Manual Orders: Items

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Overview

This is the second phase of entering a new Manual Order into the system.

Select one or more products to add to the order.

If you make manual changes to an item's route, be aware that any subsequent change made to any item's Quantity causes the program to automatically update the routing information for all items in the order. The program displays an informational message to bring this to the user's attention.    

Select the links across the top of the screen to step through each phase of placing a manual order. Using these links, it is possible to jump between different phases, out of their normal sequence.

Another method of navigating between phases is to use the "Continue to.." or "Back to..." buttons at the bottom of each section, however, they only follow the normal sequence of steps.  

Description of the Manual Orders: Items screen

Add Item(s)

• opens the Manual Orders Add Items screen
• select one or more items from that screen to add them to the order

View Quantities/Route

• opens the View/Edit Route screen
• displays the items and the warehouse(s) automatically assigned to fulfill the order
• it is possible to manually override the default route assigned by the program if the item is stored in more than one warehouse and there is sufficient QOH
• if the order contains a back ordered item the route is not assigned until the back order is filled at Process Orders or Fill Backorders

Line Items

• this area displays the list of items that have been added to the order
• includes the SKU, Product Description, Quantity, Price and Extended Total for each line item in the order
• if an item is backordered, the SKU and Product Description fields background color is RED  
• if an item is drop-shipped, the backgrounds of the SKU and Product Description fields is BLUE

• view the product inventory record of the line item
• view items listed as cross-sell products for the line item
• view warnings related to the line item
• view open purchase orders that contain the line item
• edit the quantity of the line item to order
• delete the line item from the order; the program prompts for confirmation

Back to Customer

• select this to return to the previous screen in the Manual Orders process

Continue to Billing

• select this to move forward to the next screen in the Manual Orders process

Manual Orders

View/Edit Route

Created: 3/5/12

Revised: 8/19/15

Published: 08/19/15