...
This is the Order Entry window that you can access from Modules > Order Entry. First step is name your order 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.
...
...
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.
...
...
Select and Save your Quote (Hit the Save button (disk icon) on the selected Quote in the “Chosen Quote” drop down).
...
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.
...
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).
...
...
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.
...
...
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".
...
To create the purchase orders go to the Modules panel located on the left-hand side > Create Purchase Orders.
...
The Order Entry module in e-manage|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:
Associating Orders with Quotes
To ensure seamless tracking and integration within the system, we recommend changing the Order Name to match the associated Quote Number. This establishes a clear connection between Quotes, Orders, and Customer Invoices.
...
Selecting and Saving the Chosen Quote
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.
...
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.
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.
...
5. Processing Options
In the Process BOM window, you have the choice to process by Line Item or by Phase. This decision determines whether you want to display all the line items from the Bill of Materials on the invoice or show summary information grouped by phase. By default, Line Item/Hybrid Phase is usually suitable for most situations.
...
Custom Entries
If you need to create custom entries and don't wish to process the BOM, you have the option to click on "Create / Edit Line Item" at the bottom left. If you opt for this route, make sure to save your custom entry by clicking the save button next to "Process BOM."
...
| Info |
|---|
If you need to process an additional quote on the same project (additional order), see here for further instructions. |