Forms – Define a Quick Form (Diamond and Premier only)

Quick Forms are pre-defined templates for speeding up order entry. The FORMS option allows you to define the templates for use within order entry. On selection of the Forms option the list of existing forms is displayed for you to amend, selecting the unused entry creates a new form template.

When you select an entry to amend/add you are prompted for the form title and initial set-up parameters.

Code for this Form

Enter the short code to identify this form (<F4-Select> is available to view how the existing records are identified). The code must match the format defined in the installation.

Title for this Form

Enter the title description for the form.

Which Price No

You can define a form to always use a particular price band (i.e. one of the nine stock prices) as opposed to using the price band of the customer.

Use Bundle Pricing

Setting this option accumulates the prices of all the individual entries on the form against the first entry

Once the form header details have been entered you will be prompted

Respond ‘Yes’ to enter the form details, ‘No’ returns you to the quick form list.

Update – Enter the Quick Form Details

Selecting UPDATE allows you enter the stock details that make up the quick form. You can move up/down the list using the up and down arrow keys, <Home> takes you to the first entry and <End> the last entry.<Insert> allows you to enter a new line, <Enter> edits an existing entry and <Delete> removes the entry from the quick form. Finally <F5> allows you to select an entry in the list and move it to an alternate position.

When entering an entry line you are prompted for the following:

Code

Select the stock code for this entry, <F4-Select> is available.

You can choose to use wildcards in the stock code entry. For example if using a structured stock code (say) CH0167/A for a teak chair, CH0167/B for a mahogany chair, and so on, you can enter CH0167*. The quick form will automatically expand (either within the definition or at run-time) to include all stock codes that match the entered code for you to select from. Note you can only use wildcards at the end of the entered code.

You can also choose to include a pre-existing form within the form definition. As an example if selling a computer system you may have one form for the pc itself with options for increased memory or hard disk space, and an overall form for the computer system containing a monitor, printer and the form for the pc. Press <F7-Option> to switch to selecting a quick form and then use <F4-Select> to choose the form (Press <F7> again to revert to selecting a stock code).

Description

The stock or quick form description is displayed for reference purposes.

Price-Detail

If using bundle pricing the first line is set to ‘B-bundle’ automatically, otherwise you can select from the following:

S-Standard Order Price – use the normal price for the customer (or price band as set in form header) when details are created from this form.

Z-Zero Price – set the price as 0.00 for this entry

E-Enter Price – enter the price to use within the quick form.

Price

If using bundle pricing the first entry is the entry to which the prices of the details are accumulated. You can also set a base price against this item which the price of the additional details is added to. Alternatively if the price-detail is set as ‘E’ you can enter the price to use.

Quantity

Enter the default quantity to use for this entry; this can be amended when order details are created from the quick form.

Once all required details are entered press <ESC> to return to the list of details and <ESC> again to return to the quick form options.

Print – Print the Form Template

This option allows you to print the form template for review.

Save

This option saves the form template

Clear

This option removes all entries from the form template

Sort

This option allows you to sort the entered details into a set sequence. You are prompted to select up to four items from the stock file to sort the entries in and then to select whether the details are sorted in ascending or descending order.

Exit

Exit takes you out of the form detail back to the list of forms. If you haven’t saved the changes to the form you are prompted to save before exit – ‘Yes’ to save, ‘No’ to abandon changes.