Sales lookup section.
Quote lookup section.
To view Quotes by Customer, select the "Quote Lookup by Customer" option from the "Displays" menu. The following screen will appear:
When displaying Quotes by Customer, you are presented with the following options:
- Customer #
Enter the Customer Number of the Customer whose Quotes you want to view. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
- All P/O #s
Select to display all Purchase Order Numbers for the specified Customer.
- Selected
Specify the Customer Purchase Order Number you want to display.
- Starting Order Date
Quotes entered on and after this date will be displayed.
- Ending Order Date
Quotes entered on and before this date will be displayed.
- Quotes
Display lists Quotes for the specified Customer.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
To view Quotes by Item, select the "Quote Lookup by Item" option from the "Displays" menu. The following screen will appear:
When displaying Quotes by Item, you are presented with the following options:
- Item Number
Enter the Item Number of the Item whose Quotes you want to view. The browse button located to the right of the field leads to a searchable list of make and buy items.
- UOM
Inventory Unit of Measure.
- Quotes
Display lists Quotes for the specified Item.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Sales Order lookup section
To view Sales Orders by Customer Type, select the "Sales Order Lookup by Customer Type" option from the "Displays" menu. The following screen will appear:
When displaying Sales Orders by Customer Type, you are presented with the following options:
- All Customer Types
Select to display Sales Orders for all Customer Types.
- Selected
Specify Customer Type whose Sales Orders you want to display.
- Pattern
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
- Starting Order Date
Sales Orders entered on and after this date will be displayed.
- Ending Order Date
Sales Orders entered on and before this date will be displayed.
- Sales Orders
Display lists Sales Orders for the specified Customer Type(s). This display is a nested list, with a plus ("+") sign located to the far left of the display next to each line that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Documents.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
To view Sales Orders by Customer, select the "Sales Order Lookup by Customer" option from the "Displays" menu. The following screen will appear:
When displaying Sales Orders by Customer, you are presented with the following options:
- Customer #
Enter the Customer Number of the Customer whose Sales Orders you want to view. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
- All P/O #s
Select to display all Purchase Order Numbers for the specified Customer.
- Selected
Specify the Customer Purchase Order Number you want to display.
- Starting Order Date
Sales Orders entered on and after this date will be displayed.
- Ending Order Date
Sales Orders entered on and before this date will be displayed.
- Sales Orders
Display lists Sales Orders for the specified Customer.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
To view Sales Orders by Customer Purchase Order, select the "Sales Order Lookup by Customer PO" option from the "Displays" menu. The following screen will appear:
When displaying Sales Orders by Customer Purchase Order, you are presented with the following options:
- PO Number
Enter an Order Number or Regular Expression. The display will show Sales Orders associated with the specified Purchase Order Number(s).
Tip
The "PO Number" field supports pattern matching with Regular Expressions.
- Starting Order Date
Sales Orders entered on and after this date will be displayed.
- Ending Order Date
Sales Orders entered on and before this date will be displayed.
- Sales Orders
Display lists Sales Orders associated with the specified Purchase Order Number(s).
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
To view Sales Orders by Item, select the "Sales Order Lookup by Item" option from the "Displays" menu. The following screen will appear:
When displaying Sales Orders by Item, you are presented with the following options:
- Item Number
Enter the Item Number of the Item whose Sales Orders you want to view. The browse button located to the right of the field leads to a searchable list of make and buy items.
- UOM
Inventory Unit of Measure.
- Starting Order Date
Sales Orders entered on and after this date will be displayed.
- Ending Order Date
Sales Orders entered on and before this date will be displayed.
- Sales Orders
Display lists Sales Orders for the specified Item.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
To view Sales Order shipment Status, select the "Status by Sales Order" option from the "Displays" menu. The following screen will appear:
When displaying Sales Order shipment Status, you are presented with the following options:
- Sales Order #
Enter the Sales Order Number of the Sales Order whose shipment Status you want to view.
- Order Date
Displays the date the Sales Order was created.
- Cust. Name
Displays Customer name.
- Cust. Phone
Phone: Displays Customer phone number.
- P/O Number
Displays Purchase Order Number.
- Last Updated
Displays the date when the Sales Order was last updated. Sales Order updates can include modifications to the original Order or shipping and billing activity.
- Shipment Status
Display lists Sales Order shipment Status for the specified Sales Order.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Runs the report associated with this screen.