IdealWare Online Users Manual

SP2-06-06-04 S/P PROCESSING
31662 Sales Order Entry, Detail Entry Product Lines (Regular)

 

PURPOSE

 

This article describes the fields that are entered on the order detail entry screen for regular product lines. Each product detail consists of at least two rows of information. The headings on the screen correspond to the first row of information for each product detail line.

 

 

PROCEDURE

 

Example Order Detail Regular Product Lines Screen display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct14/07              ***** SALE ORDER DETAIL ENTRY *****             TERM: Tc  â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01-C100726  CASHSALE   SUB:     99.44  PST:    .00  GST:   6.96  TOT:    106.40 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│LINE  PRODUCT                        QUANTITY  OF       PRICE  PER    ExTENSION â”‚
│────────────────────────────────────────────────────────────────────────────────│
│0010  BRACKET SHELF 12" A                5.00  EA        2.49  EA         12.45 â”‚
│0020  POLY B 1/2"PIPE                  100.00  FT.        .79  FT.        79.00 â”‚
│0030  3/4" C-C WROT UNION                1.00  EA        7.99  EA          7.99 â”‚
│____                                                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│──────────────────────────< CURRENT LINE INFORMATION >──────────────────────────│
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│              F5=SHIPPING OPTIONS  F6=DISCOUNTS  F12=MORE OPTIONS               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│SELECT DETAIL OPTION (F12 FOR OPTIONS); F4 TO FINISH CASH SALE.                 â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

LINE

 

Displays the line number associated with the detail line.

 

TP (LINE TYPE)

 

Displays the "P" (Product) line type. This is the default line type.

 

PRODUCT CODE

 

Enter a product code.

 

The program displays the PRODUCT OPTIONS prompt after entering the product code. A product code is applicable to PRODUCT line types only. You can specify a product by any of the following methods:

 

 

SCAN PRICE LABEL

 

Scan product main code from price label (if available).


SCAN UPC CODE

 

Scan product UPC code.

 

If a valid UPC code is entered, the associated product code is displayed.

 

 

PRODUCT CODE

 

Enter product main code.

 

QUICK CODE

 

Enter product quick code.

 

If a valid quick code is entered, the associated product code is displayed.

 

 

LOGICAL CODE

 

Enter product logical code.

 

If a valid logical code is entered, the associated product code is displayed.

 

 

UPC CODE

 

Enter product UPC code.

 

If a valid UPC code is entered, the associated product code is displayed.

 

 

The following are additional options you can use to select a product.

 

F1 = SCAN BY PRODUCT

 

[F1] to access scan by product inquiry.

 

See 30976 - PRODUCT INQUIRY, Scan By Product. You can start the inquiry at a specific product by entering the product code (or partial product code) followed by [F1].

 

 

F5 FOR MAIN PRODUCT INQUIRY

 

[F5] to access main product inquiry.

 

See 30976 - PRODUCT INQUIRY. To initiate product word search inquiry, enter the word (or partial word) followed by [F5]. If you press [F5] after a product code has been entered the program displays master screen 4 of the product maintenance program for that product.

 

 

F6 FOR PRODUCT GROUP INQUIRY

 

[F6] to access product group inquiry.

 

See 30983 - PRODUCT GROUP INQUIRY. You can also initiate product group inquiry, by entering a product group code or partial code followed by [F6].

 


If you enter a product that has been flagged for deletion the following prompt displays.

 

>> THIS PRODUCT HAS BEEN DELETED. CONTINUE? (Y/N):

 

Normally a product flagged for deletion should not be used.

 

"Y" to use deleted product anyway.

 

"N" to reselect product.

 

[F3] to return to TP (LINE TYPE) field.

 

[F4] to return to SELECT DETAIL OPTION prompt.

 

PRODUCT OPTIONS PROMPT

 

When the PRODUCT code is entered, the PRODUCT OPTIONS prompt displays. This prompt has two formats depending on the product characteristics.

 

** CR=QUANTITY, F1=SHIP/PRINT, F8=DESCRIPTION/P.O.INFO:

 

The prompt displays in this format for regular products. These are product types where the characters "LIN" are not part of the base unit of measure description. Regular products include the following:

  • STORE AVERAGE type products (most).
  • STORE MARKUP type products.
  • SERVICE type products.
  • PLYWOOD type products.
  • INSULATION type products.
** CR=QUANTITY(PCS/LENS), F1=SHIP/PRINT, F8=DESCRIPTION/P.O. INFO:
    F10=ONE LENGTH

 

The prompt displays in this format for products where the characters "LIN" are part of the base unit of measure description. Pieces/lengths products include the following:

  • STORE AVERAGE type products (when sold by lineal measure).
  • LUMBER type products.
  • GYPROCK type products.
DELIVERY ROOM LABEL PRINTING PRODUCT PROMPT

 

If your system is configured accordingly, you can indicate where a product is to be delivered (ie, which room) and then have the program print out special delivery room labels to be attached to each product. This prompt has the following format.

 

** ENTER DELIVERY ROOM CODE/DESC: ________________________
   CR ONLY=BYPASS, F3=BACKUP, F5=INQUIRY, F11=DELIVERY ROOM MAINTENANCE.

 

Enter delivery room description.

 

Enter existing delivery room code.

 

[Enter] to bypass prompt.

 

[F5] to access delivery room code inquiry.


[F11] to access delivery room maintenance program.

 

This program enables you to define delivery room codes and descriptions.

 

 

The delivery room descriptions are appended to each detail line and print on the picking slip document. After the picking slip document is printed, the appropriate delivery room labels can be printed. The following prompt displays:

 

** PRINT DELIVERY ROOM LABELS? Y

 

"Y" to print delivery room labels.

 

"N" to bypass printing.

 

You can access the sale again at any time, select print picklist and then print the delivery room labels.

 

 

PRODUCT OPTIONS PROMPT - OPTIONS

 

CR=QUANTITY

 

[Enter] to advance to QUANTITY field.

 

This option is applicable for REGULAR products only.

 

 

CR=QUANTITY(PCS/LENS)

 

[Enter] to advance to PIECES/LENGTHS quantity entry.

 

This option is applicable for PIECE/LENGTH products only. See 31663 - SALES ORDER ENTRY, PRODUCT LINES (PIECES & LENGTHS).

 

 

F1=SHIP/PRINT

 

[F1] to access ship/print options.

 

Select this option to flag a line for delivery or for printing. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES.

 

 

F8=DESCRIPTION/REF#/P.O.INFO:

 

DESCRIPTION

 

If your system is configured accordingly, this option is used to modify the product description or append extra text to the product description. It is typically used for special orders.

 

REF#

 

This option is applicable only to transfer sales orders. It is used to enable entry of a reference number.

 

P.O.INFO

 

This option is used to enter purchase ordering information. It is typically used for special orders only.


[F8] to display the following prompt.

 

** F8=DESCRIPTION, F9=TRANSFER REF#, F10=P.O.SUPPLIER, F11=P.O.COST, F12=ACCESS P.O., CR/F4=EXIT:

 

CR/F4=EXIT

 

[Enter] or [F4] to exit this prompt.

 

If you are adding a line, the cursor will return to the PRODUCT OPTIONS prompt. If you are modifying a line, the cursor will return to the DETAIL MODIFICATION prompt.

 

 

F8=DESCRIPTION

 

[F8] to modify product description.

 

You can append up to three additional lines of text to the product description. This is typically done for special orders where the product description must be modified and/or enhanced. See 31670 - SALES ORDER ENTRY, DETAIL ENTRY DESCRIPTION LINES for more information on entering descriptive text. Press [F2] to clear the current line of text. Press [F4] to exit PRODUCT DESCRIPTION entry and return to PRODUCT OPTIONS PROMPT.

 

 

F9=TRANSFER REF#

 

[F9] to enter reference information associated with warehouse transfer line.

 

See 31667 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (WAREHOUSE TRANSFERS).

 

 

F10=P.O.SUPPLIER

 

[F10] to specify PO supplier for special order product.

 

See 31666 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (SPECIAL ORDERS).

 

 

F11=P.O.COST

 

[F11] to enter PO cost of product.

 

See 31666 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (SPECIAL ORDERS).

 

 

F12=ACCESS P.O.

 

[F12] to access PO generated by order detail line.

 

See 31666 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (SPECIAL ORDERS).

 

 

F10=ONE LENGTH

 

This option is applicable for "pieces/lengths" products only.

 

[F10] to specify pieces and length quantities.

 

[Enter] to advance to QUANTITY field.

 

QUANTITY

 

From this field, the product's current quantity statistics are also shown.

 

Enter product quantity.

 

[Enter] for quantity of 1 (sale) or -1 (refund).

 

F1=SHIP/PRINT

 

[F1] to display ship/print options.

 

See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES. The ship/print options are also available at different fields since it is not always known what the shipping requirements are at this field.

 

 

[F3] to return to PRODUCT OPTIONS PROMPT.

 

F5=PRODUCT DISTRIBUTION

 

[F5] to display product distribution inquiry.

 

See 30975 - PRODUCT DISTRIBUTION INQUIRY This inquiry displays the product current quantity statistics at the other store locations.

 

 

OF (QUANTITY OF or QUANTITY UNIT)

 

Enter quantity unit of measure.

 

If the product has only one unit of measure, the QUANTITY UNIT is automatically set to that. The units of measure available to the various product types are as follows.

 

 

STORE AVERAGE (SA), STORE MARKUP (SM), SERVICE PRODUCT (SE)

 

1 = BASE UNIT OF MEASURE as defined for the product.

2 = ALTERNATE 1 UNIT OF MEASURE as defined for the product.

3 = ALTERNATE 2 UNIT OF MEASURE as defined for the product.

 

LUMBER (L)

 

1. MFBM 2. LIN 3. FBM 4. PIECES 5. PACK.

 

PLYWOOD (P)

 

1. SHEETS 2. MSF 3. SQFT 4. PIECES 5. PACK.

 

GYPROCK (G)

 

1. SHEETS 2. MSF 3. SQFT 4. PIECES 5. PACK.

 

INSULATION (I)

 

1. BAGS 2. MSF 3. SQFT 4. PIECES.

 

"1", "2", "3", "4" or "5" to select unit and advance to PRICE field.

 

The following prompt is applicable when the unit of measure PACK is selected for LUMBER type products only. This prompt allow you to select from the available pieces per pack defaults or to enter a number of pieces per pack.

 


** ENTER NUMBER OF PIECES PER PACK OR SELECT OPTION BELOW: ____
   1. 100/PACK  2. 150/PACK  3. 200/PACK

 

Enter number of lumber pieces per pack and advance to PRICE field.

 

The quantity entered is converted to PIECES and a description will be appended to the product description: (eg 1.00 PACKS AT 150 PIECES/PACK).

 

 

"1", "2" or "3" to select displayed pieces per pack.

 

[F3] to return to QUANTITY field.

 

PRICE

 

Enter price of product and advance to PRICE UNITS field.

 

Enter the price either with decimals or without decimals, the program will insert a decimal automatically preceding the final 2 digits entered. To enter a zero price press [F2]. If your system is configured accordingly you are required to enter a password if you enter a price that does not equal any of the displayed prices.

 

 

** ENTER PRICE CHANGE PASSWORD OR PRESS F3 TO BACKUP:

 

Enter password.

 

[F3] to return to PRICE field.

 

If the product has a minimum gross profit percentage set in its product master maintenance, and the price entered here would result in a gross profit below the percentage set, the following warning prompt displays.

 

 

** ENTER BELOW MINIMUM MARGIN PRICE OVERRIDE PASSWORD OR PRESS F3:

 

ENTER override password.

 

[F3] to re-enter price of product.

 

[Enter] to accept displayed default value.

 

If the product has prices defined in the pricing file, these will be displayed for selection and if appropriate, a default price selected.

 

 

The product pricing maintenance program enables the operator to specify a delivery surcharge percentage. During sales order entry, if the sale has been marked as a delivery, the default pricing is based on the product price plus the product delivery surcharge.

 

The sales order entry program can also be configured to take flyer pricing into account with the option to affect cash sales only or both cash and charge sales. Flyer pricing on any specific product will normally override the pricing level set for a customer, but your system can be configured such that either the flyer price or the contract price takes precedence.

 

[F2] to set price to zero price.

 

Your system can be configured to prevent setting the price to zero, in which case pressing [F2] will have no effect.

 

 

[F3] to return to QUANTITY UNIT field.

 

[F5] to access  pricing inquiry.

 

See 30973 - PRICE INQUIRY.

 

 

[F6] to access customer pricing history.

 

Once [F6] you press the inquiry program defaults to the current detail line's product code and to the current sale's customer code and then displays a list of that customer's invoices for that product (from newest to oldest). Information displayed includes: invoice number, date, line number and price that was paid for the product. You can look at any of the invoices displayed in more detail, by entering the associated line number followed by [F5]. You can even print or fax the displayed invoice to the customer if desired. This option is useful if you quickly want to see what the customer paid for the product on previous invoices.

 

 

"1", "2" or "3" to select displayed price and advance to PST field.

 

The first displayed price defaults to the BASE unit of measure, the second price to the ALTERNATE 1 unit of measure and the third price to the ALTERNATE 2 unit of measure.

 

 

PER (PRICE PER or PRICE UNIT)

 

Enter price unit of measure.

 

[Enter] to accept displayed default value.

 

If the product has only one unit of measure, the PRICE UNIT is automatically set to that. If one of the default prices was selected from the PRICE field, then the PRICE UNIT is automatically set to the selected price unit of measure. The units of measure available to the various product types are as follows.

 

 

STORE AVERAGE (SA), STORE MARKUP (SM), SERVICE PRODUCT (SE)

 

1 = BASE UNIT OF MEASURE as defined for the product.
2 = ALTERNATE 1 UNIT OF MEASURE as defined for the product.
3 = ALTERNATE 2 UNIT OF MEASURE as defined for the product.

 

LUMBER (L)

 

1. MFBM 2. LIN 3. FBM 4. PIECES 5. PACK.

 

PLYWOOD (P)

 

1. SHEETS 2. MSF 3. SQFT 4. PIECES 5. PACK.

 

GYPROCK (G)

 

1. SHEETS 2.MSF 3. SQFT 4. PIECES 5.PACK.

 

INSULATION (I)

 

1. BAGS 2. MSF 3. SQFT 4. PIECES.

 

[F3] to return to PRICE field.

 

"1", "2", "3", "4" or "5" to select unit and advance to PST field.


EXTENSION

 

Displays the line extension.

 

DIS (PRICE DISCOUNT)

 

Indicate whether or not a price discount applies to the line. Price Discounts are not specified when adding a line but are done through the price discount procedure. See 31672 - SALES ORDER ENTRY, MISC. PRICE DISCOUNTS.

 

"Y" to apply price discount to line.

 

"N" to not apply price discount to line.

 

[F3] to return to PER field. 

 

PST (PROVINCIAL SALES TAX)

 

Indicate whether or not PST is to be charged for the line. The PST rate is maintained in the rates percentages file, see 31609 - RATES % MAINTENANCE. The sales order entry program automatically determines and assigns the default PST indicator when a new line is added. To change this from the default value you must modify the line, see 31559 - SALES ORDER ENTRY, DETAIL MODIFICATIONS. The sales order entry program determines the default PST indicator based on the following information.

 

ORDER'S PST INDICATOR

 

See 31595 - SALES ORDER ENTRY, HEADER ENTRY FIELD DEFINITIONS.

 

LINE TYPE'S PST INDICATOR

 

See 31606 - LINE TYPES MAINTENANCE.

 

PRODUCT'S PST INDICATOR

 

See 31013 - PRODUCT & INVENTORY MAINTENANCE.

 

"Y" to charge PST on line.

 

"N" to not charge PST on line.

 

[F3] to return to PRICE UNIT field.

 

GST (GOODS & SERVICES TAX)

 

Indicate whether or not GST is to be charged for the line. The GST rate is maintained in the rates percentages file, see 31609 - RATES % MAINTENANCE. The sales order entry program automatically determines and assigns the default GST indicator when a new line is added. To change this from the default value you must modify the line, see 31559 - SALES ORDER ENTRY - DETAIL MODIFICATIONS. The sales order entry program determines the default GST indicator based on the following information.

 

ORDER'S GST INDICATOR

 

See 31595 - SALES ORDER ENTRY, HEADER ENTRY FIELD DEFINITIONS.

 

LINE TYPE'S GST INDICATOR

 

See 31606 - LINE TYPES MAINTENANCE.


PRODUCT'S GST INDICATOR

 

See 31013 - PRODUCT & INVENTORY MAINTENANCE.

 

"Y" to charge GST on line.

 

"N" to not charge GST on line.

 

[F3] to return to PST field.

 

SHP (SHIPPING LOCATION)

 

The SHIPPING LOCATION field displays the location from which the product is to be delivered or picked up. This is selected from the SHIPPING OPTIONS PROMPT. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES.

 

LINE UPDATE

 

Once a line has been added, the following ship/print options prompt displays. This prompt enables you to select from the various shipping options.

 

CR=ACCEPT, F5=DELIVER, F6=PICKUP, F7=OTHER SHIP TYPE, F8=TRANSFER, F9=HOLD: _
F10=LOC-01, F11=LOC-03, F12=OTHER STORE.

 

[Enter] to accept and update line.

 

The cursor advances to the LINE field to begin another detail line. See 31660 - SALES ORDER ENTRY, DETAIL ENTRY OPTIONS. When the line is updated, the following are also updated: the customer COMMITTED BALANCE; the product COMMITTED QUANTITY; and, the order header totals.

 

 

>> WARNING: CUSTOMER IS OVER HIS CREDIT LIMIT BY $###.00
   PRESS CR TO CONTINUE.

 

If your system is configured accordingly for on-account sales, this warning indicates that the amount of the order exceeds the customer's REMAINING CREDIT by the amount indicated.

 

[Enter] to clear the warnings and continue.

 

SHIP/PRINT OPTIONS

 

Select any of the available ship/print options. See 31560 - SALES ORDER ENTRY, SHIPPING PROCEDURES. If you are exploding package/set component lines into the order, any ship/print options that you select for the MAIN package/set line will become the default values for the subsequent COMPONENT lines. See 31664 - SALES ORDER ENTRY, DETAIL ENTRY PRODUCT LINES (PACKAGES).