Atlantic DataSystems: Sage Web Chat for Order Entry
12
Monthly Web Chat with Calvin O’Driscoll September 20, 2012
-
Upload
atlantic-datasystems -
Category
Business
-
view
79 -
download
2
Transcript of Atlantic DataSystems: Sage Web Chat for Order Entry
Monthly Web Chat with Calvin O’Driscoll
September 20, 2012
Agenda
• GoToMeeting housekeeping
• Overview of order entry
• Demonstration of order entry
• Q & A
Housekeeping
• During the Webinar, all attendees will be muted and placed in listen only mode. This is to eliminate issues with background noise, which causes feedback to all callers.
• If you have a question, please enter it in the chat window and I will answer promptly during the Q&A session.
Order Entry
NOTES:
• You can use Order Entry to process orders, shipments, and invoices.
• Order Entry is integrated with inventory control, accounts receivable, project & job costing, and general ledger.
• Order Entry functions are restricted based on the security profile attached to the system user within Sage Accpac security groups.
Order Entry
PROCESS:
• Open order entry / transactions/ order entry.
• Enter customer number, date, type, and location.
• Enter optional data in order, customer, taxes, sales split and optional fields sections.
• Enter items, quantities, and unit price.
• Click post.
• Print order confirmation form if required.
Order Entry
PROCESS:
• Open order entry / transactions/ shipment entry.
• Enter customer number, and select order number.
• Enter optional data in shipment, customer, taxes, optional fields, and sales split sections.
• Ship item quantities.
• Click post.
• Print picking slip form if required.
Order Entry
PROCESS:
• Open order entry / transactions/ invoice entry.
• Enter customer number, and shipment number.
• Enter optional data in invoice, customer, taxes, optional fields, and sales split sections.
• Click post.
• Print invoice form if required.
Order Entry
COPY ORDER FUNCTION:
• Open order entry / transactions/ copy order.
• Enter customer number, and order number.
• Click go button.
• Modify details if required.
• Click Create.
Order Entry
CREDIT / DEBIT NOTE ENTRY:
• Open order entry / transactions / credit/debit note entry.
• Enter customer number, document type, and invoice number.
• Enter optional data in credit/debit note, customer, taxes, sales split and optional fields sections.
• Enter transaction type on each detail line, modify item details if required.
• Click Post.
• Print debit/credit form if required
Order Entry
ADDITIONAL NOTES:
• Run day processing within inventory control periodic processing. This process updates accounts receivable, and general ledger.
• View transactions in accounts receivable, and general ledger.
• Drilldown functionality in accounts receivable, and general ledger.
Q & A
Contact Details: Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419 [email protected]
For support:
