Entering an Order

This steps may vary due to System Options and the way of doing business for a store.

1.  Left Click on Insert Icon

2.  Double Left Click in the Sold To field.  Use the F8 key to bring in a Customer.

3.  Select Sales Rep

4.  Left click on Insert.

5.  Enter Product/Service on the line by selecting on from Inventory, Products, or Services.  enter Length/Quantity and Price.  Make any needed Notes for the line.

6.  Post a payment if you have one.

7. Print a receipt for the payment.

8. Print a picking ticket, if applicable.

9. Print either an invoice or acknowledgment.

10. Job costing - if the order contains all cut material and is paid in full, the order will be automatically job costed when you print an invoice.

You can control what field the cursor will be positioned in when entering customer orders.  This can save valuable keystrokes during the customer order entry.  This setting is done under Utilities>System Options>Order Entry>Order Entry>Order Entry Starting Position.