Placing Orders

Selecting a Customer in Order Entry

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 add a new customer from the Order Entry window 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. 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. You can select a customer using each 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 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 Quotes

Placing Retail Orders

Changing the Backordered Item Quantity

Creating Orders with Terms and Conditions

Drop Shipping all the Items on an Order

Drop Shipping Individual Items on the Order

Performing Vendor Stock and Price Checks in O/E

Posting Stock Transfers

Selecting an Order to Credit

Viewing Customer Evaluation in Order Entry

See also:

Specifying Customer Information