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  1. Customers
  2. Items
  3. Terms
  4. Inventory Locations
  5. Optional: Routes
  6. Optional: Add Catch Weight tab to Order Entry Screen

Step-by-step guide

  1. Access the Orders module.

  2. Click Customer Order.
    You are automatically placed into a "Create New Order" mode.

  3. Specify a Customer #.

  4. Specify a Ship-To.

  5. Specify any optional header fields such as PO #, Order Date, Ship Date, Delivery Date, Route # & Stop, etc...

  6. Click within the Order Lines grid to load the Customer's default Template.

  7. Specify an Item #.

  8. Specify a Units quantity.

  9. Specify a Unit Price.

  10. Blank lines will automatically appear at the bottom of the grid when inserting a line. If desired, add any additional Item lines to the Order.

  11. Click the Save button in the ribbon bar.

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Info

When saving, if all required fields have been completed, the Order # field will be populated with Division Code - Order #. If not, please check the screen and different tabs for incomplete fields. Most commonly if Routing is enabled, the Route # and Stop need to be populated. 


Video
Multimedia
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height600