Managing Created Orders

Use the following topics to manage any orders that you have already created. You can edit or change order details as information for the order changes from your customer.

• Editing Orders and Changing Orders

  • Searching for Sales Orders

  • Editing Sales Order Details

  • Changing the Status on Sales Orders

  • Editing Vendor Direct Shipments

  • Changing Orders from One Type to Another

  • Creating Purchase Order Bids from Sales Orders

  • Adding the Close Counter Order Menu Option

• Consolidating Orders

  • Order Consolidation Overview

  • Consolidating Sales Orders

  • Consolidating the Current Sales Order With Another

  • Merging Items From Another Order to the Current Order

• Following Up on Orders

  • Running the Open Sales Orders Report

  • Reviewing the Status of Open Sales Orders

  • Checking Availability for All Sales Orders

  • Running the Customer Calling Queue Report

  • Running the Customer Expediting Report

  • Monitoring the Customer Calling Queue

  • Monitoring the Trouble Queue

  • Automating Customer Calling Queue Followup

  • Scheduling Follow-Up Phone Calls

  • Printing Reminder Postcards

  • Tracking Third-Party Shipments

  • Viewing Items in a Sales Order Generation

  • Reviewing Sales Orders with Unearned Revenue

• Printing

  • Reprinting Sales Orders

  • Reprinting Pick Tickets

  • Batch Reprinting Invoices, Purchases, or Transfers

• Handling Showroom Sales

  • Showroom Sales Upgrades Overview

  • Preparing to Upgrade Showroom Sales

  • Upgrading Showroom Sales

Note: If your company is using Eclipse Forms, you can create snapshots of your orders. For more information, see Creating Order Summary Snapshots in the Eclipse Forms documentation. For information about purchasing Eclipse Forms for your company, please contact your inside salesperson.