1. Welcome! Presenter: Jeff Weaver

2. Major Topics To Be Covered In This Presentation Sales Order Entry Hold for PO Orders Bill Complete Orders Multi-SKU Entry Embellishments Line Item Routing Inquiring on Sales Orders Sales Orders

3. Major Topics To Be Covered In This Presentation Make PO’s from Cust. Orders Fulfillment/Shipping of Sales Orders Open Item Statements and AR Aged Trial Balance Receiving Payment from Customers Sales Orders

4. User Conference 2011 Sales Orders

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6. Sales Order Entry Customer Tab Select and Existing Customer or Create a New Customer Select the Ship To for the Order being Created Select the Salesperson receiving credit for the particular sale Sales Orders

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8. Sales Order Entry Header Tab Able to Modify Existing Orders Select a pre-defined Order Type or Receipt Category Select what Store the Order is being processed under Enter a Ref ID or Customer PO# Select the Shipping Method and/or Calculate Freight Enter up to 3 Sales Order Notes Select Hold for PO# or Bill Complete Sales Orders

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10. Sales Order Entry – Hold for PO# Able to default based off the Customer Account Tab > Require PO# on All Purchases Affects of HFPO Invoice Printout – Message “ Holding for P.O.” Statement – Does not print on Customer’s Open Item Statement until the PO# is assigned AR Aged Trial Balance – Will Print, but does not age until a PO# is Assigned Able to Search for Sales Orders and Invoices setup as HFPO Applying a PO# and Changing Invoice Date Sales Orders

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14. Sales Order Entry – Bill Complete Able to default based off the Customer Account Tab > Invoice Only When is Complete Affects of Bill Complete Partial Shipment – Does Not Print Invoices Completed Shipment – Only One Invoice Will Print Statement – Does not print on Customer’s Open Item Statement until all the Merchandise is Shipped AR Aged Trial Balance – Will Print, but does not age until completely shipped Invoice Date is the date of the last shipment that completes the order Sales Orders

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17. Sales Order Entry Details Tab Lookup or Create New Items or SKU’s Able to see qty’s from other locations Ability to Copy Old Sales Orders to a New Sales Order (Re-Ordering Purposes) Ability to Recall a Quote entered through the POS Add Line Notes to a particular line on the Sales Order Able to use a pre-set Wholesale Price for the entire Sales Order Able to Save without a Deposit Sales Orders

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19. Sales Order Entry – Multi SKU Entry Multi-SKU Entry Able to Define Total Qty for an Entire Style Validates the Qty’s for Each SKU of the Desired Style Equal the Total Qty entered Ability to Change Price and Commission Cost for all SKU’s under a Particular Style for that specific Sales Order Ability to Change the Unit of Measure for ALL SKU’s under a particular style Able to adjust the Price and Commission Cost for particular SKU that Requires up-charges Sales Orders

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21. Sales Order Entry – Embellishments Customizable Create Custom Work – Button Selection in Embellishments Setup Custom Elements - Non-Inventoried Items Create Custom Details – Selection for Non-Inventoried Items Create Custom Groups – Assign to Blank Inventoried Item on Sales Order Sales Orders

23. Sales Order Entry – Embellishments Entry Process Enter Blank Item Defined with a Custom Group Select the Type of Work being performed (Custom Work) Select the Desired Element being performed on the Blank Item in order to add the Style to the Sales Order Select the various options setup for that particular Element/Service. Add the Element/Service to the Sales Order and change the Qty if needed. Sales Orders

29. Sales Order Entry – Line Item Routing Line Item Routing Enter Routing on a specific line item List current Routing entries User Defined Operations Text for Location and User ID Date In/Out Selection Qty In/Out Selection Sales Orders

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31. Sales Order Entry Payment Tab Able to define Deposit amount being entered Select the desired Tender View the current Deposits if modifying a Sales Order Save the Sales Order with a Deposit Sales Orders

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33. User Conference 2011 Sales Orders

34. Inquiring on Sales Orders Sales Back Office > Sales Orders > Sales Orders Search based off multiple search criteria Able to View/Edit Sales Orders Print/Email Sales Orders View Line Notes and/or Routing Sales Orders

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37. User Conference 2011 Sales Orders

38. Make PO’s from Cust Orders Search based off multiple search criteria Able to search for Sales Orders or Special Orders only Select Items and “Make PO” or “Add to PO” Order Qty is defined from Enterprise Setting Available On Hand Expected Ignore Qty’s (6.3+) Sales Orders

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41. User Conference 2011 Sales Orders

43. Fulfillment/Shipping Fulfillment > Sales Order Invoicing > Perform Shipping Enter the Qty of the items being shipped if partial shipment Ship All in order to avoid manual entry Able to adjust or check freight amount if needed Apply Available Deposits Enter remaining payment or charge Customer’s Account Sales Orders

45. Fulfillment/Shipping Hold for PO # Able to Partially ship a sales order Sales Order Invoice will display with a “-0, -1, etc.” at the end of the invoice # for each shipment Holding for PO# will print on the invoice if HFPO is flagged and the PO# has not been entered. Bill Complete Able to Partially ship a sale order Invoice will not print for Partial Shipment Completed Invoice will print “-0” at the end for all Merchandise Last Shipment date is the Invoice Date Sales Orders

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48. Fulfillment/Shipping Invoice List Search for Sales Order Invoices based off multiple criteria Print selected Invoices View Invoices Assign PO# on an Invoice Change an Invoice Date Sales Orders

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50. User Conference 2011 Sales Orders

51. Statements and AR Aged Trial Balance Open Item Statement – Accounts Receivable > Open Item > Open Item Statement Hold for PO# - Does not print on customer’s Open Item Statement until the PO# is assigned Bill Complete – Does not print on customer’s Open Item Statement until all merchandise is shipped AR Aged Trial Balance – Analysis > Analysis > Accounts Receivable > AR Aging Trial Balance Hold for PO# - Invoice prints, but does not age until a PO# is assigned Bill Complete – Invoice prints, but does not age until completely shipped Sales Orders

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57. User Conference 2011 Sales Orders

58. Receiving Payments from Customers POS > Payin on Account Select the Customer making the Payment Select the Tender Method and enter the amount being paid Select Bills Tab Select the Invoices that are being paid Able to change the amount being applied by changing the “Applied Amount” field Sales Orders

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