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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:

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.

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.

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.

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.

See Also

iMIS Orders Task List


ASI logo 10.6 Production Release. Updated 3/8/2006 3:52:57 PM
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