ASMAdvanced Sales Management for Drink-IT/Business Process Walkthroughs/Walkthrough: Use blanket orders in fast order entry
Walkthrough: Use blanket orders in fast order entry
Blanket Orders can be a useful document in beverage sales processes. For instance to register free items that are promised by a sales rep, or pre-register the sales of seasonal products, like a Christmas beer.
On the Order Entry page, you will be prompted for existing blanket order lines if a blanket order exists for a customer. With an action, you can add lines from that blanket order to your order:
- Select the Search icon , enter Blanket Sales Orders, and then choose the related link.
- Choose the New action.
- Fill in the fields as necessary. Hover over a field to read a short description.
- On the Lines FastTab, create separate lines for the free items, the seasonal products, or else.
To add blanket order lines to the order entry pages
- Select the Search icon , enter Sales Orders, and then choose the related link.
- Choose the New action and create an order for the customer that you created the blanket order for.
- Choose the Order Entry (Ctrl+Alt+N) to open the order entry page
- There is a notification for the existing blanket order lines. Choose the Get Blanket Order Lines action.
- Select the lines that you want to add to the order.