Furniture Order Entry

Third party packages known as specification or specifier software simplify the process of developing specifications for furniture orders. You can easily import the resulting quotes or orders directly into the Furniture application through a SIF file. This application imports standard SIF format specification files and releases them to orders. You can use any specifier program that supports the SIF format and still send your furniture sales through the same order and accounting flow as other transactions.

  1. Double-click graphics\ORDER_ENTRY16.gif.

  2. If the Order Style list box does not default to Furniture, click the down arrow and select Furniture.

  3. If the Action Code list box does not default to order, click the down arrow in the Action Code list box and click Order.

  4. Select the customer for this furniture order. If you need instructions, see Selecting Customers in Furniture.

  5. Assign the order a project number. If you need instructions, see Assigning the Project. Each order or quote that you place must be assigned a project number. This number ties together all the customer's invoices for the project and helps you easily track the project.

  6. In the Furniture portion of the window, click Furniture Profile Settings. You should complete the following date boxes each time you begin an order: Customer Due, Est Delivery, and Est Install.

Note: Be sure the Dates, and Sort/Group Desc boxes are checked. They allow you to view the dates and the sort and group descriptions while placing the order.

  1. In addition to the date options, you can also change posting dates and printing information. For details concerning all the boxes in this dialog box, see In the Furniture Profile Settings Dialog Box.

  2. When you complete the changes, click OK.

  3. Click the Item Detail tab.

  4. Click graphics\SIFFILE16.gif or press F12 to open the SIF Specifier, and perform the standard operations to create the item.

Note: To open the Giza Specifier, click graphics\GIZA16.gif. To open the CAP Specifier, click graphics\CAP16.gif.

  1. Scroll to the location on your network hard drive where the SIF file to import is stored, C:\SIF Files, for example and import the file.

  2. At the Process prompt, click Yes.

  3. The system moves the items from the file to a Furniture order. At this point, you can make changes to the items on the file just as you would regular items. For details, see Placing Furniture Items on the Order.

  4. When you finish, click the Order Totals tab.

  5. If you have add-on items set up in the (LGC1) Furniture Add On Item Parameters screen, the items are automatically added to the order (if the items are required) or the Furniture Addon Items dialog box opens so you can select the items to add to this order. To add items to the order, enter the quantity of each item to add in the Qty box. For example, to add one freight charge, type 1 in the Qty box corresponding to the freight item. When you finish adding items, click OK. To not add items to the order, click Cancel.

  6. The Order Totals tab opens. At this point, you can end the order or make changes to the ending order status or printer information, and enter an end line special. For details on changing this information, see Changing the Furniture Ending Order Status, Changing Format and Print Information and Entering a Furniture End Line Special, respectively.

  7. To automatically build the purchase order when the order is ended, click Build P/O.

  8. Click Accept Order.

  9. If you specified to build the P/O, the Purchase Order Information dialog box opens. Go to Automatically Building the Furniture Purchase Order.

  10. If you did not specify to build the P/O, the order is ended at the status you selected. Unless you indicated not to print any pick tickets, the number of pick tickets you entered print. In addition, the pick tickets are faxed or e-mailed if you so specified. The cursor returns to the Global tab.

Note: Since the file is a copy of the original document, you should delete it from your folder once the order is invoiced. This keeps the files stored in the folder up-to-date and not cluttered with outdated files. If necessary, you can always export the file again using the original document.

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Changing a Furniture Order