How to enter SO.E

SO.E – Sales order entry Normally use below types in IBS Tech. U = Domestic OEM(Local Delivery) I = International OEM (Parts will ship to other countries) D = International Dropshipment (Parts, That means parts will ship from IBS US to customer directly) Or you can right click and choose valid entries. Press Enter key in a field = Default Value Automatically, Just press enter SO# generate automatically after save, Press enter key Just Press Enter One customer PO# stand or one SO only. The name for approve this order You can direct enter customer name Or Right click and choose name look up. N = New B = Partial shipped C = Close Who places this order Sale Rep Run Automatically SO notes

SO.E – Detail Line Item Our Ship out date Enter 1, 2, 3 for the line item. Our Ship out date Enter part number Quantity & our selling price Run Automatically, Can change Description Ship out location SNA = US HK = HK Vendor PO # Rohs or Non Rohs status of the part, It’ll not shows on the SO hard copy. Line Item Notes

SO.E – Summary Line item Double checking for the all line items.

SO.E – Ship/Tax/ Credit Right click and choose the Correct ship to address. If address information is not correct, We can type in the address ourselves. Base on your quotation. Normally HK or US If customer in HK, enter “Local” If customer in other countries, base on customer’s shipping instruction. Who receive the goods Enter customer Fedex/DHL/ups account#. P = Prepaid(shipper pay the shipping charges) C = Collect (shipping charges paid by receiver) T = Third (Shipping charges paid by Others)

SO.E – Notes Packing (warehouse) & Invoice Mark down the special information for packing/shipping/receiving or Miscellaneous. Invoice Notes (On Invoice)

How to check Shipment information in SO.E Right click and select a method (what u have on hand). Example: Customer PO number.

How to check Shipment information in SO.E Right click and choose “PO Number Look up” Or other information that you have, e.g, Open order by Part#. Enter the “PO number” or what you want to check..

How to check Shipment information in SO.E C means closed. All parts are shipped

How to check Shipment information in SO.E Num=how many times of shipped. 1 = first time. shipment# = -1 2 = second time. Shipment# = -2 Remainning qty changed to “0” if all parts are shipped Ship out date and ship out Qty.

How to check Shipment information in SO.E If the parts are shipped by Fedex/ DHL/ UPS. It show the tracking number

SO.E Example

Detail Line Item Detail Line Item Tab

Ship/Tax/Credit

Notes (for warehouse)