Orders
- Amanda Thomas
Customer Orders are used to key in requests for products to be ordered, shipped, and invoiced.
Pre-Requisites
Optional: Routes
Create New 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.
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.