Order Entry form -- Overview

Sage ERP Accpac Order Entry 6.0

image\field_bt.gifOrder Entry Form — Overview

Before you start

Before you enter new orders, you should define the following Order Entry information:

  • Ship-via codes

  • Miscellaneous charges

  • Salesperson commission rates

  • Templates

You should also use the Options form to:

  • Verify the prefixes and numbers you want Order Entry to assign to orders and invoices, if you want the numbers assigned automatically.

  • Select the options to use when processing orders and invoices.

  • Select a default order template (optional).

  • Specify the default order unit of measure.

  • Define any optional fields you want to add to the Order Entry form.

You must also set up the following information:

  • Bank, tax, and currency records in the Common Services folder.

  • Customer, ship-to location, payment terms, credit checks, and salesperson records in Accounts Receivable.

Non-existent customer records. You can enter an order for a customer who is not in Accounts Receivable, but you must add the customer before you post an invoice for that customer in Accounts Receivable.

One-time customers. If you frequently have one-time cash sales, create a record for one-time customers in Accounts Receivable.

  • Item, price list, location, account set, and category records in Inventory Control.

  • If you use Payment Processing, processing codes and payment codes for credit card processing.

Processing codes. Processing codes specify the merchant account, bank, and currency that will be used when processing a credit card transaction. You set up processing codes in Common Services > Payment Processing > Setup > Processing Codes.

Payment codes. To process credit card transactions in Sage Payment Solutions, you must set up at least one payment code that uses the payment type SPS Credit Card. You set up payment codes in Accounts Receivable > Setup > Payment Codes.

Use the Order Entry form to:

  • Enter, edit, and post orders, including active, standing, and future orders, and quotes.

  • Enter prepayments for orders.

  • Enter quantities shipped, and create an invoice for shipped quantities.

  • Print quotes, order confirmations, receipts (for prepayments), and invoices (if created for shipped quantities) immediately after posting.

  • Import and export orders.

  • Assign serial numbers and/or lot numbers if you have a license to use Sage ERP Accpac Serialized Inventory and Lot Tracking.

  • If you use Payment Processing, pre-authorize credit card payments, and process credit card prepayments.

You can also use the Shipment Entry form to ship posted orders and the Invoice Entry form to invoice shipments if you separate the order entry, shipping, and invoicing tasks.

For information about a tab, click the corresponding link, below:

 

Order

Customer

Taxes

Retainage

Optional Fields

Sales Split

Rates

Totals

For help on particular tasks, choose one of the following topics:

Change payment terms

Change tax information

Create and activate a quote

Create a New Contract for a Quote

Edit currency exchange rates

Edit sales splits

Enter a prepayment

Pre-authorize a credit card payment

Capture a pre-authorized credit card payment

Void a credit card pre-authorization

Process a credit card prepayment

Void a credit card prepayment

Create a standing or future order

Enter taxes manually

Import orders

Print order confirmationsAssign serial or lot numbers to an order

Double-click the Order Entry icon in the O/E Transactions folder to add or edit orders.

Use the buttons on the form to:

To get help on fields in the Order Entry form, click the Field List button at the top of this Help page.

To find out about other forms you can open from Order Entry, choose from the following:

See also