Order Entry
How to start a new order
Go to the Order Processing Master Menu Go to the Order Processing Menu Go to Order Entry At ENTER OPERATION type “N” for a new Order or “E” for a new Estimate Enter the Customer Number or the press F3 for Customer Look up After the customer is entered press F2
How to line parts on an order
At ENTER OPERATION type “L” and hit enter Type the part number or hit F3 for part look up option Next enter the quantity needed After the quantity is entered hit enter until you get to the override price If needed to override the price enter it here If not enter to the next line Once all p...
How to add Labor Charges to an order
At ENTER OPERATION type LBC and hit enter Enter the labor charge or it F3 for Labor Look Up Next you will be able to choose the QTY Then you can choose the Billing Method Now you will choose the assigned Technician or press F3 for Look Up Next you can override the pricing if needed
How to find the totals of an order
At ENTER OPERATION type “T” for totals At ENTER OPERATIONS type “TC” for total costing At ENTER OPERATION type “VP” to view all pricing
How to Complete an Order
Always type “T” to make sure the totals are correct At ENTER OPERATION type “D” for done The next box will allow you to confirm the details of the order After you confirm the information press F2