The order screen is divided into several sections:
- Order Buttons - described in greater detail in the Order Buttons sub topic.
- Details
- Items
- Notes
- Pay To
- Totals
- Product Listing
Order Details
The order details consist of three fields:
- Order Type - eSMS has several different order type.
- Description
- Date
Items
The order items are made up of the following:
- Delete button - This will permanently remove the product from the order.
- Delivery Date - This is the date the product was picked up to delivered to the customer.
- Product - Product name, refer to the Add Product topic for information on how to add products to an order.
- Product Notes - These are note specific to this line item. By clicking on the product name, a notes dialog box will be displayed to add or change the notes.
- Lot Number - Lot numbers are available after product shipments have been entered with lot number. For more information, see Shipment Transactions
- Quantity - The quantity is validated based on the package type that is selected.
- Price - If product pricing is maintained in the product hierarchy, the price will default to the product price when initially added. The price can be edited.
- Total - This is a calculated field that is not editable.
Notes
Notes are for the entire order and are printed on the bottom of the invoice or quote.
Pay To
If alternative Pay options have been setup, select the desired selection. This information will be displayed on the bottom of the invoice. By default, the dealer is selected.
Totals
This summarizes the order. Some totals are not displayed if discounts, cash discount and payments have not yet been added to the order.
Product Listing
This displays products that are available to be added to an order. Once a product from a product line has been added to an order, the other product lines become unavailable.
IMPORTANT: Products from multiple product lines can not be added to the same order due to possible differences in the cash discount schedules.
