Furniture Order Entry

You can modify furniture orders in Furniture Order Entry Change mode. This feature gives you the ability to fully view item information and is similar to viewing information through specifier software. You can easily see all the selling prices, costs, gross profit percentages, and list prices for the items on the order. You can verify that the quantities, costs and extended costs are accurate. This feature lets you perform different pricing scenarios in that it allows you to mass change information for the items on the order. You do this by specifying a percentage or dollar amount by which to adjust the cost, gross profit percentage, selling price, and list price. This lets you change the pricing that comes from the specifier to the actual pricing to use. You can also specify that the system recalculate the actual/average cost and pricing cost on the manufacturer's discount for the line items on the order. You can specify to mass change the items according to vendor, vendor alias, or by individually selecting the items to change. You can also specify to view or hide specials for items on the order.

Note: When you change the manufacturer's discounts in the Modify Order dialog box, the changes apply to this order only. Changes are not made to the manufacturer's discount settings in the Vendor Alias dialog box. If the item you are attempting to change is not in the P-MASTER or PO-MASTER files and has been received, the system displays the Cost Can Only Be Updated on P/Os in PO-MASTER message. You can only change information for items that are currently in the P-MASTER and PO-MASTER files.

  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. Click the down arrow in the Action Code list box and click Change.

  4. Select the order to modify.

    If you know the order number, enter it in the Order # box and press Enter.

    If you don't know the order number, click Order Browse. The Order Browse dialog box opens, listing the orders. Click the order to change and click OK. If the customer account or order you need is not displayed, you can use the Order # through Status list boxes to retrieve the order. Click the appropriate box and enter the information. Click Find. The order that most closely matches the one you specified displays. When the order to change displays, click the order and click OK. For more information, see In the Order Entry Order Browse Dialog Box.

  1. The Enter Furniture Limits dialog box opens, defaulting to Change mode. You can limit the orders by purchase order or acknowledgment number. Click the down arrow and select the P/O and acknowledgment numbers by which to limit. For more information, see In the Furniture Enter Furniture Limits Dialog Box.

  2. Click OK.

  3. The order displays in the Change tab. Click the Order Entry menu and select Modify Order.

  4. The Modify Order dialog box opens. The item information shown in the bottom section of this tab appears in columns. You can click the column heading to resort the data. This allows you to more easily find the information you need. For example, if you click the Item Number column, you can sort the displayed items by number, from highest to lowest. If you click the Sell Price column, you can sort the data by selling price, and so on. For more information concerning this dialog box, see In the Furniture Modify Order Dialog Box.

  5. To view specials for the line items on the order, click the Show Specials button.  

  6. At this point, you can begin mass changing information by vendor, vendor alias, or you can select specific line items to change.

    To change the items by vendor, click the Sel box corresponding to the vendor to change. The items for the vendor and all vendor aliases are automatically highlighted in the bottom section of the dialog box.

    To change the items by vendor alias, click the plus sign (+) to the left of the vendor. Click the Sel box corresponding to each vendor alias to change. The system highlights the appropriate items in the bottom section of the dialog box.

    To change items by item number, click the Item Number box for the item to change in the bottom section of the dialog box. To select more than one item, hold down the CTRL key and click each line item. The system highlights each item you select.

    To select all line items, click Select All.

  1. Once you have the items to change selected, click the down arrow in the Modify box and select to change the item's Cost, List, Sell Price, GP% or Margin.

  2. Click the down arrow in the Adjust box and select the information to change.

    To change the percentage, click Percentage. The system displays the Change By % box so you can enter the percentage by which to adjust the selected items. Enter the amount to increase the percentage for items on the order, .5 for example. Press Enter.

    To change the dollar amount, click Dollar Amount. The system displays the $ box so you can enter the dollar amount to adjust the selected items. Enter the dollar amount, 2.00 to increase the amount by $2.00 and enter -2.00 to decrease the amount by -$2.00, for example. Press Enter.

    To change the manufacturer's discount, click Mfg Discount. You can select this option in the Adjust box when you specify to change the cost. The Mfg Discount boxes become highlighted so you can enter the manufacturer's discounts to use. The system calculates discounts by the percentages you specify. For example, if the existing discount percentages are 62%, 50%, and 2%, the system discounts all items by the first discount 62%, then takes an additional 50% off the remainder, and then the last 2% from the resulting remainder. Enter the discounts to use in the Mfg Discount boxes; press Enter. You can specify up to five discounts.

    To change the gross profit percentage, click GP Point. You can select this option in the Adjust box when you specify to change the selling price. To change the gross profit percentage, click the Change By Points box and enter the new percentage. When you finish, press Enter.

Note: If you make a mistake, you can click Reset to clear the changes you made and return to the original pricing information.

  1. When you finish, click Apply. The pricing changes are immediately made to the lines you selected.

  2. To print the information or export it to a file, click Print Preview.

  3. To change a specific line item, click the box in the bottom section of the dialog box and enter the new information over the existing information. For example, to change the selling price for a specific line item, click the Sell Price box corresponding to the item and enter the new price over the existing price. Press Enter. You can change the following boxes for each line item: Sell Price, A Cost, P Cost, GP %, and List.

  4. When you finish changing information in the Modify Order dialog box, click Update.

  5. The system displays the Modifying Orders message. When the process is complete, the cursor returns to the Change tab, highlighting the items you modified. You can continue to make changes to the order. For details on changing orders, see Changing a Furniture Order.

Note: After you click Accept in the Order Totals tab, the system updates the cost, sell price, and list price changes in the P-MASTER and PO-MASTER files.