ordering

See Also: Creating Orders

The Ordering Window

Your program comes fully loaded with all products sequenced to the current company order form. Orders can be automatically created based from “Par” or preferred inventory levels. Orders are “Posted” when they have been sent in to the company. Posted orders are transferred to your weekly summary. When you receive the order, click “Receive” and the entire order is transferred into your inventory. Create orders for yourself and for your consultants.

To open the Orders window, Click on the Orders icon in the main tool bar.

Or Select “Orders” from the “Inventory” menu.The Orders window displays either Personal Orders (Your Orders) or Consultant Orders (Other Consultant’s Orders), depending on your selection at the bottom of the window. You can easily switch between the two to display the orders you’re looking for. Orders are displayed with a status icon to the left of the order.

Personal orders are displayed with “N” for new orders (orders which have been saved but not posted or received), a “P” for posted orders, an “R” for received orders and a “C” for consultant orders.

New Consultant Order - Create an order for another Consultant. The system will load the current contact’s information into a new order, filling in name, address, phone and consultant #…etc. Locate the consultant and check the contact information before opening the orders window. If you create a new consultant order with the contact window closed, the system will print the order with “descriptions and fill in the blanks” for all contact information.

Some director’s have created a contact for New Consultant Order -$600, etc. They have then entered the standard $600 wholesale order from the company. When a new consultant wishes to place an order the director then calls up the saved order. This saves time having to recreate this order every time. Substitutions can be made quickly and effortlessly.

New Personal Order - This is the option that you as a consultant or director would select when creating an order for yourself. The order form is loaded with your inventory levels, on order and par settings.

Open - When you select (click on to highlight) an order from the available list and then click Open, it will open the order you selected. You may want to open an order for several reasons. To finish a new order, to post an order, to receive an order, to edit a posted order, to print an order, etc.

Delete - When you select (click on to highlight) an order from the available list and then click on delete, a confirmation window will appear. If you select No you will be returned to the Orders window. If you select Yes, the order will be deleted. There are no second chances after an order has been deleted, so be sure before you do!

Edit Order Info - By selecting, yes that means you need to click on to highlight, an existing order, and then clicking on Edit Order Info, you can change any of the information displayed in the Save Order window (order date and payment information).

Close - Click on close to close the orders window.