Placing Orders

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: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales. 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 Parameters 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 the graphics\ORDER_ENTRY16.gif icon.

  2. The Action Code list box defaults to Order, and the Order Style list box defaults to Commercial. If not, click the Action Code list box and click Order.

  3. In the Order Style list box, click the down arrow and click Commercial.

  4. Select the customer for which to assign a terms and conditions document. If you need instructions, see Selecting a Customer in Order Entry.

  1. At this point, you can change information for this order, including the pay code, the general ledger location and so on. For instructions, see Specifying Customer Information.

  2. To begin placing items on the order, 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. For instructions, see Selecting an Item in Order Entry.

  4. 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.

  5. In the ship box, specify how many of this item you have in stock to ship.

  6. 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. For instructions, see Specifying Item Quantities and Prices.

  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 YOU DELIVER THIS ITEM TO THE BACK DOOR, 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. 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.

  10. 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.

  11. 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.

  12. 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 Ending Order Status, Changing the Printing Information and Entering an End Line Special, respectively.

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

  14. Click Accept Order.

  15. 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.

  16. 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.