Placing Furniture Orders

  1. Click the Item Detail Tab.

  2. When the cursor moves to 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.

Notes: If a laundry list is set up for this customer, the Laundry List dialog box opens. For details on adding laundry list items, see Selecting Laundry List Items.

 If you select an incorrect item, simply select a different item. The previous item is automatically removed. Until you click Accept, the item is not added to the order. Therefore, it is not necessary to change or delete an item until you place the item on the order.

  1. After you select an item to place on the order, the cursor moves to the Order box. Press Tab to accept the quantity of one, 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. While the dates for the entire order are set in the Furniture Profile Settings dialog box, you can change the dates for line items. Click the Date boxes to enter different dates.

  5. You can also use the Tag # and Tag Desc boxes to enter information for this line item. For example, you might set the Tag # box to WKST1 for workstation, area 1, and the Tag Desc box to JANE'S OFFICE. This information prints on the pick ticket and on the installation ticket.

  6. To change the manufacturer's discount for this line item, click the Mfg Disc % boxes. Enter the new discount over the existing discount.

  7. 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.

  8. 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.

  9. 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.

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.

  1. You can continue to place as many items on the order as necessary. When you finish, you can end the order. For details, see Ending Furniture Orders.

Return to:

Creating Furniture Orders with Sif File Imports

Creating Furniture Hedberg Orders

 

See also:

Selecting Laundry List Items

Selecting Alternate Furniture Items

Entering Uncataloged Furniture Items

Entering Furniture Items Using Catalog Explorer

Selecting Multiple Unit of Measure Furniture Items

Selecting Assembly Furniture Items

Selecting Companion Furniture Items

Selecting Master Furniture Items