Adding an Order - Assisted Window

In this environment all order management operations (add, modify, delete), as well as printing the orders issued by the sales rep can be performed. The addition of an order with same characteristics as the last order is allowed.

All items comprising the order are selected, utilizing tables that ease navigation. Some optional order functions are discounts, comments, and item detailing.

To begin sale, you can check the customer's previous order, as primary order information is displayed in service window, such as: order number, issue, and payment conditions.

To add order, you can define the most practical inclusion service window (assisted, simplified) with the back office.

Assisted

This window shows Main, Detail, and Observation folders, when order item addition and management takes place in the Detail folder.

Simplified

This window shows Main, Items, Detail, Observation, and Price folders. Through these folders, you can add one or more products per group in the Items folder and check the added or queried (in Detail Folder) product's data.

Moreover, in this window you can check the price table registered for queried product, or included in Price folder.

Procedures

To add an order:

1. After starting a sale, click Add.

The order addition window is displayed.

If parameter MV_SFATPED does not exist, or is set to 1, The system displays the following window:

2. You can use the following folders to add orders in this window:

Main

In this folder you can set payment conditions, delivery date, and shipping method.

Items

In this folder you can choose to add one or more products per group, as well as product quantity and discount information.

Detail - Assisted

If you use the assisted window when adding a product, the system will let you add, modify, delete, and check products in the order.

Detail - Simplified

But if you use the simplified window, the system will let you check added product information, or search other products.

The operation of either the assisted or the simplified window is configured by the back office in the following parameter: MV_SFATPED.

Note

Use this folder to add notes to be printed in your customer's order and also check it's total value.

Price

In this folder the system lists the prices of products added to the Items folder, or searched in the Detail folder.

3. After entering order data, in the main folder click Save.

The order confirmation window is displayed.

4. Use this window to check details of the product added to the order (quantity of added items, order subtotal, discount offered and total amount to be paid by customer). Use the arrows on right side of screen.
5. Check data and click Confirm.

The system displays a confirmation message.

6. Click OK.

The system returns to the Order folder's Service window.