Fast order entry

You can open the Order Entry page from a standard sales order. To quickly access this page, use the keyboard shortcut Ctrl+Alt+N. Some key benefits of using the Order Entry page instead of the Sales Order page include:

• The Order Entry page is only executing the absolute necessary validations. This limits the calculation time enormously, improving performance.

• You can execute the Print Confirmation action to print or preview the sales-confirmation report, which follows the setup of the order confirmation report from the sales order.

• You can customize the Order Entry page by executing the following actions to show or hide the alterts, options, quick entry, and all tabs.

  • Show / Hide Alerts
  • Show / Hide Options
  • Show / Hide Quick Entry
  • Show / Hide All

• Relevant account receivable information is shown in the Customer Details FactBox.

• On the Quick Entry FastTab, enter the item, quantity and optionally, a reason code. The system automatically creates a new line in the Line section. If a line already exists for the item, the system updates the existing line instead.

• When you select an item, you only see the allowed items for the customer.

• The item availability is directly shown by the color of the line (Green for available, Olive for partially available, and Red for not available).

• For each item in the lines, the Sales History of four user defined historical periods is visible in a FactBox. With Personalize, it is also possible to add this info to the lines.

• The Line Detail FactBox shows all necessary information for the item.

• The substitution items can be selected with one click or keyboard shortcut.

• Useful filters are available on the Options FastTab. This allows you to switch between product lists, such as from beers to wines, with ease.

• The Sorting option helps you to keep the overview on the order.

• With the use of the Search icon at the top of the page, you can reduce the number of lines in the list. To search, select the Search icon, then enter the text in the search box. You can use letters, numbers, and symbols.

• In general, search will attempt to match text across all fields. It doesn’t distinguish between uppercase and lowercase characters (case insensitive) and will match text placed anywhere in the field, at the beginning, end, or in the middle.

• On the Alerts FastTab, you can view:

  • New Items
  • Seasonal Items
  • Promotions
  • Discounts and Charges

• On the Lines FastTab, you can view alerts for

  • Cross-sell (if you buy gin, do you also need tonic?)
  • Upsell (if a product with a low margin is ordered, recommend for a similar product with higher margin)
  • Promotions
  • Discounts and Charges

• In the Logistics FactBox, you can see info on delivery times and nonworking days.

• When selecting the Show more action on the Options FastTab, you can view and edit shipment details in the Logistics section.

• With the Apply Changes action, you can inform your customer on the (intermediate) order total and transfer the lines to the sales order page. You will still be able to execute changes on the existing lines, they will be synchronized.

See also

Sell Products