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Order Entry - Sales Information TabGeneral InformationThis screen tab contains the information about advertising source, catalog code, sales person and order type for the order. Depending on settings made in the Maintain Global - Order Entry tab, one or more of these fields may be required entries for an order, requiring an entry to allow the order to be exited and saved. This screen tab also contains the Order Memo field which can either be a default or custom note to the customer on their invoice. 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. See Also How to Use the ScreenComplete or review the fields as required. SOURCE KEY - the advertising source key for the order. Lookup/List is available on this field. Press F2 for the lookup screen. CATALOG CODE - the catalog from which the customer is ordering. Lookup/List is available on this field. Press F2 for a list of codes. SALES ID - the identification code for the salesperson for the order. Lookup/List is available on this field. Press F2 for a list of codes. ORDER TYPE - the type code for the order, phone, mail, web, etc. Lookup/List is available on this field. Press F2 for a list of codes. ORDER MEMO - if an advertising memo is setup for the source key used above, it is displayed here as the Default Memo. To write a custom memo to be printed on the customer's invoice, press the CUSTOM MEMO button and type the note in the three lines provided. To switch back to the default memo, press the DEFAULT MEMO button. ORDER PRIORITY - the priority of the order can be None or High. This allows the order to be prioritized for the Backorder Fulfillment, Warehouse Manager's screen and the Packer's Workstation. PURCHASE ORDER NUMBER - a customer provided purchase order number for the order. This number can also be entered on the Order Total tab for Invoice type payment method. Enter it here for any payment method. ORDER PROMOTION - the current order promotion the order qualifies for. You can select to REMOVE PROMOTION or ALLOW PROMOTION if the order qualifies for an order promotion. |