IdealWare Online Users Manual

SP2-01 S/P PROCESSING
31538 Batch Order Entry

 

PURPOSE

 

The batch order entry program is used to enter orders into the sales processing system after they have been manually recorded (hand written onto order forms) at the point of sale. Alternately, the sales order entry program can be used to create and process orders at the point of sale.

 

The Batch Order Entry Program is access from:

  • Sales Processing menu.

 

PROCEDURE

 

The batch order entry program is essentially the same as the sales order entry program except for the differences explained here.

 

PROGRAM ENTRY

 

You must enter the STORE CODE and OPERATOR CODE.

 

OPERATOR CODE ENTRY

 

To initiate an order, enter an OPERATOR CODE instead of a SALESPERSON CODE/PASSWORD. See 31554 - SALES ORDER ENTRY, Order Initialization.

 

ORDER INITIALIZATION

 

The following types of orders can not be generated in the batch order entry program.

 

F5 = SALE (WITH PAYMENT)

F6 = REFUND

F9 = TRANSFER SALE

 

To process cash sales and cash refunds through the batch order entry program, you must first enter them using the F7=A/R CHARGE SALE and F8=A/R CREDIT NOTE order types and use CASHSALE as the customer code.

 

To process transfer sales and credits through the batch order entry program, you must first enter them using the F7=A/R CHARGE SALE and F8=A/R CREDIT NOTE order types and use the appropriate store customer code.

 

To initiate an order, enter the order number from the hand written document followed by the appropriate function key (F7 or F8). See 31554 - SALES ORDER ENTRY, Order Initialization.

 

Select Batch Order Entry from the Sales Processing menu. The following prompts display.


STORE CODE

 

Enter store code for orders to be processed.

 

In a single store environment this field defaults to the usual store code. After the initial entry, the program continues to default to the store code entered first.

 

 

[F4] to exit to menu.

 

[F5] to display list of store codes for selection.

 

OPERATOR CODE

 

Enter operator code to associate with orders.

 

This field defaults to the last operator logged on at the terminal.

 

 

[F3] to return to previous field.

 

[F5] to display list of salesman/operator codes for selection.

 

Example Batch Order Entry Screen:

┌────────────────────────────────────────────────────────────────────────────────┐
│02/06/08 TF1             ***** BATCH ORDER ENTRY *****                   3VVCIX │
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** STORE:           01     IDEALWARE STORE# 1                                   â”‚
│                                                                                â”‚
│** OPERATOR:        BARJO  JOHN BARKER                                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** PRESS CR TO CONTINUE; F3 TO RE-ENTER; F4 TO END: _                           â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO CONTINUE; F3 TO RE-ENTER; F4 TO END:

 

[Enter] to continue with order entry.

 

See PROCEDURE - ORDER INITIALIZTION.

 

 

[F3] to return to previous field.

 

[F4] to exit to menu.

 


PROCEDURE - ORDER INITIALIZATION

 

The batch order initialization screen displays.

 

BATCH ORDER INITIALIZATION DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│ 02/06/08             ***** BATCH ORDER INITIALIZATION *****         TERM: TF1  â”‚
│                                                                                â”‚
│         STORE CODE:           __                                               â”‚
│         OPERATOR CODE:        BARJO                                            â”‚
│                                                                                â”‚
│                                           SH-F5 = LAST INQUIRY                 â”‚
│         F7  = A/R CHARGE SALE             SH-F6 = ORDER INQUIRY                â”‚
│         F8  = A/R CREDIT NOTE             SH-F7 = CUSTOMER INQUIRY             â”‚
│         F2  = RENTAL                      SH-F8 = SUPPLIER INQUIRY             â”‚
│                                           SH-F9 = PRODUCT INQUIRY              â”‚
│         F11 = QUOTATION                   SH-F4 = PRO CARD INQUIRY             â”‚
│         F12 = LAST#                  CTRL-SH-F1 = CREDIT HOLD INQUIRY          â”‚
│                                           SH-F1 = CASH TILL FUNCTIONS          â”‚
│                                           SH-F2 = VOID CASH SALE               â”‚
│    ENTER STORE CODE (F5=INQUIRY)                                               â”‚
│                                          SH-F10 = PURCHASE ORDERS              â”‚
│                                          SH-F11 = CONTRACT MAINT               â”‚
│                                          SH-F12 = MAINTENANCE OPTIONS          â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
ENTER STORE CODE (F5=INQUIRY)

 

Enter the desired store code.

 

[F5] to display list of store codes for selection.

 

OPERATOR CODE:

 

This field defaults to the operator code entered in the previous screen.

 

SELECT OPTION ABOVE:

 

Enter order number to access existing order.

 

If you created an order in the sales order entry program you can access it here.

 

 

[F3] to return to previous field.

 

[F4] to exit to menu.

 

[F5] - [F11] alone or after order# to create new order.

 

[F12] to access last order processed by salesman/store indicated.

 

After initiating the order, the order header screen displays. Process the header and detail lines in the same manner as any sales order. See 31556 - SALES ORDER ENTRY, Header Entry and 31558 - SALES ORDER ENTRY, Detail Entry.