Order Entry

Owned by Stephanie Pepper (e-manage|ONE)
Jul 16, 2020
2 min read

The following is the structure of an order and how it relates to quotes and purchase orders. 

  • BOM Option(s)

    • Quote

      • Order

        • Purchase Order 

BOM Option(s) are attached to a Quote, a Quote is attached to an Order and Purchase Orders are Attached to a Order. 

Processing the BOM to an order is very simple. The following items are required to process an order. 

  • Order Type

  • Contract Type

  • Terms of Sale

  • Chosen Quote & Set

  • Job Book Date

  • Order Book Date

Best Practices

The following are recommended because they will automate other processes and will make it easier to manage your business.

  • Customer PO

    • let you search the database for the project by customer PO

  • Req Ship

    • will show up on the "To Be Scheduled" on the Installation Calendar

  • Req Imp

    • will show up on the "To Be Scheduled" on the Installation Calendar

  • Req Comp

    • will show up on the "To Be Scheduled" on the Installation Calendar

  • Requires Implementation

    • will make the order show up as an order "To Be Scheduled"

  • Is Portfolio Item 

Process BOM

After filling out the above information, you will click the "Process BOM" button to process the Line Items or Phases Only. This is the way you want the invoice to the customer to look.

  • Process by Line Item will list all line items on the invoice

  • Process by Phase will only list the Phase name and description on the invoice 

Customer Acknowledgement

  • e-manage|ONE gives you the ability to provide your customer an order acknowledgement similar to what you receive from your manufacturer. 

Customer Deposit

  • Apply a customer deposit for a new order. 

Customer Invoice

  • Create a customer invoice for progress or final.