Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Name your order (Typically you will want to This is the Order Entry window that you can access from Modules > Order Entry. First step is name your order your Quote # however, you can add additional text but at the very minimum you will want to start with applying your Quote #)

  2. Highlight your order (If you name your order and fail to re-select your order, by highlighting on the row header, and continue to fill out drop downs everything will be lost as it does not know what order to apply the drop downs to)

  3. Select your quote in the "Chosen Quote" drop down and hit "Set" (This will pull in your "Terms of Sale" and set your "Bill To", "Ship To" and "End User" if applied appropriately in the quote)

  4. Select drop downs for the following at minimum:

    1. Order Type

    2. Contract Type

    3. Ship Via (Best Way is typically the standard as you are not choosing how your vendor ships the product. If this is filled out it will carry over to the Vendor PO & is one less thing to fill out in that module)

    4. Customer PO

    5. Job Book Date

    6. Order Book Date

    7. Req Ship (Requested Ship Date will also carry over to the Vendor PO)

    8. Req Imp (This carries over to the scheduling department for projections. It is just an Approx Install Date - this will not be how your scheduler schedules jobs, it is just for projections.)

  5. Process BOM

  6. Process

  7. Save

  8. Don't forget to "Complete" your action item that you should have had opened to complete this process.by placing your cursor right on top of "New Order" and begin typing. The standard naming convention is to use your Quote Number as your Order Name.

    Image Added

     

  9. After you name your order be sure to re-select or highlight your order before filling in any other fields by clicking on the row header as shown below.

    Image Added

     

  10. Select and Save your Quote (Hit the Save button (disk icon) on the selected Quote in the “Chosen Quote” drop down).

    Image Added

    TIP: Key indicator that everything is being processed correctly is when you hit the Save button, it automatically fills in the Terms of Sale pulled from the Quote.

  11. Fill in all required fields with an asterisk. You MUST fill in the "Job Book Date" and "Order Book Date".  Other fields that are not required but very important to fill in - Ship Via, Customer PO (Best Practice: if you do not have a PO # place the name of the person who gave the approval in this field), Req Ship and Req Installation (Best Practice for Req Installation: Fill in based off of lead times and this info carries over to the Installation Calendar and Backlog).

    Image Added

     

  12. After you fill out all required fields select "Save & Process BOM" and "Process" in the pop up box. You will notice it auto-fills the Job # and Expected Completion Date for you once processed. Expected Completion Date automation can be adjusted in the Admin based off of Order Types.

    Image Added

     

  13. Once the Order has been processed, a grid listing of the parts contained within the Order, appears at the bottom of the window when the Order is selected. Be sure to hit "Save".

    Image Added

     

  14. To create the purchase orders go to the Modules panel located on the left-hand side > Create Purchase Orders.

    Image Added