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SALES ORDER PROCESSING
Menu:
Option
** 0040
1
Enter
Enter
The menu above is the default menu for Phone Sales
Selecting option 1 on this menu brings you to the page below
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The From Warehouse field defaults to your default warehouse. To invoice from
any other warehouse type the number of the warehouse. If you don’t know the
warehouse number press F4 for the list.
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Type the customer number in the Customer Number field. If you don’t know the
customer number press F4. This brings up the window above. You are able to
search by customer number, customer name, telephone and area. Once you find
the customer you want press the TAB key on the keyboard so that the cursor is
next to the customer you want. Press 1 to select the customer.
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In File Reference please enter the customers Purchase Order number or enter 0.
You cannot leave this field blank.
Type the rep number you want to use in the Rep Number field.
Enter in the correct distribution code. It is very important that you pick the correct
distribution code so please take care. Press F4 for a list of codes.
Press Enter twice.
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Check the address. If you need to change the Ship to Address press F8
Press Enter
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Enter in product number. Enter in quantity required. The price will be added
automatically at the default price for the chosen customer. If you need to change
the price just enter it in the price box. Enter F if the item is free. Enter S if the
price is a special price. Enter B to backorder. The F and S options are only
available to users with a high authority.
You can search for products by pressing F4.
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To enter an extra description for a part number place an 8 beside the part no and
hit enter. Enter in description and press enter to return to previous screen. Only
use this when invoicing a single part as the invoice is printed in location
sequence.
To delete a part no enter a 4 beside the part no and hit enter
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This page allows the selection of a number of options
The options circled below are exactly the same as detailed in the Product
Enquiry.
The option 22-Drop Ship is not applicable to PRReilly
PO= Purchase Orders
BO= Back Orders
MV= Movements
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The option IX circled below allows you to display any extra description that a
product has entered in on the system
Entering IX beside a part number brings up a window below.
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This bottom section has a number of options. F16 (shift and F4) will delete the
order.
F8 will show you the margin on the part. Please note this is available to users on
a high security level only
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F17 (shift and F5) will bring up the order history of the customer.
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You are now prompted to check the backorders for this customer. You have to
press Shift and F7 to continue. This brings up a window similar to below.
This is a list of all backorders for this customer that we now have stock on hand
for. You need to either copy the back orders into the current invoice or delete the
backorder. To copy the backorder TAB down so the cursor is beside the
backorder, type3 and hit enter. This copies the line into the current invoice. Press
F3 to go back to the invoice. To delete the backorder place the cursor beside the
backorder and type 4 and hit enter. Press F3 to go back to the order.
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To complete an order hit F3. You will get the screen above. Hit F3 to complete
order and print invoice. If the invoice is below the minimum amount (at time of
writing this was €100 for Dublin and €300 for the rest of Ireland.) you will need to
add a courier charge. At the moment this is €10 for Dublin and €15 for the rest of
Ireland. Move the cursor to the Courier field and enter the appropriate amount.
You will need to tab to the VAT field and enter T2 there. Press enter to validate
and F3 to finish.
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To end but leave invoice open hit F12 four times.
To add to or complete invoice left open please select
Menu
Option
**
2
0040
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Type in the order no beside Select Order#. Alternatively you cab use the TAB
key to tab down to the order number you want to complete and select 2 to
change. You will probably have to hit the Page Down key a number of times
before the order number will appear.
This will bring you back to the step on Page 4. You can continue to add items to
the invoice or complete it.
You can also delete the invoice by hitting F16 or Shift and F4