Difference between revisions of "Order Entry"
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| '''Cust Credit''' || Display only field that shows whether or not the customer has a credit with your organization | | '''Cust Credit''' || Display only field that shows whether or not the customer has a credit with your organization | ||
|- | |- | ||
− | | '''Name/Address''' || | + | | '''Name/Address''' || This field displays the name/address information of the Bill to customer |
|- | |- | ||
− | | '''Payment''' || | + | | '''Payment Method''' || Click the drop down arrow to select the billing method to be used |
|- | |- | ||
− | | '''Tax exempt''' || | + | | '''Tax exempt''' || If this customer is tax exempt, select the box |
|- | |- | ||
− | | '''Tax exempt #''' || | + | | '''Tax exempt #''' || Enter the tax exempt # for the customer |
|- | |- | ||
− | | '''Fees''' || | + | | '''Fees''' || If any fees are being applied to the order, they will display here |
|} | |} | ||
+ | |||
+ | |||
+ | When you have finished entering the information, click the Save button in the lower left corner of the screen or on the toolbar. | ||
====Payments tab==== | ====Payments tab==== | ||
+ | |||
+ | |||
Revision as of 13:20, 24 October 2012
Contents
Overview of AR15
The Order Entry program is used for entering orders and consignment requests received from customers. Orders and consignments are created in batches, and each batch is associated with a user. The size of the batch is client specific. Orders and consignments can be edited and viewed after being entered.
- From the DDI Connect main menu, double-click Order Entry
- Double-click Order Entry. You will see this screen:
In order to create a new order, you must first create a batch. Click the New button on the toolbar. You will see this screen:
The only field available on this screen is the Description field. Enter a brief description of the batch, and click OK. You will now see this screen:
To add a new order to the batch, click New on the toolbar. You will have three menu options:
New Order
If you select New order from the menu, you will see this screen:
There are multiple tabs on this screen.
Order Setup tab
The following fields are available on the Order Setup tab:
Field | Description |
---|---|
Order # | The order number will automatically default to the next available order in the system. You can override this order number if desired |
Order amount | The order amount field is a display only field that will automatically update as line items are added to the order and the order is saved |
Status | The Status field is a display only field that will automatically update as the order is moved through the system |
Cust balance | The Customer Balance field is a display only field that is automatically populated with any outstanding balances that the customer may have with your organization |
Order balance | The order balance is a display only field that updates based on payments made against the order |
Created by | The Created by field is a display only field that displays the user id, date and time that the order was entered |
Cust credit | The customer credit field is a display only field that displays any credit balance that the customer has with your organization |
Customer # | Enter the customer number for whom you are entering the order. You can click the list icon to launch the Name/Address Inquiry, click the Add icon to add a new customer, or click the Edit button to edit the selected customer record |
Ordered by | Enter the name of the individual placing the order |
Required by | Enter the date that the order is required to be received by the customer. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date |
Urgent order | If the order is urgent, select this box |
Terms | The terms field will automatically populate based on the terms specified in the customer's record. You can change the terms by typing the new code or by clicking the list icon to select from a list of active term codes in the system |
Region filled | If this order is to be filled at the region level, select this option |
Event # | If this order is the result of an event, you can key in the Event number here, or click the Search icon to launch the Event Inquiry screen |
Sources | If you wish to track the source(s) of an order, you can do so in this field. Type the code or codes, separated by commas, or click the list icon to select from a list of active source codes in the system |
Ship to | The Ship to information will automatically populate based on the customer number entered above. You can change the customer ID if the order should ship elsewhere. You can also click the list icon to launch the Name/Address Inquiry screen, click the Add button to add a new customer, click the Edit button to edit the current constituent or click the Envelope icon to select a different shipping address for the current constituent |
Carrier | Type the carrier code for the shipment or click the list icon to select from a list of active carriers configured in the system |
Name | The name will default to the contact name on the customer record. You can override the name if desired |
Service | Type the service code to be used for shipping or click the list icon to select from a list of active carrier services configured in the system |
Address | The shipping address will populate based on the Ship to ID you selected. You can override this address if desired |
Residential | If the Ship to address is residential, select this box |
Allow partial shipment | If partial shipment of the order is allowed, select this option. This would be a factor in instances where your available inventory does not allow you to ship the entire amount. If partial shipments are allowed, the system will ship what is available, and ship the remainder when it becomes available |
Insured | If the shipment should be insured, select this option |
Shipping charges | Click the drop down arrow to select how the shipping charges should be billed |
ZIP | The ZIP code of the ship to address. You can override if desired |
Memo | If you wish, you can enter a brief memo in this field |
City | The city will default based on the ZIP associated with the ship to address. You can override if desired |
ST | The state will default based on the ZIP associated with the ship to address. You can override if desired |
Country | If desired, enter the country associated with the ship to address |
Phone | If desired, enter the phone number associated with the ship to address |
County | The county will default based on the ship to address. You can change this by typing the new county code or clicking the list icon to select from a list of active counties in the system |
When you have finished entering the information on this screen, click either the Line Items button in the lower left corner or the Line Items tab at the top of the screen.
Line Items tab
When you click to Line Items, you will see this screen:
As you can see, the Order Item Detail screen automatically appears. The following fields are available on this screen:
Field | Description |
---|---|
Item number | Key in the item number here. You can also click the list icon to select from the Inventory Catalog or click the Add button to add an item to an existing Item Group. Once the item is selected, the description and available quantity will appear to the right of the field |
Quantity | Enter the quantity being ordered of this item |
Unit price | If there is a unit cost associated with the item code, it will appear in this field |
per | Enter the unit code (such as each, per dozen, per hundred, etc.) or click the list icon to select from a list of active unit codes in the system |
Discount | If a discount should be applied to this line item, enter the % of discount here |
Total | The system will automatically calculate this figure based on quantity x unit price - discount (if applicable) |
Taxable | If this line item is taxable, select the box |
Description | The description will automatically populate based on the item number selected. You can, if desired, override the description |
When you have finished entering the line item, click OK to add it to the order. The line item will be added, and the Order Item Detail screen appears again so you can add a line item:
Enter the next line item and repeat the steps listed above. When you have finished entering line items, click Cancel on the Order Item Detail screen to close the Order Item Detail screen and display the line items tab:
You can now proceed with configuring the Billing tab. Click the Billing button on the lower left corner of the screen or the Billing tab at the top of the screen to proceed.
Billing tab
When you click to the Billing tab, you will see this screen:
The following fields are available on this screen:
Field | Description |
---|---|
Order # | Display only field showing the order number |
Customer | Display only field showing the customer number and contact name |
Bill to | By default, this is populated with the customer number for whom you are entering the order. You can change the customer ID if the order should be billed elsewhere. You can also click the list icon to launch the Name/Address Inquiry screen, click the Add button to add a new customer, click the Edit button to edit the current constituent or click the Envelope icon to select a different billing address for the current constituent |
Cust Credit | Display only field that shows whether or not the customer has a credit with your organization |
Name/Address | This field displays the name/address information of the Bill to customer |
Payment Method | Click the drop down arrow to select the billing method to be used |
Tax exempt | If this customer is tax exempt, select the box |
Tax exempt # | Enter the tax exempt # for the customer |
Fees | If any fees are being applied to the order, they will display here |
When you have finished entering the information, click the Save button in the lower left corner of the screen or on the toolbar.