Beginning Any Type of Sales Order

You must enter the same general information to begin any type of sales order. Follow the instructions below to begin any sales order you enter. For complete instructions on entering the most common types of sales orders, see any of the following topics:

To begin an order:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry Body screen.
In the PrcBr field, if accessible, enter the branch that receives credit for the order.

Note: In most cases, the system automatically populates this field based on your terminal setup.

In the ReqrDate field, enter the date by which the customer must receive the order.
In the Ship To field, enter all or part of the customer's name to do one of the following:

If...

Then...

the order selection screen displays

continue with the next step.

the Customer Primary Index list displays

select the customer from the list and press Enter to display the order selection list.

Continue with the next step.

Note: If this is a new customer, type New and press Enter. See Entering New Customers During Order Entry.

Select New from the order selection list and press Enter to populate the customer's information on the Sales Order Entry Body screen, where you can begin entering products.