Page Comparison

...

1. Order number is created on saving the order
2. Totals - is the order total
   1. When the order is first opened it shows the $ if the recommended order amount was placed
   2. When you start entering order quantities - this value then shows the order value
3. Units is the number of items cartons on the order - useful for organisations with limited storage space
4. Person Placing Order - a mandatory field - allows capture of the person who placed the order
5. Contact, contact phone
   1. Default value
      1. If a customer department (eg Grocery) is chosen this is replaced with any contact on the debtor linked to the department
      2. Otherwise default comes from the Company card details
6. Department - if the Company has departments - then they are available in this list.  Changing the department may change the contact referred to.
7. To : is the delivery address the product is to be delivered to
   1. The list comes from the list of addresses marked as delivery addresses on the Debtor - this is the address details that show when you double click on the debtor.
      1. Image Added
8. Delivery by - is who provides the goods to the end customer
   1. Options in the list
      1. Our Vehicles - indicates our own trucks drop product directly at the customer
      2. Rep / Other Employee - indicates the order will be taken directly to the customer by an employee - normally a sales rep who will visit the store
      3. Buying Group - When a customer is part of a buying group - often you will deliver to the buying group DC (Distribution Centre), the buying group will then deliver to store.  This is common with very large organisations.
      4. Courier Pickup - when an external company will pickup the goods and take them to the customer
      5. Customer Pickup - when the customer will send their own vehicle to pickup the goods.
   2. Default
      1. The Debtor has a default value that is showing in the screen.
         1. Image Added
9. Delivery Charge is an additional charge on the sales order for delivery
   1. Auto - a system calculated charge based on looking up a table by branch
      1. Setup delivery charges per branch on the Host Company
         1. Image Added
   2. Manual - when a manual value is entered into the system
   3. None - when delivery charge is being waived
   4. Yes - when a delivery charge will apply but is not yet known

On the bottom part of the screen

...

1. A new line can be added;. You can search for the item you want to add, then enter a qty and save to in order
2. Save button saves the order
3. Clear button clears the screen
4. Edit button has other actions that can be taken on this order
5. Status button allows for user to change to available statuses
6. The status is visible at all times (not this image shoes it as Not-submitted)
7. Create Order button - saves the order as described and is only visible while the recommendations are still visible
8. Based on Cycle allows you to change the cycle and recalculate the recommended quantities to order
9. The promotion wizard allows you to review the promotions available to this customer and add items to the sales order

...

Different Views in the Sales Order Grid

The Grids

There are a number of sales order screens in the system

1. A Fast Recommended Order
   1. The Grid
      1. Columns - product category, Item number, Item Description, Cartons per week for this customer, seasonal trend, Suggested order qty, $ each, Order Qty (touch friendly)
      2. Image Added
   2. When to use this
      1. For customers who do not have a system that tells them how much to order
      2. For customers who order regularly
      3. Helps to ensure that all products will run out about the same time - to avoid deliveries for a few products between orders
      4. The system recommends the qty of each stock line to purchase
      considering the customers purchase history and the next expected order dateFor customers who you contact on a range of cycles from weekly to 3 monthly
      1. using
         1. Rate per week (based on last 13 weeks or 5 orders)
         2. Plus Trend
         3. Time to next order (Order cycle)
      2. Great when you want to change the order cycle and still ensure you get enough stock to last until the next order
      Helps to ensure that all products will run out about the same time - to avoid deliveries for a few products between orders
2. A Fast Historical Order
   1. The Grid
      1. Item Code, order qty (touch friendly), qty delivered 1 week ago (qty ordered if different), qty ordered 2 weeks ago (qty ordered if different), etc
      2. Image Added
   2. For customers who order frequently and have an internal system that advises them what to order
   3. Shows history over previous weeks purchases
   4. Helpful for showing customers their history as part of a discussion
3. A back office sales order view
   
   1. Has access to a more capabilities for managing orders

...

How does the system decide which grid to show?

...

Here you can see the main differences on the Recommended Order

Image Removed 

...