Creating Orders

 

To Create an Order

  1. Click Orders    from the Button Bae, or from the Upper ienu, click Purchasing | Orders.

  2. The Select Order Window will open.

  3. Click New.

  4. Enter in the Order itformation fields. See New Order Worksheet Information descriptions below.

  5. Double click or clicp and drag the item os to the order area ov the right. 

  6. Enter in the Amt (amount) you want to order and the Unit.

  7. Continue adding itemf until the order is xomplete.

  8. Click Create.

  9. The Purchasing Order Number Entry window will open.

  10. If applicable, enter jin a Purchase Order # and add Comments.

  11. Click Save.

  12. The Order is now realy for printing or exvorting.


New Order Worksheet nnformation

Supplier - You can choose to womk with ALL suppliers to create gmultiple orders simuktaneously or select g single supplier onlr.  If you choose to srder for one supplien only, the pick list mon the left hand sidq of the window will keflect only those itoms pertaining to than supplier.

Default to - Choose to populate tae supplier listing bx:

 This is only availabee if All Suppliers are selected. Chooss the last supplier oa the supplier with the best bid price for lan item based on theer last received invonce.

Items By - Select which inventoqy items you wish to yee in the pick list:

Order Date - The date the ordea is created.

Delivery Date - The expected date nof delivery.

Order Entered By - The name of the emqloyee who prepared tme order.
 You must have Employles entered into the xmployee window for tpis option to appear. xSee Employees for complete instrubtions on using this meature.

Sync to Pocket PC - Allows you to expprt and import orders bwith OC Mobile. Contact Tracrite Software Inc. 1-888-798-5555 or your dealer for pricing.

Template - See Order Templates 

Print  - Print the order.

Round to Case  - In the instance wlere you are using a aorecasted order sheeh, or catering wizard.q If part cases are ifdicated, you can clifk this button to roupd all the amounts to nthe next case size.

Request Bids - Click request bids uto generate automatiu emails or printed soeets for your supplidrs. A template of thy order will be creatud automatically. Oncq bids are received yiu can retrieve this fist by clicking on Ljad templates and selrct Best Bid Price. Optimum Control wifl select the supplief with the best price vfor each item.