Sales Order Entry Automatically Generating a Purchase Order Entry Agenda

Transcription

1 Sales Order Entry Automatically Generating a Purchase Order Entry Agenda Filling out Location Retrieval o Selling Warehouse o Department o Cost Center Filling out Sales Order Entry o Prelude generates new P/O number o Enter Customer by Customer number or name Filling out the Sales Order Header Screen o S/O Type Regular Ship Complete Direct Ship Counter Invoice Confirmation Return Goods o Customer Information Contact name Customer P/O # Customer Release # Job Number o Ship Via F3 for options o Freight terms F3 for options Filling out the Sales Order Entry Screen o Enter product(s), quantity and price o Select Yes to automatically generate a Purchase Order for product(s) entered o Select No when the Sales Order can be linked to a stocking Purchase Order o Enter Asterisk codes Fill out description Enter product cost o Entering Freight Type in FRT as a line item With cursor under Gross Price, enter the amount the customer will be billed by us Under the A category, type in S under the A and press Enter Enter the Product Cost which will be the cost we will be billed from the carrier

2 o F2 to save the Sales Order Entry, and Enter on Complete o Enter when No is highlighted to release order for invoicing o Enter when Yes is highlighted to proceed with Purchase Order Update o F5 to Edit Filling out Purchase Order Header Screen o Enter Buyer o Enter Ship Via o Enter Freight Terms o Enter FOB Desc o Add notes if needed by typing in C on a new line o F2 to save Purchase Order Enter freight amount carrier will be billing us o F2 to save Submit to Vendor

3 Purchase Order Entry (Sales version) Entering a Sales Order entry that will automatically generate a Purchase Order Entry. Type /SOE to open Sales Order Entry screen Type in the Selling Warehouse, Department number (099 for a salesperson) and Cost Center (salesperson s sales number) 1

4 The Sales Order Entry Screen appears. Prelude generates the Order Number after Enter is pressed. Type in the Customer for the order. Verify the information is correct then press Enter The Sales Order Header screen appears. Pressing F3 will list options for each line 2

5 A contact name should be entered, Customer P/O# and Job Number should be entered. The more information that can be entered the better. Press F3 on the Ship Via line for options and press Enter for options. Press Page Down key to scroll through the list: Press F3 on the Freight Terms line for options and press Enter for options. Press Page Down to scroll through the list of options: 3

6 The Sales Order Header screen completed. Press F2 to save: The Sales Order Entry screen appears. This is where the product(s) will be entered that the customer is purchasing: 4

7 Enter the product number and press Enter. Type in the quantity in the Line Item Detail box: Pressing Enter will bring the Cost Prompt screen to appear. Press Enter if the Product Cost is Correct: 5

8 The screen appears asking if you wish to automatically generate a Purchase Order for this Product. Since this is a Direct Ship, arrow over to YES and press Enter with YES highlighted in blue. If this Sales Order were shipping with a stocking order to the warehouse selected, press Enter when NO is highlighted in blue. The Sales Order can then be linked to a Purchase Order placed for stocking products. Press F2 to save as long as the Automatic Purchase Order Vendor is correct 6

9 Asterisk (*) codes are used for Non-Stock items. Typing in *ACO FLOOR DRAIN on this Sales Order will bring up this Product Description Screen. Fill out the description. Press Enter when the description line is filled out Type in the Product Cost then press Enter: 7

10 Type in the quantity needed then press Enter Press Enter until the cursor is under the Gross Price listing and enter the selling price and press Enter: 8

11 Type in the Product Number and weight in the N/S Additional Information box and press Enter: Arrow over to highlight YES to automatically generate a Purchase Order: 9

12 ACO charges for pallets, so a new line item need to be created with the code *ACO FLOOR DRAIN. Fill out the description with pallet charge : Enter product cost: 10

13 Press Enter so the cursor is under the Gross Price and enter the selling cost. Press Enter: Arrow over to highlight YES to automatically generate a Purchase Order and press Enter: 11

14 Type in FRT for the next line item and press Enter. With the cursor under the Gross Price type in the amount which the customer will be billed for freight: Arrow up to the A category on the top line and type in S under the A and press Enter: 12

15 Enter the Product Cost which will be the cost we will be billed from the carrier and press Enter: The completed Sales Order Entry: 13

16 Press F2 to save. The Do You Wish To screen appears. Arrow over to highlight Complete in blue and press enter: The Sales Order Completion screen appears, press F2 to save: 14

17 Press Enter when NO is highlighted in blue for the releasing of this order for invoicing (arrow over to NO ): Press Enter when Yes is highlighted in blue to proceeding with Purchase Order update (arrow over to highlight Yes ) 15

18 From this screen, press F5 to Edit: The Purchase Order Entry screen appears with Purchasing Comments as the first screen (if comments are available). Press Enter: 16

19 The Purchase Order Header screen appears. Fill out the appropriate lines. The buyer should be changed to the salesperson placing the Purchase Order. This Purchase Order is set up to Ship Via 07 FEDEX LTL PRIORITY with Carter-Waters account number, Freight Terms of 06 3 rd Party, and FOB Desc being ORIGIN. Since there will be freight with this order, the Freight Flag must be set to Y. F2 to save: The Purchase Order Entry screen appears: 17

20 Notes can be added to the Purchase Order by typing C in the next new line # and pressing Enter to add the necessary notes: After the notes are added, press F2 to save. This adds the notes to the Purchase Order Entry: 18

21 Press F2 to save when ready to submit the Purchase Order and enter the freight amount the carrier will be billing us in the Freight Closeout box: Press F2 to save: Once here, the Purchase Order is ready to submit to the Vendor for processing by either faxing or ing the Purchase Order. 19

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