When creating a sample order for a full size piece(s) shipping out of a stocking warehouse and you need to override the UOM (unit of measure) to piece, you must check the sample selection box before entering a quantity.
1.) From the Sales Home, click the plus sign near the "All Sale Orders" icon in the middle of the screen.
1.) From the Sales Home, click the plus sign near the "All Sale Orders" icon in the middle of the screen.
2.) Enter the customer header information for the customer you are dealing with. The "Add New" link in the "Bill To" section allows for creation of a new customer account.
The Customer Name is typically listed on the "Bill To" side and the referred Homeowner's info is entered in the "Ship To" section in the middle of this page.
The Customer Name is typically listed on the "Bill To" side and the referred Homeowner's info is entered in the "Ship To" section in the middle of this page.
No Charge Sample Order – shipping from inventory
When Creating a no charge sample order, showroom installation or showroom display order, shipping full piece(s) out of inventory, for the material cost to go against the correct GL account, (not go against your branches profits) on the header page of the Sales Order you must edit the Division Field to match the reason for the no charge order. *this is similar to what the sample shipment field was in P21.
No Charge Sample Order – shipping from inventory
When Creating a no charge sample order, showroom installation or showroom display order, shipping full piece(s) out of inventory, for the material cost to go against the correct GL account, (not go against your branches profits) on the header page of the Sales Order you must edit the Division Field to match the reason for the no charge order. *this is similar to what the sample shipment field was in P21.
Sales Order Entry - Mandatory fields are outlined in Red
Project Type - what we know in P21 as SMG - Sales Market Group. This field will fill in based on the default in the customer’s account, and can be edited if needed. The categories for you to choose from are:
Location - The branch where you work
Fulfilment Location - The branch that will be the final destination for material. The location the delivery or pick up will take place at. This field is critical if you are transferring material.
Project Manager - What we know in P21 as Taker
Contact Mode – walk in, telephone, fax or email
How did you hear about us - what we know in P21 as lead source. This will default in from the customer’s account, it can be edited if needed
Associates – fill in if applicable
Project Type - what we know in P21 as SMG - Sales Market Group. This field will fill in based on the default in the customer’s account, and can be edited if needed. The categories for you to choose from are:
- Dealer (to be used for an authorized WZ CMP dealer)
- SR Commercial (any commercial sale not dealer)
- SR Residential (any residential sale not dealer)
- E-Commerce (only to be used for website sales)
- Intercompany- (Mosaics companies; currently Opustone and Surfaces Southeast)
Location - The branch where you work
Fulfilment Location - The branch that will be the final destination for material. The location the delivery or pick up will take place at. This field is critical if you are transferring material.
Project Manager - What we know in P21 as Taker
Contact Mode – walk in, telephone, fax or email
How did you hear about us - what we know in P21 as lead source. This will default in from the customer’s account, it can be edited if needed
Associates – fill in if applicable
A. Billing Customer:
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A. Ship To:
B. End Customer / Job Name:
C. Shipping Address:
D. Sales Tax:
E. How did you hear about us:
- Select the type of Delivery. Whether it is Pick Up or Delivery or Dropship.
B. End Customer / Job Name:
- Enter the Customer Name or Job Name or End Customer Name.
- Your End Customer / Job Name will be the name of the individual project for the billing customer.
For example, the "Bill To" customer might be "ABC Construction" and the Job Name might be "Smith Residence." - The job name distinguishes multiple customer orders from one another, and can be used as search criteria.
C. Shipping Address:
- Fill in the shipping address. If the shipping address is same as billing address, then you can click on Copy Bill to; which will auto fill the address and other details from Bill To section.
D. Sales Tax:
- If type of fulfillment method is Delivery or Dropship, then Sales Tax will be auto populated based on the Shipping Address. Else if fulfillment type is Pick-Up, then Company Location Sales Tax will be auto populated.
E. How did you hear about us:
- What we know in P21 as lead source. This will default in from the customer’s account, it can be edited if needed
Freight Terms: who is paying freight
- PP - prepaid WZ is paying freight
- PPA - prepaid Add - Client is paying and being invoiced for freight.
- C - Collect
- 3rd Party
By clicking Go To Next Step To Add Products button at bottom right, the system will save the information and create the Sample Order and will redirect to another page to add products.
ADD ITEM
3.) After creating the new Sample Order, in the SaleOrder detail page; click on "Add Item" button to add Item from Available Inventory. You must check the Sample Selection box first to override the full box rounding.
A. Sample Selection:
- If the order is Sample Order then you can select this check box first.
- Once you check the checkbox, it will take out the Min Pick Restriction.
- Once you select the Sample Selection checkbox then search for Inventory
- The available inventory is displayed in FIFO order.
- You can select any number of Pieces, even if the Item is setup with Minimum Picking Units as BOX.
- Then Check the selected Inventory Line.
- Click on Add Item Button to add the selected items to the Sale Order
- The Description entered here can be shown in the prints and documents.
- When Sold As is Checked, then the Description is considered as the Product Name in Prints and Documents.
4.) After adding the required Items your Stock Order will look similar to the below image.