Enter Customer Order

Use the menu Enter Orders With Agreement Type

Entering Order from Customer

  1. In the top section of the screen, select the Customer, Delivery Date and other default field values for all the order items that will be entered.

  2. Click on the Add button under the Order Items section.

    1. A new order item will be added, the Customer, Delivery Date and other default selections entered in the previous sections will be prefilled.
    2. Choose the customers' ordere Product from the drop down
    3. select 'Sch Type' drop down as 'Scheduled' if it is one time order, 'Open' if it is a price agreement against which customer will send schedules later.
    4. Select the Disptatch Location for the order
    5. Enter ordered quantity in Quantity by clicking the Sel button.
    6. Enter 'Excess Pct` as the maximum excess percentage that the customer will accept against this order. Enter 0, if customer will not accept excess.
    7. Enter the unit Price.
    8. Choose HSN, Tax rate, Delivery Location
    9. Enter Delivery From,Deliver By dates and `Remarks' if any.

    Click om `Add' button to enter additional order items.

  3. Once all order items have been entered, scroll down to the Orders sections. One or more rows would have been added in this section for each unique customer for which order items have neem entered.

    1. Enter Customer Po Number',Customer Po Date, chooseSales person' and other optional fields like Remarks, T & C and other fields.

  4. Once all details have been entered, verify the details using the Preview that is shown. Once all entries are verified, click on the Submit for Approval button to save the order and send it for approval. If you would like to save it first and then review and then submit for approval, click on Save and keep under preparation or Preview and Save buttons.