Phone Order

ENTER CUSTOMER INFORMATION INTO PHONE ORDER

1. Go to SALES
2. Select PHONE ORDER
3. Click NEW for a new Phone Order Form
4. If a Phone Order exists, you can modify, delete or continue with process
5. Select CUSTOMER ACCT & CONTACT information on the first line
6. Enter LINE information:
7. Line Type & Part Number
8. Qty Req. & Qty Bid
9. Price & Condition, etc

 

PHONE ORDER HISTORY BREAKDOWN

1. Once the Line information is entered, you can view the following history:
1. Quote History & Sales History
2. RFQ History & Purchasing History
2. The Icons for each History category can be used for filtering the following information:
1. Check-to Show the Sales History
2. Show the selected Customers data only
3. Show all Customers data
4. Show the Grid in a separate window
5. Calculate the Average Price
6. Show Line Information
7. Show all Sales/Purchasing Information
8. Show the Open Documents for the selected category
9. Show the Closed Documents for the selected category
10. Archive Sales History for the selected category
11. Vendor Bids & RFQ Breakdown, Price, Qty & Delivery (RFQ only)

 

PHONE ORDER TABS - The Phone Order Tabs give the following information for the part:

1. History
2. Customer Info
3. P/N Memo
4. Xref/Catalog/Capabilities
5. Operations
6. Offers

 

STOCK INFORMATION - Stock Info supplies the part numbers information by the following:

1. Qty-all stock Qty including Offers & electronic Catalog
2. Cost-Average & Standard
3. Sell Prices &Exchange Prices
4. Outbound & Inbound order information

 

W/H LOCATIONS - W/H Locations supplies the Warehouse locations for this part and it’s allocations.

1. The grid can be filtered by Condition, W/H & Mfg.
2. You can open the Part Number Warehouse
3. Select the W/H you want to ship from to create Pick Ticket or Book part
4. Select W/H by double-clicking until it is highlighted red

 

PHONE ORDERS QUOTES

1. Go to OPTIONS- you have the options to LOAD an existing Quote for this part & customer or SAVE as new Quote
2. Go to QUOTE-select to save the information entered as: 
1. Quotation
2. O/H & Repair Quote
3. Proforma Invoice
4. Exchange Quote
5. In-house Requisition
6. Quotation Offer
7. Supply Requisition
8. Maintenance Requisition
9. Task Requisition
10. Package Buy
3. Once the Phone Order is saved as a Quote Document, you can then print/fax/email and continue the Sales Order Process-RFQ & Purchasing if necessary.

 

PHONE ORDER S.O.

1. Go to S.O.-select save or open the Phone Order as one of the following Sales Order Documents:
1. Sales Order
2. Repair Order (S.O.)
3. Loan Order (S.O.)
4. Exchange Order (S.O.)
5. Work Order (S.O.)
6. Proforma Invoice
7. Maintenance
8. Blanket Order
9. Kit/Mfg Order
10. Advise On Delivery
11. Process Order
12. Supply Order
13. Maintenance Order
14. Task Order
15. Package Buy
16. Pick Ticket
2. Once the Phone Order is saved as a Sales Order Document, you can then print/fax/email and continue with the Sales Order Process.

 

PHONE ORDER TO PICK TICKET

1. You must have a W/H Location assigned to each line
2. If you try to create a Pick Ticket without assigning a W/H, you will be prompted to do the following:
1. Line without W/H Location will be highlighted in green
2. Go to W/H Grid
3. Double-click on desired location
4. Selected W/H Location for each line will be highlighted in red
3. Go to S.O. Option and select Pick Ticket
4. Pick Ticket will be created, you can then proceed with the shipping process

 

CLOSE PHONE ORDER

1. Phone Order will automatically clear and close once a document has been created from it.
2. Click CLOSE, you will be prompted to CONFIRM saving. This and other Phone Orders can be retrieved from the Phone Order SEARCH List.

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		Phone Order