Furniture Order Entry

You can assign terms and conditions documents to orders. These documents detail the terms and conditions of the sale. The system tracks these documents in the Customer Terms and Conditions dialog box. This allows you to receive the document and indicate the individual who signed off and the date it was received.

Note: The Furniture Terms and Conditions feature is not included in all software packages and may require authorization. For more information, contact ECi sales. Before using this feature, be sure you have the proper terms and condition documents stored in the correct folder. You must also set up term and condition documents in the appropriate Parameter window before using this feature. For details concerning this feature, see About Terms and Conditions. For more parameter information, see Setting Up Terms and Conditions.

  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. Assign the order a project number. If you need instructions, see Assigning the Project.

  5. In the Furniture portion of the window, click Order Profile Settings and specify the information for this order. For details, see In the Furniture Profile Settings Dialog Box.

  1. When you complete the changes, click OK.

  2. Click the Item Detail tab.

  3. In the Item Number box, enter the number of the item to place on this order and press Enter. You can select an item by item number, company, description, or use the Item Query dialog box to view the items in your database. If you need instructions, see Selecting an Item in Furniture. If this is an item you don't stock, click graphics\UNCATALOGED16.gif to open the Uncataloged Item Information dialog box. If you need instructions on adding uncataloged items, see Entering Uncataloged Furniture Items.

  1. After you select an item to place on the order, the cursor moves to the Order box. Press Tab to accept the default or enter the quantity of this item to place on the order.

  2. In the ship box, specify how many of this item you have in stock to ship. If the item is in stock, enter the number of this item. If the item is not in stock, leave the ship box set to Ø.

  3. At this point, you can begin changing the pricing for this item. Click each box to change and enter the new information. You can also press Tab to move from box to box. If you need instructions, see Specifying Costs, Prices, Dates, and Shipped Quantities.

  4. To add line item notes, press F11. In the Order Notes dialog box, you can enter notes that apply to line items, as well as, the entire order. To enter a line item note, you must do so before you accept the item and place it on the order. Click the Line Item box and enter the text to print below this item on the ticket, MAKE SURE THIS CHAIR GOES TO MARY'S OFFICE, for example.

  5. You can change the item's tax district information using the Item Settings dialog box. To do so, press F8. Click each box and enter the new information over the existing information. For details, see Viewing and Changing Item Settings.

  6. When you are ready to place the item on the order, click Accept. The item is added and moves down one line, so you can add another item to the order. To change the item once it's been added, you must double-click it to move it to the first line of the order. The item cannot be changed unless it appears in the first line.

  7. The pick ticket is assigned an order number. This number displays in the Order # box in the upper right-hand corner of the window. The number of line items, the gross profit percentage, and the order's subtotal are shown in the lower right-hand corner of the window. These amounts are continuously updated as you place additional items on the order.

  8. You can continue to place as many items on the order as necessary. When you finish, you can end the order. Click the Order Totals tab.

  9. When the Order Totals tab opens, 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. You can also automatically build the purchase order when the order is ended by clicking the Build P/O option. For details on this procedures, see Automatically Building the Furniture Purchase Order.

  10. To specify terms and conditions, click the Terms and Conditions check box.

  11. Click Accept Order.

  12. If you specified to build the P/O, the Purchase Order Information dialog box opens. See Automatically Building the Furniture Purchase Order if you need instructions.

  13. Since you marked the Terms and Conditions check box, the system automatically opens the Terms and Conditions File List dialog box. This dialog box displays the appropriate folder for the order entry type you selected, commercial, furniture, or serialized. Click the document to assign this customer to highlight it and select Open or double-click the document. For more information, see In the Order Entry Terms and Conditions File List Dialog Box.

  14. Unless you indicated not to print any pick tickets, the number of pick tickets you entered print. The cursor returns to the Global tab.

Note: For information concerning receiving or changing this terms and conditions document, see Performing Terms and Conditions Procedures.