Enter Customer Order Template

Explanation

This activity is used 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 or rents. 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.
• Depending on if the line is a sales or a rental, order lines will be created in the corresponding tab on the customer order.

Window

Customer Order Template

Related Window Descriptions

Customer Order Template
Customer Order

Procedure

1. Open the Customer Order Template window and create a new record.
2. Enter a template ID and a description.
3. 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.
4. 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.
5. Enter the quantity that will be ordered on the customer order line.
6. If the part should be added as a rental line check the Rental field.
7. Repeat steps 3-6, if required, for each additional part and standard quantity you want to include in the template.
8. Save the record.