Step 5: Order Entry

This is the Order Entry window that you can access from Modules > Order Entry. First step is to 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.

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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.

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

There are only two possible reasons why a quote may not be visible in the Order Entry quote drop-down for processing: it has not been designated as valid, or the quote creator has not accessed the "View Quotes" function, which technically means that no quotes exist (as a quote is not officially created until the "View Quotes" tab has been clicked).

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