Welcome to the New BusinessPLUS

Ordering system

The Basics

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Created byTeresa Zinkgraf

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Desk Top Icon

Home Page

Click on the All tab

You’ll get a variation of this menu

Click on SI Stores Inventory

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Click on OE-Ordering Processing

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Click on UB-Create/Update Orders

This is what you’ll see

you can click on this tab to close.

Click on the Green Plus sign or use the Ctrl and F key, on your keyboard, to open a New Order .

Click on the pull down menu of Order ID

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Click on the top line Auto [SIORDERN] for your new Order Number

Enter Description. This can be whatever you want. My Stuff, Hands Off it’s Mine or simply: Office/Custodian/Café/PE/Art Supplies

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Next enter your location in the Customer ID box

And

Where you want this order to go in the designated site

(End Use).

Press Enter on your keyboard

Unfortunately, at this time, tabbing will only drive you crazy, as the program tabs to each data space on the screen. So, use your mouse to go to these areas.

And….

You’ll get this.

You don’t want this.

So click here (Options Box)And click on Show Grid

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You’ll get this; a nice, familiar grid.(it may be you’ll get the grid automatically)

Some of you might want this menu list of all orders from your location.

However, if you don’t want it, click on this tab and it disappears

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Make sure the 0 is highlighted before entry.

From this point, it’s business as usual.Click the Green Plus button on the BOTTOM of the screen to begin entry.

OR double click in the Quantity Ordered Box

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Enter the account number

Enter the Quantity

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Enter the Stock Number

Notice your account number automatically fills. If you need a different account number you can enter it as before.

Continue in this way until you’ve completed your order. Press Enter and Close out the window.

Voila, like magic it is fini.

Pressing the enter button will make the next line appear.The yellow bar across the top will let you know you were successful or

It can give you other messages

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This doesn’t exist in the warehouse. Try a different number.

Stock is low in the warehouse; this message takes into consideration all outstanding orders. Press enter again and it will accept your request.

This item has been locked. We don’t have any or possible other issues.If you see this message and note there are Quantities Available, give us a call.

What are these other messages?

But, what if you don’t remember if you’ve put something on your order?

What if you want to remove something?

What if you don’t really want 40 cases of juice, but only 4?

What if…..?

Never fear, the answer is here.

Repeat steps 1 & 2.

Then instead of clicking on the New Icon , go to the right and click on the Find Icon.

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Now click on Find/Search or you can press Ctrl F on the keyboard.

Enter you order number in the Order ID box.Press Enter

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Click on the blue tab to the left.

This will open a list of all orders from your location.

Find your order number and click.

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If your List doesn’t show the NW (new) orders first,here’s what you do.

From the Main screen, click on the Options box.

Click on Sort Order and choose SPS-By Order Status (Desc), Id (Desc)

That should do it. Now your orders will show in descending order

Now click on the Items tab

To add an item, click in the Quantity Ordered box. Make sure this line is highlighted, as it auto defaults to the Description. You’ll have to enter

your account number.

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To change an amount or item, choose the line and click in the amount or product ID you want to change. Remember, it defaults to Description so make sure the box is highlight

before entering.

Press enter when you’re done.18

If you want to totally delete a line, highlight the line you want to delete

Click on the Options box at the bottom of theScreen.Click on Delete Record and Yes on the pop-up prompt.

Make sure you use the options at the bottom of the page and not at the top.If you delete from the top of the page you’ll lose your entire order.

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There are more fun things this program can do.

It can sort your order by item number.

You can look up a product by using the pull down menu in the Product ID box.

You can arrange, in the grid screen, the Tab order for ease of entry.

It has the same CDD reports as Classic IFAS

There are lots of Keyboard Commands.

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KEYBOARD COMMANDS

CTRL +A Add new order

CTRL +T New order number

CTRL +G Toggles grid mode

Tab Move easily from field to field

CTRL +F Toggles Find mode

F5 IS YOUR BEST FRIEND (after Teresa) it cleans up your list on the contents page or clears a mess on the ordering page.

As I’ve said before, it puts your order or list to bed. Puts all the mess in the closet. Don’t be afraid to say YES to leaving the page without saving changes.

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REPORTS

Click on Reports

Then on School Reports

Then on General Fund

THE WAREHOUSE STOCK CATALOG

THEN CLICK ON SUBMIT 23

On the top line you can enter the product you are Looking for. Make it as short as possible. For example

*BOOK*, not BOOKS, NOTEBOOK, or COMP BOOK.

The * aids in your search, use it.

On the bottom line you can search by Product ID.

Enter the first number and letter followed by an *.For example 1B*, for book, binder, battery…

Click on the SI: On-Line Warehouse Stock Catalog

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The dark arrow takes you to the next page.

TO PRINT

Click on the Options Box

…and then click on print to print the report.

OR

You can export to Excel or PDF.

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FIND YOUR OTHER REPORTS FROM THIS SAME LIST

MY SI ORDERS OR

ORDERS BY LOCATION