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  13. Book sales order lines...

Book sales order lines from previous orders

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  1. Select the Work with sales order menu item and go to the Order lines panel.
  2. On the Order lines panel, click the Smart order entry function key.
  3. You access Smart sales order entry, Prev ord where the order lines for the customer’s previous order are displayed.

    4. Find other orders
    You can search for any other order lines for an order by clicking the Fnc list function key and selecting that applicable:

    • Previous to go back one previous order
    • Next to advance to the next order which was previously entered for the customer.

      • Note: The previous orders are retrieved in numerical order.

    View different info
    You can also click the Shift info function key to view different sets of information for the order line:

    • In default mode: Item, Order number, Line, Order quantity and Warehouse.
    • After clicking Shift info once: Item description and Dispatch date.
    • After clicking Shift info twice: Price sold (excluding discount), Current selling price (excluding discount), Price unit, Profit margin (of current price), Available quantity and Unit. The system calculates the profit margin as follows:
      (Net sales – cost) / Net sales

    Change info
    You can change information in the following fields:

    Order qty
    Enter the quantity you want to book for the line.
    Whs
    Enter the warehouse from which the item shall be picked and shipped. Tip: If you want to ship all lines from a single alternate warehouse, enter the warehouse code in the Whs field on the bottom of the panel and click OK. The warehouse for each line will change to this warehouse. Note: If you want the system to retrieve a new warehouse automatically when a sales order line is entered, you must delete the code displayed in the Whs field and click Acc all or Acc mark.

    Book lines
    When you are ready to book you have two options. You can:

    1. Select the order line(s) you want to book and click Acc mark, or
    2. Book all lines (Do not mark any lines and click Acc all).

    Note: If errors occur while booking the order line(s), the system first displays the Order line, main info panel and highlights the error. After correcting the error, you return to the Smart sales order entry session where processing of the order line(s) can continue. If there are no errors, the system updates the lines on the Order line entry panel, but you remain in the Smart sales order entry session.

    Click Back to exit the Smart sales order entry session. You will see the lines on the Order lines panel. You can now continue with the order line processing as usual. (See About sales order entry).

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