order entry order entry system o/e daily processing menu order entry
TRANSCRIPT
ORDER ENTRY
ORDER ENTRY SYSTEM
O/E DAILY PROCESSING MENU
ORDER ENTRY
ORDER ENTRY – Find Order
Step 1:
Enter Customer number or phone number F-8 to accept OR Enter Customer name F-8 to accept -Browse Customer Screen -Highlight correct customer
F8 to accept
ORDER ENTRY
Step 2: Summary Screen
Shipping Direct to Customer (Drop Ship)? Change Customer name/address
Enter Customer Purchase Order #
Enter VIA Code if other than Ground UPS
Verify Term Code (Payment Type)
Ship Complete? Check box in Freight/Pick Information
F-8 OK
Ctrl l – to enter items
ORDER ENTRY – Item Entry
Step 3: Enter Items
F-2 NEW
Parts Info
Step 4: ORDER ENTRY
Parts Info
Enter Part # (if Part # does not exist refer to CREATE NEW ITEM)
ORDER ENTRY
Step 4 – Parts Info Screen
IF:
Warranty Info screen appears
Click OK
ORDER ENTRY
Step 4 – Parts Info Screen
Change Warehouse Code, if needed
Enter Quantity
Check Hold Price (if applicable)
Drop Ship? Check in Vendor Information (purchase code will change to Purchase Order
Single Item Oder – F-8 OK
Multiple Item Order – F-10 OK & ADD
Repeat process to add additional items
– F-8 OK after entering last item
Prepaid Order (check or credit card)? Enter Info on Payments & Totals Screen
ORDER ENTRY
Summary Screen
Item Screen
Step 5: Post
Order can be posted from Item Screen or Summary Screen
ORDER ENTRY – Fax Purchase Order
PURCHASE ORDER CREATED? After Order is posted Fax PO screen will appear
FAX PO? Click on Print PO F-8- OK to accept
Email PO? Click on Print PO
F-8 OK to accept
Verify Purchase Order Before Fax or Email? Click on Modify PO
F-8-OK to accept -
Order Entry – Output Screen
Fax PO? Check: To Fax
F-8 OK
Send Fax screen
Fill in To: (Parts Dept)
Subject: (PO #)
Click: Send Fax Icon
Order Entry – Output Screen
Email PO? Check: To Client
F-8 to accept
Send Email Screen:
Fill in: Vendor email
Subject: (PO #)
Click: Send Mail Icon
Order Entry – Purchase Order
Verify Purchase Order Before Fax or Email?
Click on Modify PO
Purchase Order Screen – verify information
F 11 – Send To
Fax or Email PO as listed in previous steps
Purchase Order Screen – verify information
F 11 – Send To
Fax or Email PO as listed in previous steps
Order Entry
Purchase Order Faxed or Emailed
F-8 to close screen