Order Edits

See Also

Order Entry - Overview

The Order Edits effect the entire order. All edit options are available on the Order Edits pull-down menu. Those Order Edit options available on the tool bar are denoted below with their corresponding icon.

Please Note: Editing orders requires exclusive use. If someone else is either editing or processing this order, the Title bar will display a "Read Only" message next to the order number. You cannot make any changes while this message is displayed. To gain access to this order, close it and reopen it when the other user has finished accessing it.

Options With Tool Bar Icons (Available also on pull-down menu)

Previous Order - displays the customer's previous order sequentially.

Next Order - displays the customer's next order sequentially.

Hold Controls - enables you to put an order on hold to prevent it from being invoiced and/or shipped. (Not available for use in the Point of Purchase Module.)

Display Journal - displays all the charges and payments for the order.

Generate a Notice - enables you to select and optionally edit one of the standard customer notices to be sent to the either the bill-to or ship-to customer for the order. (Not available for use in the Point of Purchase Module.)

Reset - enables you to re-invoice and/or re-ship the order. An option is also provided to  enable you to print a copy of the invoice for the order.

Save as Quote - saves the current order as a quotation, or allows the current quotation to be saved as an order.

Quick Print - enables processing of just the current order. (Not available for use in the Point of Purchase Module.)

  Serial Number Information - displays the serial numbers for any serialized items on the order.

Manager's Authorization- displays a list of checkpoints that the order has reached. The order must be approved by a User with Manager's Authorization rights before it can be processed.

Options Without Tool Bar Icons (Only on pull-down menu)

• Repeat as New Order - repeats the currently displayed order as a new order. A new order number is assigned.

• Return Merchandise Authorization - displays the Return Merchandise Authorization (RMA) Processing screen to issue an RMA number to a customer for a return of merchandise. (Not available for use in the Point of Purchase Module.)

• Use As A Template - saves the current order (items, payment method, source key, catalog code, sales id, etc.) and displays it as the next new order to be used as the "starting" point for that order. The order remains in place as the template until the option below is selected.

• Clear Template Order - clears any order currently saved as a template.