Orders

Overview

Order Overview

General Order Information

External Document Management
Order Entry Shortcuts
Order Shipping Labels
Order Quotes
Order Types
RETURN REASONS
SOURCE FIELD – CUSTOMER, ORDER, INVOICE

Order Inserts, Edits, Deletes, and Cancels

CANCEL AN ORDER
CHANGE ORDER NUMBER
DELETE ORDER WITH NO NUMBER
Locked Order
ORDER ENTRY – ADD LINE TO ORDER
Reinstate a Cancelled Order

Order Processes

ORDERS – MULTIPLY – Distribute Bulk Orders
Order Entry by Scanning
ORDER CUSTOM INFORMATION
Order Stages (Custom Order Tracking)
Order Stages (Set up)
Purchase Order – Customer Order Link
Purchase Order – Customer Order Link Batch
Quantity Based Price Levels – PF7
EXPORT – IMPORT FOR BATCH UPDATE
COMBINE ORDERS AND BACKORDERS

Order Searches

Search for Orders with Terms set for On Hold
Orders with Terms dictating the On Hold status
Search for Orders Marked as On Hold
Orders with a check placed in the On Hold checkbox in the Info window, regardless of Terms