Customer Orders are used to key in requests for products to be ordered, shipped, and invoiced.
| Table of Contents |
|---|
Pre-Requisites
- Customers
- Items
- Terms
- Inventory Locations
- Optional: Routes
- Optional: Add Catch Weight tab to Order Entry Screen
...
Create Customer Orders
- Access the Orders module.
- Click Customer Order.
You are automatically placed into a "Create New Order" mode. - Specify a Customer #.
- Specify a Ship-To.
- Specify any optional header fields such as PO #, Order Date, Ship Date, Delivery Date, Route # & Stop, etc...
- Click within the Order Lines grid to load the Customer's default Template.
- Specify an Item #.
- Specify a Units quantity.
- Specify a Unit Price.
- 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.
- Click the Save button in the ribbon bar.
...
| 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. |
...
Miscellaneous Charges
Customer Order Reports
The following reports can be accessed from the customer order form screen.