Shipping Sales Orders Directly from Other Branches

As you are entering sales orders, you might find it necessary to change the shipping branch on the order as the products are going to ship directly from a different branch.

To ship products directly from another branch:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
In the PrcBr field, if accessible, type the number that identifies the branch that receives credit for the order.
In the ReqrDate field, if accessible, type the date by which the customer must receive the order.
In the Ship To field, enter all or part of the customer's name to do one of the following:

Note: If this is a new customer, type New and press Enter. See Entering New Customers During Order Entry.

If...	Then...
the order selection screen displays	continue with the next step.
the Customer Primary Index list displays	select the customer from the list and press Enter to display the order selection list.

Select New from the order selection list and press Enter to return the customer's information to the Sales Order Entry Body screen.
For each item the customer wants to purchase, complete the following fields:

Note: Depending on your column view, you may be able to enter additional information.

Field

Description

Qty/Unit

The amount of the item to sell, and its proportions as it is packaged for sale, such as 1 each (ea), 1 box (bx), or 1 case (cs). You can enter only the quantity, if needed.

Product Description

The description of the product to be sold. This can be an actual product; a product kit; or a charge, such as an assembly charge or miscellaneous charge. For more information, see Searching for Products.

Note: When you enter an item, the system may prompt you to select a unit of measure. Select the unit from the list and press Enter.

Use the following Body screen hot keys, as needed.

To...	Use this hot key...
add comments to the order or a product	Comment The Comments screen displays.
review additional information about the order, such as commissions or pricing details	View A list of possible column views displays. Only authorized users can access some views.
enter a nonstock product or lot billing item	NonStk/Lot If you select a nonstock product, the NonStock Entry screen displays. If you select a lot item, the Lot Item Status screen displays.
add or edit administrative details for the order, such as a customer PO number	Header The Sales Order Entry Header screen displays.
add a substitute product or recommended add-ons	Subs The Substitute / Add-On Sale Items screen displays.
print user-defined documents or labels	Label The User Defined Document/Label Printing screen displays.
schedule a backorder	Sched The Scheduling screen displays.
import order entry data (from a salesperson's hand-held device, for example)	Imp The Order Entry Data Import screen displays.
assign ship date information to the order	ShipDates The Shipment Dates screen displays.
override the default pricing on the order	Pricing The Pricing Override screen appears.
enter or change the order to a different type of order, such as a bid or direct shipment order	Mode A selection list displays. Select a mode and press Enter.
create a subtotal for a group of products	Subtotal The Subtotal screen displays.
enter payments or extra charges on the order	Totals The Sales Order Entry Totals screen displays.
search for a specific product or line item on an order with line items that span two or more pages	Find When prompted, enter a keyword and press Enter.
credit or rebill an order in a closed accounting period	Cr/Rbl When prompted, specify whether to credit only, rebill only, or credit and rebill and press Enter.
determine your profit or verify the last price the customer paid for the selected item	Quick Prc The Last Price Verification screen displays.
view a list of additional options	Inq The Sales Order Inquiry screen displays.
reorder the customer's previous product selections	ReordPad The Reorder Pad screen displays.
change the currency used for the transaction	$ This hot key is located in the upper-right corner of the screen. For more information, see Viewing Currency Exchange Information.

Determine if all products on the order will be shipped from a different branch.

If...

Then...

all products will be shipped from a different branch

select the Mode hot key. From the selection list, choose Ship from Different Branch and press Enter.

Note: If this option is not available, you might not have authorization to ship products directly out of another branch. See Assigning Branches to Users for more information.

only some products will be shipped from a different branch

place your cursor on the desired line item and select the Sched hot key. Move the cursor to the Br (branch) column and enter a new shipping branch. Press Esc. Repeat for each line item that will ship from a different branch.

Press Esc to do one of the following things:

If...	Then...
the Sales Order Entry Header screen displays	enter the customer's P/O (Purchase Order) number and any other required administrative information and press Esc to display the Sales Order Entry Status screen.
the Sales Order Entry Status screen displays	continue with the next step.

Verify that the status of each order generation meets your customer needs.
Do one of the following things:

If...	Then...
the customer is required to pay when placing the order	press Esc to display the Sales Order Entry Totals screen. Enter the payment information and press Esc to process the order and return to the Sales Order Entry Body screen.
the customer wants to make a payment when placing the order	use the Totals hot key to display the Sales Order Entry Totals screen. Enter the payment information and press Esc to return to the Sales Order Entry Status screen. Press Esc again to process the order and return to the Sales Order Entry Body screen.
no payment is required when placing the order	press Esc to process the order and return to the Sales Order Entry Body screen.