OTOrder Tracker

Index

Principal Customer City State Zone Template Charge Create Order Order Details Phase Order Status

Phase Wise Search Close Order Search

Follow the steps below.

Step 1: Click on Master -> Principal.

Open the Principal Information Screen.

Step 2: Write the ‘Name, Address, City, Country, Contact

Name, Contact Designation, Pin Code, Fax, Phone1,

Phone2, E-mail Address’.

Step 3: Click on SAVE button, Message is display ‘Supplier

added successfully’, Click on OK button. Principal

Information is thus Saved.

Step 4: Click on CLOSE button to close the Principal

Information Screen.

PrincipalCreate New Principal Information

Customer

Follow the steps below.

Step 1: Click on Master -> Customer. Open the Customer Information Screen.

Step 2: Write the ‘Name, Address’.Step 3: Select the ‘City’.

If you want to add New City & State then Click on City(+) Sign.Step 4: Write the ‘Pin Code, Fax, Phone1, Phone2, E-Mail’.Step 5: Select or Write the ‘Category’.Step 6: Select the ‘Zone’.

If you want to add New Zone then Click on Zone(+) Sign.

Step 7: Click on SAVE button, Message is display ‘Customer Saved successfully’, Click on OK button, thus Customer Information is Saved.

Step 8: Click on CLOSE button to close the Customer Information Screen.

Create New Customer Information

Follow the steps below.

Step 1: Click on Master -> City.

Open the City Information Screen.

Step 2: Write the ‘City Name’.

Step 3: Select the ‘State Name’.

If you want to add New State then Click on State

Name(+) Sign’.

Step 4: Click on SAVE button. Hence City Information is

Saved.

Step 5: Click on CLOSE button to close the City

Information Screen.

CityCreate New City Information

Follow the steps below.

Step 1: Click on Master -> State.

Open the State Information Screen.

Step 2: Write the ‘State Name’.

Step 3: Click on SAVE button to add the new State

Information.

Step 4: Click on CLOSE button to close the State

Information Screen.

StateCreate New State Information

ZoneCreate New Zone Information

Follow the steps below.

Step 1: Click on Master -> Zone.

Open the Zone Information Screen.

Step 2: Write the ‘Zone ID, Zone Name’.

Step 3: Click on SAVE button. Zone Information is thus

Saved.

Step 4: Click on CLOSE button to close the Zone

Information Screen.

Template

Follow the steps below.

Step 1: Click on Master -> Template.

Open the CreationTemplate Screen.

Step 2: First Select the Phase.

Step 3: Click on BROWSE(---) button, Select the file.

Step 4: Click on SAVE button, Message is display ‘Template

Saved Successfully’, Click on OK button, thus

Template is Saved on Selected Phase.

Step 5: Click on CLOSE button to close the Creation

Template Screen.

Create New Template

Follow the steps below.

Step 1: Click on Master -> ChargeMST.

Open the Charge Information Screen.

Step 2: Write the ‘Charge Name’.

Step 3: Select the ‘Charge Action’,

Charge Action (+) : Add the Charge in Total value.

Charge Action (-) : Subtract the Charge in Total

value.

Step 4: Click on SAVE button. Hence Charge Information is

Saved.

Step 5: Click on CLOSE button to close the Charge

Information Screen.

Create New Charge Information

Charge

Create Order

Follow the steps below.

Step 1: Click on Order -> Create Order or Click on Create Order. Open the Create Order Screen.

Step 2: Change the Our ‘File No.’ & Select the ‘File Creation Date’.Step 3: Write the Customer ‘Order No.’, Write or Select

the ‘Order Type’ & Select the ‘Order Date’.Step 4: Select the ‘Principal’, Write the Principal

‘Quotation No.’ & Select the ‘Quotation Date’. If you want to add New Principal then Click on

Principal(+) Sign.

Step 5: Select the ‘Customer Name’ & Change the ‘Address’.

If you want to add New Customer then Click on Customer Name(+) Sign.

Step 6: Write the Our ‘Quotation No.’ & Select the ‘Quotation Date’.

Step 7: Click on ORDER DETAILS button. Open the ‘Order Details’ Screen. Fill & Save the

Information in Order Details Screen & Close the Order Details Screen.Step 8: Click on SAVE button, Message is display ‘Order Saved Successfully’, Click on OK button, thus

Order is Saved & Order Details Screen is Close.

Create New Order

Order Details

Follow the steps below.

Step 1: Click on Order -> Create Order or Click on Create Order. Open the Create Order Screen. Fill the Information in Create Order screen.

Step 2: Click on ‘Order Details’ button. Open the Order Details Screen.

Step 3: Write the ‘Part No., Part Name, Quantity, Price, Units’.

Step 4: Write the ‘Payment Terms, ICA Payment Terms, Remark’.Step 5: Select the different Charges & Write the

Corresponding amount in Column.

Step 6: Select ‘Currency & INCO Terms’.Step 7; Write the ‘ICA Commission’.

Step 8: Click on SAVE button, Message is display ‘Order Details Saved Successfully’, Click on OK button. Order Details is thus Saved.

Step 9: Click on CLOSE button to close the Order Details Screen.

Create New Order Details

Phase

Follow the steps below.

Step 1: Double Click on Selected Order. Open the Phase Details Screen.

Step 2: Right Click on the Selected Phase and Click on Add or Double Click on Phase for which you want to Add Details.

Step 3: Click on SAVE button. Hence Selected Phase is Saved.

Step 4: Click on CANCEL button, Not Save the Phase Information.

Step 5: To Modify the Previous Details. 1. Select the Phase for which to Modify, 2. Select the Phase Details from Previous Communication, 3. Right Click on Selected Phase & Click on Modify, Make the Changes & Click on

Save button to Save the Phase Details.

Step 6: Click on CLOSE button to close the Phase Details Screen.

Create New Phase

Order Status

Follow the steps below.

Step 1: To Modify or Delete the Order Select the Order, Right click on selected Order -> Modify Order or Delete Order.

Step 2: To see the different Reports (Condition Sheet or Commission Working Sheet or Order Principal Summery or Order Sheet) of Order. Select the Order, Right click on selected Order -> & choose any 1 Report.

Step 3: To create New Notes. Select the Order, Right click on selected Order -> Add Notes. Open the Notes Screen.

Step 4: Write the Note.

Step 5: Click on SAVE button, thus Note is Saved & Screen is Close.

Step 6: Click on CANCEL button, Note Screen is Close.

Step 7: To create New Document. Select the Order, Right click on selected Order -> Add Document or Click on Attach Scanned Copies. Open the File Dialog box.

Step 8: Select the file & Click on OPEN button. Attach the Document for Order.

Step 9: To see the Order Status Report, click on PRINT button.Step 10: Click on HISTORY button,

See the Phases for Selected Order.Step 11: Click on NOTES button,

See the Notes for Selected Order.Step 12: Click on DOCUMENTS button,

See the Attach File for Selected Order.

Use of Main Screen

Phase Wise Search

Follow the steps below.

Step 1: Click on Queries -> Phase Wise Order Search

or Click on Search -> Phase Wise Order Search.

Open the Phase Wise Search Screen.

Step 2: Select Phase Name, To display the Order for

Waiting Stage of Phase.

Step 3: Click on PREVIEW, To display the Report for

Waiting Stage of Phase Order.

Step 4: Click on CLOSE button to close the Phase Wise

Search Screen.

Search the Order Phase Wise

Close Order Search

Follow the steps below.

Step 1: Click on Queries -> Order Closed or Click on Search -> Order Closed. Open the Order Closed Screen.

Step 2: Date wise Search the Closed Order, To Select the ‘From Date & To Date’.

Step 3: Customer & Principal wise Search the Closed Order, To select the ‘Customer Name & Principal’.

Step 4: There fore ‘2’ types of Report. 1. Summery :- Order Summery is display. 2. Details :- Whole Order Information is display.

Select any 1 option given above & Click on PREVIEW button, To display the Report of above mention type.

Step 5: To see the Orderwise Phase Details Report, Select the Order, Right Click on Selected Order -> Order Detail Status Report.

Step 6: Click on CLOSE button to close the Order Closed Screen.

Search the Closed Order

Customer Search

Follow the steps below.

Step 1: Click on Queries -> Customer Search or Click on

Search -> Customer Search.

Open the Search Customer Screen.

Step 2: Customer can be searched by selecting State,

City, Category.

Step 3: To search by Customer Write the ‘Customer ID’

or Click on ‘Customer Search’ button & Select

the Customer.

Step 4: While clicking on Reset All Search Criteria

button We can reset all search criteria's given

before.

Step 5: To Modify the Customer

Select the Customer, Right click on selected

customer -> Modify Customer.

Search the Customer

Principal Search

Follow the steps below.

Step 1: Click on Queries -> Principal Search or

Click on Search -> Principal Search.

Open the Search Principal Screen.

Step 2: See the all Principals.

To modify the Principal

Select the Principal, Right click on Selected

Principal -> Modify Principal.

Search the Principal

Order Value Commission

Follow the steps below.

Step 1: Click on Queries -> Order Value Commission or Click on Search -> Order Value Commission. Open the Order Value Commission Search Screen.

Step 2: Customer & Principal wise search the Order Value Commission, to select the ‘Customer Name & Principal Name’.

Step 3: First Check the Date Wise Search. Date wise search the Order Value Commission, to select the ‘From Date & To Date’.

Step 4: Click on Preview button, to display the Report for Order Value & Commission.

Step 5: To see the Order Wise Phase Details, Select the Order, Right click on Selected Order -> Orderwise Phase Details.

Step 6: Click on Close button to close the Order Value Commission screen.

Search the Order Value Commission

Order Registered

Follow the steps below.

Step 1: Click on Queries -> Order Registered or

Click on Search -> Order Registered.

Open the Order Registered Search Screen.

Step 2: Customer & Principal wise search the Order

Registered, to select the ‘Customer Name &

Principal Name’.

Step 3: First Check the Date Wise Search.

Date wise search the Order Registered, to

select the ‘From Date & To Date’.

Step 4: Click on Preview button, to display the Report

for Order Registered.

Step 5: To see the Order Wise Phase Details,

Select the Order, Right click on Selected

Order -> Order Wise Phase Details.

Step 6: Click on Close button to close the Order

Registered screen.

Search the Order Registered

Order Search

Follow the steps below.

Step 1: Click on Queries -> Order Search or Click on Search -> Order Search. Open the Order Search Screen.

Step 2: Order Type, Zone, Customer & Principal wise search the Order, to select the ‘Order Type, Zone, Customer Name & Principal Name’.

Step 3: There fore 3 Options for Report Search Criteria. 1. Customer Wise :- Only see the Customer Name wise

Order. 2. Principal Wise :- Only see the Principal Name wise Order. 3. Both :- See the both (Customer & Principal) wise Order.

Step 4: First Check the Date Wise Search. Date wise search the Order, to select the ‘From Date & To Date’.

Step 5: There fore 3 Options for Order Status. 1. Close :- Only see the Close Order. 2. Open :- Only see the Open Order. 3. Both :- See the both (Open & Close) Order.

Select any 1 option given above & Click on PREVIEW button, To display the Report of above mention type.

Step 6: To see the Orderwise Phase Details Report, Select the Order, Right Click on Selected Order -> Orderwise Phase Details.

Step 7: Click on CLOSE button to close the Order Closed Screen.

Search the Order