Entering a Customer Order

This section describes each button and data entry field on screens used for entering customer orders. 

File>Customer Orders press the F3 key. 

The Customer Orders Browse screen displays.

Click Insert  to add a new order. 

The Customer Order Information screen appears; enter information about the sale, excluding product information.   See Customer Information Screen for details on each data entry field.

Click the Insert button  to add lines for each product sold.

Scan a barcode or manually enter the line information. 

See Line Field Explanations for details on each data entry field.

Post any payments , if applicable.

Print a receipt for the payment.

Print a picking ticket, if applicable.

Print either an invoice or acknowledgment.

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.