Order Entry
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 | Example |
Region filled | Example |
Event # | Example |
Sources | Example |
Ship to | Example |
Carrier | Example |
Name | Example |
Service | Example |
Address | Example |
Residential | Example |
Allow partial shipment | Example |
Insured | Example |
Shipping charges | Example |
ZIP | Example |
Memo | Example |
City | Example |
ST | Example |
Country | Example |
Phone | Example |
County | Example |