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.
Article ID: 1414
Created On: Tue, Jul 3, 2012 at 11:43 AM
Last Updated On: Wed, Jun 14, 2023 at 5:16 PM
Online URL: https://kb.datafile.co.uk/article/order-entry-1414.html