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Customer Order Entry

Customers | Transactions | Orders | Create or Modify

Customer Order Entry allows you to create customer orders and modify active orders, that is, orders that have not been fully invoiced. All order details, except the Customer Code, can be modified.

Customer orders consist of several sections, including header and body, which includes various line types. You can choose Import (F11) to insert lines from various document types, such as quotations or existing orders, or from kits (which are lists of products and/or services).

An order can be deleted at any stage, including after it has been accepted (unlike customer invoices), as it does not affect the amount you are owed by your customer. You don't have to delete each line individually on an order as the lines don't post to sales analysis or general ledger. To delete an order, accept the header to display the lines then return to the header and choose Delete (F6).

Product quantities will be updated with ordered, backordered and reserved quantities. See Creating customer orders. 

Tip: The Send Confirmation? check box allows you to choose whether to send an order confirmation to the customer and/or print. If you select Yes, the order confirmation is processed when you accept the order, as follows:

  • If you are modifying an existing order, you are prompted to choose whether you want to process the order confirmation again. If you select No, processing of the order confirmation stops. If you choose Yes, you are prompted to choose a printer for a printed copy of the order confirmation. If you do not want a printed copy, click Cancel.
  • The order confirmation is sent via Attaché Document Delivery (Alex).

Invoicing Options

You can set up a number of options, messages and password controls for Customer Order Entry in Setups | Customers | Options | Invoicing Options. For example, there is the option to display a warning if there is insufficient stock available or if the customer has exceeded their credit limit. You can apply a password level to allow only authorised users to enter transactions for In-Dispute customers or to access customised customer transaction-entry screens. There is also the option to allow users to read in any existing transactions for a customer when they start entering an order.  See Customer Invoicing Options

Generate picking slips and/or delivery dockets

You can automatically produce picking slips and/or delivery dockets completing an order via Reports | Customers | Documents | Picking Slips or Delivery Dockets. On the Sequence tab set Automatic Mode to Yes. See also Shipping orders.

Create invoices from orders

To produce invoices from orders, choose Transactions | Customers | Invoices | Generate from OrdersSee also Generating invoices from orders.

Order-entry screens

Order-entry screens are designed via Setups | Customers | Screen Designer | OrderSee also Creating and managing screensCreating multiple screen layouts, and Setting up user-specific transaction entry screens.

Send documents

Attaché Document Management can be used to automatically email customer orders to customers. You can also set up an online BizDocs Outbox to track and manage your sent documents and your customers can set up a BizDocs Inbox to receive and store documents sent to them. See Attaché Document Management (Alex) and Sending documents.

Order confirmation form layouts

Order confirmation form layouts are designed via Setups | Customers | Forms Designer | Order Confirmation. See Creating a new customer or supplier form.

REF: ID 107 | MOD 2 INVMODS | WHLP | 150819

Related topics

Customer Order Lookup

Customer Invoicing Options

Turning a quotation into an order

Customer Standing Order Entry

Outstanding Orders Report

Product Status By Date Report