Placing Furniture Orders

Selecting Customers in Furniture

1. Double-click , type Ctrl + O, or click the Posting menu and click Order Entry. The Order Entry window opens, displaying the Global tab.

Note: You can also add a new customer if needed. If you need instructions, see Adding a Customer in Order Entry. (To use this feature, the Add in (G) field in the (LA) Customer and A/R Parameters screen must be set to Y. If this parameter is set to N or left blank, this option is not available.)

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

Note: To set your terminal to default to the furniture application when you access order entry, go to the (L1) screen and set the O/E Type field to F.

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. You can select a customer using any of the following methods:

   Selecting a Customer by Acct #, Name, Dept, Dept Name, or Phone

   Using the Customer Query Dialog Box

   Selecting a Customer Using Word Search

Note: In the Furniture Order Entry window, the Acct #, Name, Dept, Dept Name, and Phone boxes are shown in bold. Bold boxes indicate that you can use them to search. In addition, if you are using the User Type box in the Salesperson window or the Salesperson Alias feature, the system only displays the customers who are assigned your salesperson number or any aliases assigned to your salesperson number. For more information, see Salesperson Aliases.

Return to:

Creating Furniture Quotes

Displaying Information in the Furniture Item Detail Tab

See also:

Assigning the Project