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  13. Book sales order lines...

Book sales order lines from historical data

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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 Smart order entry.
  3. On the Smart sales order entry panel, click the History tab.
  4. You access Smart sales order entry, History. When you first access this panel, the system displays the last entered order line, per item, for the customer. Tip: The Last sale field is set to YES by default, meaning the last sale per item is displayed. If several order lines exist for an order, the last order line entered for the order is displayed. Set this field to NO to display all sales for the item.

    5. Use the following selection fields to narrow down the selection of orders to be displayed:

    Item
    Start
    End

    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 qty and Whs.
    • After clicking Shift info: Item description and Dsp date
    • After clicking Shift info a second time: Price sold, Curr price, Margin, Avail qty 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 Accept all or Accept marked.

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

    1. Mark 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 any 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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