To enter an order
Follow this procedure to enter a basic order. For information about entering and viewing additional, detailed product-order information, see the following sections:
- From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
- Click New.
- Enter the Order Summary information:
- Enter an Order Type (select the Find icon to look up an order type).
- Enter a Bill to ID (select the Find icon to look up an ID).
- (Optional) Override the Order Date if necessary. The Order Date defaults to the batch date if batch control is used; otherwise, the date defaults to the system date.
- (Optional) Enter a Purchase Order if applicable.
- Select an order Source code from the drop-down list.
- (Optional) Override the default Shipping Method if necessary.
- (Optional) Override the default Tax Authority if necessary.
- Enter the General order information:
- (Optional) Override the default payment Terms if necessary.
- (Optional) Enter a percentage discount for the order in the % Discount field.
- (Optional) Enter a backorder Priority for the order.
- Enter the product line-item information:
- Enter a Product code (select the Find icon to open the Product Find window and look up a product), and press Tab. The Description field populates automatically.
- Enter the number of products ordered in the Quantity field.
- (Optional) Edit the product Price if necessary.
- (Optional) Enter a percentage discount for the product in the % Disc field. (Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable only for a given product and do not affect entire order-level discounts.)
- Press Tab to add the product to the order. The product will display in the list of Product Line Items, and your cursor will be in the Product field.
- Repeat this process for each additional product ordered.
- Click Save to enter the order.