bill to Customer - This field contains the Customer ID that the order will be billed to, and can be changed. This customer's Account Balance will be the one displayed to the right.
  • Tax Schema - This field will populate the tax schema based on hierarchy rules for taxing and can be overridden as desired until the order has been invoiced.
  • Resale # - This field will contain the Tax ID number located on the customer record’s tax tab if it is populated. The clerk can enter a number or override the default id as desired.
  • Closing Clerk - This mirrors the same functionality in Point of Sale and allows reporting by the clerk that closed the order. You can change it as desired until the order has been invoiced.
  • POS Id - This field is read only, and it contains the Point of Sale ticket id that is created when the order is invoiced.

Order [tab]

  • Order Date - Date the order was generated. When a new order is created it automatically populates the order date. It can be changed as desired.
  • Promise Date - This is the date the clerk promises to deliver the order by. It automatically defaults to the same date as the order date and can be changed as desired.
  • Shipping Method - This is a dropdown field for the shipping methods available.
  • Purchase Order - This field allows the clerk to enter a customer purchase order number.
  • Comments - This is a free form memo field that the user can type in comments about the order / quote etc. These comments are typically printed on the Invoice.

Ship To / Bill To [tab]

  • The Ship To and Bill To fields that contain the customer address and contact information can be maintain as needed for the current Order and Quote. Note: Changes made here do NOT update the customer records and are only used for labeling the quote and order paperwork.

Details Grid

  • Item Number – This column contains the item numbers for products that are being quoted or ordered. The grid accepts hand keyed or scanned item numbers, as well as \ searches. You can right click in the field to see additional function key options for selection.
    • Valid function key options for a new row are:
    • List F6
    • List bill codes F8
    • List kits F9
    • Inbound Freight F10
    • Outbound Freight F11
    • Non-Inventory F12
  • Description – This column contains the item number description; it cannot be maintained.
  • Order Qty – This column contains the quantity being ordered it can be updated until the order has been invoiced.
  • Ship Qty – This column contains the quantity of the item that is shipping on this order.
  • Back Order Qty – This column contains the quantity of the item that is being back ordered.
  • Lost Qty – This column contains the quantity of the item that is being recorded as a lost sale.
  • Price – This column contains the unit price of the item. The customer record’s price level, discount percent, and class code pricing hierarchy will be followed when populating the price. If there is no price for the item the column will contain $0.00 for the row.
  • Disc Amt – This column contains the line item discount given in dollars. If no discount is entered the column will contain $0.00 for the row.
  • Disc % - This column contains the line item discount percent given. If no discount is entered the column will contain 0.00% for the row
  • Extension – This column contains the extended price less any discounts given. (price x ship qty – discounts = extension) if the net result is 0 the column will contain $0.00 for the row.
  • Tax Schema – This column will contain the item's tax schema; it can be overridden by accessing the field and selecting a different schema.
  • Receive Method – This column contains a dropdown list for the receiving method when the item is back ordered.
  • Comments – This is a free form memo field that the user can type in comments about the line item. These comments are printed on the invoice in the detail section with the item.

Summary Fields

  • The summary fields display the line detail's quantity on hand, allocated, on order, and available. The bin location is also shown if there is one for the item. The order details are shown on the right side. Note with the exception of the Order discounts all fields here are inquiry only, and cannot be maintained.
  • Order Discount fields - These fields allow you to add an overall discount to the order.