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- ^^38^^THE ORDER ENTRY SYSTEM:
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- The order entry system manages 3 data files:
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- Products
- Sales Opportunities
- Orders.
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- ^^39^^The Products Data file
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- Here you must insert all Your products
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- It is particular important that you insert price and discount;
- these information are used by the Order Module.
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- ^^40^^The Sales Oppy File
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- Insert here your Oppy.
- Note as an Oppy may be put On-Hold till a date.
- If rememeber button is checked an item, remembering You to restart Your evaluation, is added in the agenda .
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- ^^41^^If the Oppy is created in a contact or company folder the from data are automatically updated
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- ^^42^^Lets now look at the order
- ^^43^^The Order module is divided in two parts: the order details:
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- ^^44^^Firm Name (automatically inserted if the order is created in a customer folder)
- ^^45^^Billing Address
- ^^46^^Receiving address
- ^^47^^The Order Items
- ^^48^^Insert on the product column the product code
- ^^49^^If the code is not found on the product DB you may Retry or, with Cancel, you may continue.
- ^^50^^See how all the items details are filled
- ^^51^^At this point You may insert the quantity
- ^^52^^Totals are automatically calculated
- ^^53^^Note the description field if you press the left mouse button over it the long description of the product appears.
- ^^54^^At the right of the line there is a small button Prs if checked the line item is deleted.
- ^^55^^To insert Shipping and Handlig charges press ALT-S
- ^^56^^At this point it is possible to save the order or alternatively using the print button to print it
- ^^57^^NOTE: using personalisation module item discount and item taxes may be added/eliminiated.
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- Also order taxes, Order discounts may be added/eliminated.
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- ^^58^^Compliments You have learned how to use the order module
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