The Order Management Program allows you to locate and view the sales orders, quotes and loaners that have been entered into the system. The Order Management program also allows you to perform the following tasks.
• Edit existing orders and quotes
• Print existing orders and quotes
• Email existing orders and quotes.
• View Invoice History for a selected sales order.
• View Purchase Order information.
The Sales Order Management program works in much the same way as the Customer Management program does. The Sales Order Management program is a multi-parameter browse which displays a list of sales orders.
Display Sequence Options
The Sales Order Lookup allows you to select the sequence in which the sales orders are displayed and it also allows you to search for orders using whatever display sequence you have selected. Once you have located and selected a sales order, you may use the function keys or mouse options to perform different tasks.
The following is a list of the display sequences which can be used in the Sales Order Lookup Screen. The default display sequence (the sequence used when the program is selected from the menu) may be set on a global or a user by user basis in the System Control file. To select a display sequence, you should left click on one of the columns headers displayed in the program. At this point, you will be presented with a list of the display sequences supported by the program and can select the desired sequence using the left mouse button.
Order Displays the sales orders in sales order number order.
Company Displays the sales orders in company name order.
PO # Displays the sales orders in customer PO order.
Ref # Displays the sales orders in reference number order.
Rep Displays the sales orders in sales rep order.
Orep Displays the sales orders in order of the operator who entered the order.
Status Displays the sales orders in status sequence.
Note: Each display sequence can be set up to display different information from the same record. The data fields (individual pieces of information) which are listed on your screen at any given time depend on the display sequence that you are using and the parameter or "par" file used by that particular sequence. The data that you will see when you use each display sequence is controlled by a par file which can be customized by your system administrator or by Cove Systems personnel. Please see the System Administrators Reference Manual for more information about parameter file set up and maintenance.