The Quick Sales Order Entry widget provides a quick way to create sales orders and bids that contain default customer information, as well as set branch, location, and sales source information—the information that you typically enter in the Initial Order Entry window. The system populates the order or bid with the branch, location, and sales source information as it is defined in the widget parameters.
To start an order using Quick Sales Order Entry:
From the Quick Sales Order Entry widget, type the customer for which you want to create the order. Press Enter, if necessary, to display the order information for the matching customer.
If the system returns multiple customers that meet your search criteria, highlight the customer in the displayed list.
Press Enter to create the new order. The system populates the order with the customer information from the customer you selected, as well as the branch, location, and sales source information as it is defined in the widget parameters.
Complete the order as usual.
To start a bid using Quick Sales Order Entry:
From the Quick Sales Order Entry widget, type the customer for which you want to create the bid. Press Enter, if necessary, to display the order information for the matching customer.
If the system returns multiple customers that meet your search criteria, highlight the customer in the displayed list.
Press Ctrl B to create the new bid. The system populates the bid with the customer information from the customer you selected, as well as the branch, location, and sales source information as it is defined in the widget parameters.
See Also:
Quick Sales Order Entry Access Overview