Welcome! Presenter: Jeff Weaver. Major Topics To Be Covered In This Presentation Sales Order Entry...
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Transcript of Welcome! Presenter: Jeff Weaver. Major Topics To Be Covered In This Presentation Sales Order Entry...
Major Topics To Be Covered In This Presentation
• Sales Order Entry• Hold for PO Orders• Bill Complete Orders• Multi-SKU Entry• Embellishments• Line Item Routing
• Inquiring on Sales Orders
Sales OrdersSales Orders
Major Topics To Be Covered In This Presentation
• Make PO’s from Cust. Orders
• Fulfillment/Shipping of Sales Orders
• Open Item Statements and AR Aged Trial Balance
• Receiving Payment from Customers
Sales OrdersSales Orders
Sales Order Entry
• Customer Tab
• Select and Existing Customer or Create a New Customer
• Select the Ship To for the Order being Created
• Select the Salesperson receiving credit for the particular sale
Sales OrdersSales Orders
Sales Order Entry
• Header Tab
• Able to Modify Existing Orders• Select a pre-defined Order Type or Receipt Category• Select what Store the Order is being processed under• Enter a Ref ID or Customer PO#• Select the Shipping Method and/or Calculate Freight• Enter up to 3 Sales Order Notes• Select Hold for PO# or Bill Complete
Sales OrdersSales Orders
Sales Order Entry – Hold for PO#
• Able to default based off the CustomerAccount Tab > Require PO# on All Purchases
• Affects of HFPO• Invoice Printout – Message “ Holding for P.O.”• Statement – Does not print on Customer’s Open Item
Statement until the PO# is assigned• AR Aged Trial Balance – Will Print, but does not age
until a PO# is Assigned• Able to Search for Sales Orders and Invoices setup as
HFPO• Applying a PO# and Changing Invoice Date
Sales OrdersSales Orders
Sales Order Entry – Bill Complete
• Able to default based off the CustomerAccount Tab > Invoice Only When is Complete
• Affects of Bill Complete• Partial Shipment – Does Not Print Invoices• Completed Shipment – Only One Invoice Will Print• Statement – Does not print on Customer’s Open Item
Statement until all the Merchandise is Shipped• AR Aged Trial Balance – Will Print, but does not age
until completely shipped• Invoice Date is the date of the last shipment that
completes the order
Sales OrdersSales Orders
Sales Order Entry
• Details Tab
• Lookup or Create New Items or SKU’s• Able to see qty’s from other locations• Ability to Copy Old Sales Orders to a New Sales Order
(Re-Ordering Purposes)• Ability to Recall a Quote entered through the POS• Add Line Notes to a particular line on the Sales Order• Able to use a pre-set Wholesale Price for the entire
Sales Order• Able to Save without a Deposit
Sales OrdersSales Orders
Sales Order Entry – Multi SKU Entry
• Multi-SKU Entry
• Able to Define Total Qty for an Entire Style• Validates the Qty’s for Each SKU of the Desired Style
Equal the Total Qty entered• Ability to Change Price and Commission Cost for all
SKU’s under a Particular Style for that specific Sales Order
• Ability to Change the Unit of Measure for ALL SKU’s under a particular style
• Able to adjust the Price and Commission Cost for particular SKU that Requires up-charges
Sales OrdersSales Orders
Sales Order Entry – Embellishments
• Customizable
• Create Custom Work – Button Selection in Embellishments
• Setup Custom Elements - Non-Inventoried Items• Create Custom Details – Selection for Non-Inventoried
Items• Create Custom Groups – Assign to Blank Inventoried
Item on Sales Order
Sales OrdersSales Orders
Sales Order Entry – Embellishments• Entry Process
• Enter Blank Item Defined with a Custom Group
• Select the Type of Work being performed (Custom Work)
• Select the Desired Element being performed on the Blank Item in order to add the Style to the Sales Order
• Select the various options setup for that particular Element/Service.
• Add the Element/Service to the Sales Order and change the Qty if needed.
Sales OrdersSales Orders
Sales Order Entry – Line Item Routing
• Line Item Routing
• Enter Routing on a specific line item• List current Routing entries• User Defined Operations• Text for Location and User ID• Date In/Out Selection• Qty In/Out Selection
Sales OrdersSales Orders
Sales Order Entry
• Payment Tab
• Able to define Deposit amount being entered
• Select the desired Tender
• View the current Deposits if modifying a Sales Order
• Save the Sales Order with a Deposit
Sales OrdersSales Orders
Inquiring on Sales Orders
• Sales Back Office > Sales Orders > Sales Orders
• Search based off multiple search criteria
• Able to View/Edit Sales Orders
• Print/Email Sales Orders
• View Line Notes and/or Routing
Sales OrdersSales Orders
Make PO’s from Cust Orders
• Search based off multiple search criteria• Able to search for Sales Orders or Special Orders only• Select Items and “Make PO” or “Add to PO”
• Order Qty is defined from Enterprise Setting• Available• On Hand• Expected• Ignore Qty’s (6.3+)
Sales OrdersSales Orders
Fulfillment/Shipping
Fulfillment > Sales Order Invoicing > Perform Shipping
• Enter the Qty of the items being shipped if partial shipment
• Ship All in order to avoid manual entry• Able to adjust or check freight amount if needed• Apply Available Deposits• Enter remaining payment or charge Customer’s Account
Sales OrdersSales Orders
Fulfillment/Shipping
• Hold for PO #• Able to Partially ship a sales order• Sales Order Invoice will display with a “-0, -1, etc.” at
the end of the invoice # for each shipment• Holding for PO# will print on the invoice if HFPO is
flagged and the PO# has not been entered.
• Bill Complete• Able to Partially ship a sale order• Invoice will not print for Partial Shipment• Completed Invoice will print “-0” at the end for all
Merchandise• Last Shipment date is the Invoice Date
Sales OrdersSales Orders
Fulfillment/Shipping
• Invoice List
• Search for Sales Order Invoices based off multiple criteria
• Print selected Invoices• View Invoices• Assign PO# on an Invoice• Change an Invoice Date
Sales OrdersSales Orders
Statements and AR Aged Trial Balance
• Open Item Statement – Accounts Receivable > Open Item > Open Item Statement• Hold for PO# - Does not print on customer’s Open
Item Statement until the PO# is assigned• Bill Complete – Does not print on customer’s Open
Item Statement until all merchandise is shipped
• AR Aged Trial Balance – Analysis > Analysis > Accounts Receivable > AR Aging Trial Balance• Hold for PO# - Invoice prints, but does not age until a
PO# is assigned• Bill Complete – Invoice prints, but does not age until
completely shipped
Sales OrdersSales Orders
Receiving Payments from Customers
POS > Payin on Account
• Select the Customer making the Payment
• Select the Tender Method and enter the amount being paid
• Select Bills Tab• Select the Invoices that are being paid• Able to change the amount being applied by changing
the “Applied Amount” field
Sales OrdersSales Orders