Order Entry Guide - Create Quotes and Orders part 2 of 5
Create Quotes and Orders - Order Entry part 2 of 5
Quotes and or Orders can be created and completed immediately or saved for completion at a later
time. You do not have to create a quote first when creating an order. Invoices can be generated for
completion in POS or billed directly to the customer's AR schedule account and payment can be
taken at time of invoicing or later through POS or cash receipts.
Create a quote
1. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location to create the quote in.
2. When the form opens press enter twice to start a new transaction.
3. Change the type to quote.
4. Accept the clerk id or change it.
5. Select a Ship to Customer by typing in their id or \ searching for the customer.
6. Accept or change the Bill to Customer.
7. The tax schema and resale id will automatically populate based on the location
parameters and the customer's taxable status.
8. If applicable change the order and promise dates, assign a shipping method and purchase
order number. Comments can be added if desired.
9. Add items to the quote in the tape grid.
i The order, ship, back order, and lost quantity columns will update automatically
based on available quantity. For instance if a order quantity of 10 is added and
the available quantity is 5 the ship and back order quantity’s will update to 5
each. If the customer does not want to back order the 5 that are not available
then changing it to 0 will update the lost sale column to 5. This allows you to
track lost sales. the same applies if the customer ordered 10 and none are
shipped or back ordered.
ii Zero quantity rows can be entered as well if desired.
iii Apply any discounts, tax schema, and detail line comments. Note that detail line
comments will print on the layout beneath item.
iv Add any overall order discounts.
10. Save and print the quote if desired.
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Create an Order
1. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location to create the order in.
2. When the form opens press enter twice to start a new transaction.
3. Accept the clerk id or change it.
4. Select a Ship to Customer by typing in their id or \ searching for the customer.
5. Accept or change the Bill to Customer.
6. The tax schema and resale id will automatically populate based on the location
parameters and the customer's taxable status.
7. If applicable change the order and promise dates, assign a shipping method and purchase
order number. Comments can be added if desired.
8. Add items to the order in the tape grid.
i The order, ship, back order, and lost quantity columns will update automatically
based on available quantity. For instance if a order quantity of 10 is added and
the available quantity is 5 the ship and back order quantity’s will update to 5
each. If the customer does not want to back order the 5 that are not available
then changing it to 0 will update the lost sale column to 5. This allows you to
track lost sales. the same applies if the customer ordered 10 and none are
shipped or back ordered.
ii Zero quantity rows can be entered as well if desired.
iii Apply any discounts, tax schema, and detail line comments. Note that detail line
comments will print on the layout beneath item.
iv Add any overall order discounts.
9. Save and print the order if desired.
_______________________________________________________________________________
Create an Order from a Quote
1. Starting from Inventory Management, select Order Entry if your account is multi-location
select the location to create the order in.
2. When the form opens type in the quote id if known or select F6 to list open, or F8 to list
recent. Note "List Recent F8" will list all order and quotes that were maintained recently.
3. Change the type by selecting order from the dropdown.
4. Maintain any other information on the order as needed.
5. Print a pick list if needed.
6. Save the order or invoice it if ready.
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see Pt 1 - OE - Introduction
see Pt 3 - OE - Billing Orders
see Pt 4 - OE - Closing Orders
see Pt 5 - OE - Maintain Back Order
**If at any point you run into any issues, feel free to email [email protected] for assistance.**