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The Order Entry module in e-manage One |ONE is a critical component for processing orders before creating purchase orders. This screen is closely linked to the Customer Invoicing screen, so any necessary adjustments in the Customer Invoice must be made in this module. Here's how to effectively use the Order Entry module:
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Begin by selecting the quote you wish to process. Afterward, click the small save button located on the "Chosen Quote" line. Take note of the Terms of Sale auto-populating. This indicates you have correctly attached the selected Quote to the Order.
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Essential Selections
Now, you'll need to make several important selections:
Order Type: Choose the appropriate order type.
Contract Type: Specify the contract type for this order.
Terms of Sale: This field should automatically populate once you save your selections.
Customer PO: Enter the Customer PO # or our reccomendation is to enter the Customer Name of the person who signed off on the quote.
Job Book Date: Set the job book date. Standard selection: Today’s date.
Order Book Date: Note that there are two order book date options because you can have multiple orders per job. Select the relevant one.
4. Processing the Bill of Materials (BOM)
Once you've made these selections, you can click the "Process BOM" button. This action opens the Process BOM window.
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