|FWManCusOr||System Settings flag that when activated specifies custom formats for a customer’s order number via fields (For example, Order No., Unit No., Address, Name, Job Number) used to make up the order number, each with certain requirements around length and input format as well as being optional or mandatory.|
Note - When raising a quotation, the customer order number is not mandatory but can be entered if provided by the customer.
From My Shortcuts click Sales Orders.
|2||Click New and in Order Header Type select 'Quote'|
If the Customer Id is already known, type it into the Cust No.* search field then press your <Tab> key.
If the Customer requires an Order number to be entered, click Order No. rules for further information on the formats of each field.to the right of the Customer Order # field to enter the Order Number, Unit No., Address, Name and Job Number which make up the order number, then click . Refer to
Once saved, the Cust Order # displays the values as a concatenation of the Order Number, Unit No., Address, Name and Job Number fields.
Select the relevant code from the drop down arrowin the Desp. Method field. Date Required will default to the next day but can be updated as required.
Each required product to be quoted is entered via the Product field in the 'Order Lines' tab.
Type, scan or search for the Product to add.
To clear the details of a selected product, select 'Actions' button and then 'Clear Product Entry'
Click on the Quantity field for the new transaction line and enter the correct value. If required, also select the appropriate UOM using the
To update line detail (Qty, Price, Usage, Picking Group or Line Comments), clickTo update a product with a timber tally defined, click .
|10||Repeat steps 6 - 8 to add additional products as required.|
|11||If the order is being delivered, in the Delivery Details tab, complete at least the Deliver To and Address fields with the relevant delivery information. If the order is 'Pick Up' these details will not be required.|