Home » Categories » Solutions by Business Process » Order Processing and Invoicer » Sales Order Processing / Telesales

Order Entry

Datafile Software

Order Entry

You use this part of the system to enter new orders, amend existing orders, view orders, change the status of orders, replicate orders, and delete orders. Your choices are as illustrated below:

These options in summary are:

ADD – Enter a New Order. You enter new orders here, both header and detail lines.

UPDATE – Amend an Existing Order Header. This lets you change just the data in the header.

DETAILS – Change Order Details. This lets you add or amend order details for existing orders.

VIEW – This lets you view the order header (though not the details)

STATUS – You use this option to change the status of your orders – Quote to Active, Active to Hold and back again, etc.

DELETE – You use this option to delete an order.

FORMS – Quick Forms are designed to speed order entry when orders are commonly entered for standard sets of stock items. This option allows you to define the sets of items available.

REPLICATE – You use this option to copy an existing order as a new order.

Custom Fields
  • Release ID: Standard
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Extra Lookup Options in Order Detail Input
Viewed 2032 times since Wed, Jun 13, 2012
Header Optional 3
Viewed 2053 times since Wed, Jul 4, 2012
Apply Delivery Charge if Below Minimum Order Value
Viewed 2480 times since Wed, Jun 13, 2012
Link to Job Costing
Viewed 2065 times since Tue, Jul 3, 2012
Report on Order Status
Viewed 1769 times since Tue, Jul 3, 2012
Additional Deposit Processing Print Items (SOP Only)
Viewed 1923 times since Wed, Jun 13, 2012
Use Standard Account / Stock Maintenance Screens
Viewed 2045 times since Tue, Jun 12, 2012
Document Processing – Quantity Validation on Order Acknowledgements
Viewed 299 times since Tue, Oct 22, 2024
E-Mail Settings - Document Design Manager
Viewed 2882 times since Wed, Jul 4, 2012
SOP Accessories Reports
Viewed 1804 times since Tue, Jul 3, 2012