Enter Customer Order Template

Explanation

Use this activity to create customer order templates, which can help simplify entering sales quotations or customer orders. Instead of entering all the order lines manually, you can choose to use a template listing the parts and quantities that the customer usually buys. This facilitates faster and more efficient order entry.

When using templates, you can select the suggested lines from any of the following:

From a predefined template (entered in Customer Order Template).
From the customer's latest order
From what the customer ordered during a specific period
From a specific order number

You can connect a default template to a customer in the Customer/Order/Misc Customer Info tab. You can also add a template directly on the customer order by choosing Customer Order Template from the Operations menu in the Customer Order window.

Prerequisites

This activity has the following prerequisites:

Sales parts must have been entered.

System Effects

As a result of this activity:

A template with customer order lines is created.
The template can be used when customer order lines are added to a customer order to quickly fill in regularly ordered parts and quantities.
The values that default from the template can be modified in the order line.

Window

Customer Order Template

Related Window Descriptions

Customer Order Template
Customer Order

Procedure

Open the Customer Order Template window and create a new record.
Enter a template ID and a description.
Select a row and click New. A default site will automatically be indicated. You can change the site, if required, by entering the short code or by using the List of Values.
Enter a sales part by entering the short code or by using the List of Values. The description and U/M for the sales part will be automatically filled in.
Enter the quantity that will be ordered on the customer order line.
Repeat steps 3-5, if required, for each additional part and standard quantity you want to include in the template.
Save the record.