ORDER ENTRY ORDER ENTRY SYSTEM O/E DAILY PROCESSING MENU ORDER ENTRY

ORDER ENTRY – Find Order Step 1: Enter Customer number or phone number F-8 to accept OR Enter Customer name F-8 to accept -Browse Customer Screen -Highlight correct customer F8 to accept

ORDER ENTRY Step 2: Summary Screen Shipping Direct to Customer (Drop Ship)? Change Customer name/address Enter Customer Purchase Order # Enter VIA Code if other than Ground UPS Verify Term Code (Payment Type) Ship Complete? Check box in Freight/Pick Information F-8 OK Ctrl l – to enter items

ORDER ENTRY – Item Entry Step 3: Enter Items F-2 NEW Parts Info

Step 4: ORDER ENTRY Parts Info Enter Part # (if Part # does not exist refer to CREATE NEW ITEM)

ORDER ENTRY Step 4 – Parts Info Screen IF: Warranty Info screen appears Click OK

ORDER ENTRY Step 4 – Parts Info Screen Change Warehouse Code, if needed Enter Quantity Check Hold Price (if applicable) Drop Ship? Check in Vendor Information (purchase code will change to Purchase Order Single Item Oder – F-8 OK Multiple Item Order – F-10 OK & ADD Repeat process to add additional items – F-8 OK after entering last item Prepaid Order (check or credit card)? Enter Info on Payments & Totals Screen

ORDER ENTRY Summary Screen Item Screen Step 5: Post Order can be posted from Item Screen or Summary Screen

ORDER ENTRY – Fax Purchase Order PURCHASE ORDER CREATED? After Order is posted Fax PO screen will appear FAX PO? Click on Print PO F-8- OK to accept PO? Click on Print PO F-8 OK to accept Verify Purchase Order Before Fax or ? Click on Modify PO F-8-OK to accept -

Order Entry – Output Screen Fax PO? Check: To Fax F-8 OK Send Fax screen Fill in To: (Parts Dept) Subject: (PO #) Click: Send Fax Icon

Order Entry – Output Screen PO? Check: To Client F-8 to accept Send Screen: Fill in: Vendor Subject: (PO #) Click: Send Mail Icon

Order Entry – Purchase Order Verify Purchase Order Before Fax or ? Click on Modify PO Purchase Order Screen – verify information F 11 – Send To Fax or PO as listed in previous steps Purchase Order Screen – verify information F 11 – Send To Fax or PO as listed in previous steps

Order Entry Purchase Order Faxed or ed F-8 to close screen