Order Entry — Order Tab

Use this tab to specify:

• An optional template code to specify the default entries in order and customer information fields.

• The customer number.

• The customer's purchase order number.

• The order date.

• The default location code for the order.

• Whether the account is on hold.

• The order type.

• The particular quote, or quotes, on which the order is based.

• Expected ship date.

• Whether to calculate taxes automatically.

• The ship-to location (from the Accounts Receivable customer record) or a shipping address just for the order.

• An optional shipping method or carrier.

• An optional description, reference, and comment.

• Order details.

Use the detail grid of the Order tab to:

• Add item and miscellaneous-charge detail lines.

• Edit or delete existing detail lines.

• Specify ordered quantities.

• Specify prices.

• Specify shipped quantities.

• Add optional fields.

• Open a separate detail entry form that to change tax information for a selected detail, and to view all the information for a detail without having to scroll sideways (press F9).

At the bottom of the Order tab, the program displays quantities for the location specified on a selected detail line and for all locations.  

You can check expected arrival and shipping dates by clicking the drilldown buttons to viewing the details for items on sales order, on purchase order, and committed to orders.

You can also use the Location Finder on a selected detail line to display quantities for other locations.

For information about another tab, click its name:

 

Customer	Taxes	Retainage	Optional Fields
Sales Split	Rates	Totals

Click these buttons for more help:

 

Finder

Drill Down

or Zoom

Drop-Down Lists

See also

 

Order Entry — Items/Taxes form

Order Entry form — overview

Printing Order Entry forms