Orders task list
The Orders task list consists of seven items that launch your Orders windows: Enter and edit orders, Process orders, Manage inventory, Generate reports, Set up tables, Set up warehouses, and Set up module.

Select Orders from the Navigation bar
Enter and edit orders
Opens the Enter and edit orders window used for entering and editing customer orders. This window utilizes the Portfolio concept and is organized into the following tabs:
- Overview - (Default tab) Use this tab to enter and edit product orders.
- Order Details - Use this tab to add and edit specific order information such as hold codes, commission rates, order notes, and shipping and handling information.
- Ship to Info - Use this tab to enter and edit an order's 'Ship to' information. The Ship to Info tab allows you to edit a customer's name and address information for a single order, or you can enter the 'Ship to' customer's information if the order is being shipped to someone other than the 'Bill to' customer.
- Payments - Use this tab to enter an order's payment information.
- Account Info - (Display only) This tab allows you to view an order's specific accounting information.
Process orders
Opens a sub-menu of tasks used for processing orders. Order processing is a series of logical stages that move an order through the system from order entry to order invoicing. Different order types require processing through different stages, and the processing stages allow you to keep track of an order and its status. Each processing stage lists the orders that are at that stage in the order lifecycle.
- Print quotes - Select to open the Print quotes window used for generating printed copies of selected sales quotes.
- Convert quotes - Select to open the Convert quotes window used for converting pro forma orders to the default standard order type.
- Print pick list - Select to open the Print pick list window used for generating itemized product lists.
- Print shipping papers - Select to open the Print shipping papers window used for generating shipping papers (Packing Slip) for selected orders.
- Ship orders - Select to open the Ship orders window used for recording shipping dates, shipping methods, and shipped quantities.
- Invoice orders - Select to open the Invoice orders window used for posting selected product sales transactions to iMIS Accounts Receivable and Cash Receipts.
- Close orders - Select to open the Close orders window used for marking completed orders as closed.
- Manually release backorders - Select to open the Manually release backorders window used for reversing an order's backorder status and returning the order to the appropriate order processing stage.
Manage inventory
Opens a sub-menu of tasks used for inventory control functions. These functions represent the progression of inventory tasks, which include setting up product inventory and managing and posting inventory receipts, adjustments, and transfers.
- Manage products - Select to open the Manage products window used for defining products and product information, such as product codes, descriptions, pricing, and accounting information. The Manage products window displays current inventory information by product.
- Enter and edit receipts and adjustments - Select to open the Enter and edit receipts and adjustments window used for entering product inventory receipts, adjustments, and transfers.
- Post receipts - Select to open the Post receipts window used for posting product receipts, adjustments, and transfers.
Generate reports
Opens the Generate reports window used for generating order inquiries, standard reports, and internal reports, such as order status, order transaction postings, and lists and details of your product inventory. The printed materials that you send to customers, such as price quotes, shipping papers, and invoices, are generated either through the Process orders sub-task list or from the Print button on the Overview tab when an order is open on the tab.
Advanced Query
(visible only if licensed for iMIS Server .NET) Opens the Advanced query window that enables you to run predefined Intelligent Query Architect (IQA) queries on orders. See the iMIS Server .NET section of the iMIS System Reference for more information about IQA.
Set up tables
Opens a sub-menu of tasks for configuring and maintaining the tables used by the Orders module.
- Order types - Select to open the Set up order types window used for defining order types.
- Product categories - Select to open the Set up product categories window used for defining product categories.
- Tax codes - Select to open the Set up tax codes window used for defining tax codes.
- Freight by weight - Select to open the Set up freight by weight window used for defining shipping rates according to order weight and shipping zone.
- Freight by total value - Select to open the Set up freight by total value window used for defining shipping rates according to order value.
- Freight by total quantity - Select to open the Set up freight by total quantity window used for defining shipping rates according to order quantity.
- Zones - Select to open the Set up zones window used for defining the shipping zones for each country's shipping methods.
Set up warehouses
(visible only if multi-warehouses are enabled) - Opens the Set up warehouses window used for defining warehouse locations and descriptions.
Set up module
Opens the Set up module window used for configuring the behavior of the Orders module.
- Order Status Defaults window - Click Order Staging on the Set up module window.
- Add-on Charges window - Click Add-on Charges on the Set up module window.
- Backorder Processing window - Click Backorders on the Set up module window.
- Inventory System Setup window - Click Inventory on the Set up module window.
- Web Order Options window - Click Web on the Set up module window. The Web button displays only if licensed for e-Orders.