During order entry, you enter information on more than one order entry tab, or section of the order. While these instructions indicate which tabs you must select to enter order information, note that pressing F12 moves you to the next logical tab, or the next tab on which information is required.
To enter a counter or will call order:
From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.
In the Branch field, enter the number that identifies the branch that receives credit for the order and press Enter.
In the Customer/Order # field, enter a customer and press Enter.
Note: If this is a new customer, click the NewCustomer button. See Entering New Customers During Order Entry.
At the OrderSelection prompt, select New to create a new order.
If the customer is picking up the order immediately, leave today's date in the RequiredDate and Ship Date fields. Or, enter a different date, as needed. The system populates the Location and Sales Source fields automatically, based on your user ID.
Click OK to display the Sales Order Entry Body tab.
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 |
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). | |
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. 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. |
Note: If you need to copy just the product ID from the order, select the line item you want to copy, right-click and select Copy Product ID. You can then paste this ID in another field or window, as needed.
If immediate payment is required or if the customer wants to pay now, select the Totals tab and enter payment information.
Select the Status tab to display the order's status information.
In the Order Status field, specify a status of Pick Up Now.
In the Ship Via field, specify a ship via of Counter or Will Call.
Note: Your company might use different statuses.
Note: If any Header tab information, such as purchase order number, is required, the Header tab will display. Enter the required information and press F12 to proceed.
See Also: