Transactions | Customers | 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 use 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 select Delete (F6).
Product quantities will be updated with ordered, backordered and reserved quantities.
You can set up a number of options, messages and password controls for Customer Order Entry in Setups | Customers | Options | Invoicing Options. For example, you can choose 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; you can choose whether to allow users the option to read in any existing transactions for a customer when they start entering an order.
Generating picking slips and/or delivery dockets
You can automatically produce picking slips and/or delivery dockets when you complete an order. To do so, choose Reports | Customers | Documents | Picking Slips (or Delivery Dockets) and on the Sequence tab set Automatic Mode to Yes.
See also Shipping orders
Producing invoices from orders
To produce invoices from orders, select Transactions | Customers | Invoices | Generate from Orders.
Order-entry screens are designed in Customer Order Screen Design (Setups | Customers | Screen Designer | Order).
You can use Attaché Document Management (formerly Attaché Alex) to automatically email customer orders to your customers when you create them. You can also set up an online Using BizDocs Outbox to track and manage your sent documents, and your customers can set up a Using BizDocs Inbox to receive and store documents that you send them.
Order confirmation form layouts
Order confirmation form layouts are designed in Customer Order Confirmation Form Design (Setups | Customers | Forms Designer | Order Confirmation).
REF: ID 107 | MOD 2 INVMODS | WHLP | 291017
Tip: The Send Confirmation? check box allows you to choose whether to send an order confirmation to the customer (and/or print one).
If you choose Yes, the order confirmation is processed when you accept the order, as follows: