Navigate to the Sales Orders and Quotes screen.
Complete the following procedures as needed to create or edit a quote:
Click the New Sales Order button to display a blank Sales Order Details screen.
Click a quote’s Details button to display its Quote Details screen.
Click a sales order’s Details button to display its Sales Order Details screen.
Note: If this Sales Order Details screen is open on another workstation, the screen may display a Check Lock button indicating the screen is in use. If this is the case, some functions (i.e., editing) may not be available, but a secondary user may still review a sales order's details and print documents as needed. When the first user closes the screen, stops interacting with it for a full minute, or navigates to another screen, the Sales Order Details screen automatically unlocks. At this point, a secondary user can click the Check Lock button to activate and take control of the screen.
Enter/edit Contact information:
Note: Refer to Select or Add a Sales Order Contact for more information on completing this section.
Customer tab |
Complete this tab to identify the customer and automatically populate the Bill To and Ship To tabs. Note: If the assigned customer record is later updated, the new information is reflected on this tab but not on the others. In this situation, reselect the customer record for this tab to update/repopulate the other tabs as appropriate. (If necessary, click the Clear Customer button to clear customer information from this tab.) |
Bill To tab |
The Bill To party is responsible for payment and is used to determine discounts, taxes, etc. If the party shown on the Customer tab is not the Bill To party, select/add another customer record for this tab. The Bill To party will be identified with the sales order in transaction records. (If necessary, click the Clear Bill To button to clear customer information from this tab.) |
Ship To tab |
The Ship To party is responsible for receipt of the items and is recorded in the Bound Book if the order includes firearms. If the party shown on the Customer tab is not the Ship To party, select/add another customer record or a transfer agent (firearm vendor) record for this tab. (If necessary, click the Clear Ship To button to clear customer/vendor information from this tab.) |
Notes tab |
Add text notes as desired. |
Select the desired products.
Complete the following procedures as appropriate to identify the product(s) to be added:
Scan or enter the appropriate identifier (UPC, etc.) in the blank field and press the Enter key.
Note: If the identifier is not already in the database, the system displays a message indicating this.
Select the product(s) to be received.
Complete the following procedures as needed to enter shipment values for each product.
Click the product's row to select it. (Do not click its Delete button.)
Note: If the Firearms and Serialized Non-Firearms tabs are grayed out, this is a standard (neither firearm nor serialized non-firearm) product. If either tab is activated, that is the product's type: Complete the appropriate procedure for the product.
Click the firearm's row to select it. (Do not click its Delete button.)
Note: If the Firearms tab is active, this is a firearm. If the tab is not activated, this is another type of product: Complete the appropriate procedure for the product.
Complete either of the following procedures to identify the added firearm(s) and associated serial number(s).
Modify the firearm's Qty Ordered, Sale Price, and GP% values as appropriate.
Note: A firearm's Ship Qty value is determined by the selections made on the Firearms tab and may not be manually modified on the Order Details tab.
Click the product's row to select it. (Do not click its Delete button.)
Note: If the Serialized Non-Firearms tab is active, this is a serialized non-firearm. If the tab is not activated, this is another type of product: Complete the appropriate procedure for the product.
Complete either of the following procedures to identify the added product(s) and associated serial number(s).
Modify the product's Qty Ordered, Sale Price, and GP% values as appropriate.
Note: A serialized non-firearm product's Ship Qty value is determined by the selections made on the Serialized Non-Firearms tab and may not be manually modified on the Order Details tab.
Complete the Shipping Details section.
Order # |
The system automatically populates this field. |
Customer PO # |
If appropriate, enter a unique identifier for this customer. |
Employee |
The system automatically populates this field with the user who creates the sales order. If appropriate, another user (employee) may be selected from the drop-down. |
Ship Date |
Enter the ship date (mm/dd/yyyy) or Select a Date with the calendar button. |
Ship Via |
Enter the shipping method. |
Tracking # |
Enter the tracking number. |
Sale Price Total |
The system automatically populates this field. |
Tax Amt |
The system automatically populates this field. |
Freight |
Enter the freight amount. |
Sales Total |
The system automatically populates this field. |
Payment Type |
Select the appropriate payment type (Prepaid or House Account) from the drop-down. |
Complete the following procedures as appropriate to print documents for this sales order:
Adjust display as desired.
Adjust display as desired.
Adjust display as desired.
When the sales order is ready for processing, click the Submit button to display a save confirmation window.
Note: If it is not ready, click the Back button to close the Sales Order Details screen and add/update the sales order on the Sales Orders and Quotes screen.
Adjust display as desired.
Click the OK button to close the save confirmation window, close the Sales Order Details screen, and move the sales order from the Sales Orders and Quotes screen to the Sales Order History screen.
Note: If any product on the sales order has a Ship Qty value that is less than its corresponding Qty Ordered value, the system automatically generates another, sequentially numbered sales order to address the difference and adds it to the Sales Orders and Quotes screen.
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© 2016 AcuSport Corporation |