Quick Entry Orders

The Quick Entry Orders option in the Orders menu enables you to enter customers' orders in a screen designed for speedy data entry using the keyboard, without needing to use the mouse very much. Orders entered via the Quick Entry Orders screen will be visible in the customer's orders in the same way as an order imported from Standard Orders or added via My Orders.

Overview Adding Quick Entry Orders Top

Overview

Quick Entry Orders can be used to:

• Update existing orders (for example, if you have already used Import Standard Orders, or created an order in My Orders) provided the existing order can be edited, or
• Create new orders if the customer does not already have an order for the delivery date or if the existing order cannot be edited (eg because it has been marked as delivered, the docket has been printed, or the order has been invoiced)

When creating a Quick Entry Order, you enter:

• Delivery Date: the date the order is for
• Customer Code: the customer you are entering an order for
  • Inactive customers can be hidden from the list by ticking the Hide inactive customers when creating new order, new receipt option in the General Settings section of General Settings
• Product Code: the product being ordered
  • In General Settings, the General Settings tab allows you to specify whether the you want to search by the EasyVend (Vendor) Product Code or by the Supplier Product Code
• Quantity: the quantity that your customer wants to receive for that product
  
  
• Check Duplicates: confirms that there are no duplicate orders prior to saving

Adding Quick Entry Orders

The general procedure for adding quick entries is:

• Select a delivery date and customer
  • These details stay on screen until you select a new date and/or customer
• Add the products and quantities for this date and customer
  • For customers who have a standard order, products in their standard order are displayed at the top of the product list and have a ★ next to their name
  • In General Settings, the General Settings tab allows you to specify whether the you want to search by the EasyVend (Vendor) Product Code or by the Supplier Product Code
  • As you add products and quantities, the order list below the data entry section is updated
    
    
• If you are entering more than one order, select a new date and/or customer and add more products and quantities
• Repeat until all orders have been entered
  
  
• Check for duplicates
  • Duplicates are colour highlighted in the order list as products are added
  • You can also click Check Duplicates to display a window listing the entries that have duplicates or to confirm there are no duplicates
  • If duplicates are found or products are entered in error, delete the unwanted entry or entries at any time by clicking the x 
    
    
• Click Save to update the customers' orders and clear the list

In more detail:

1. Select Quick Entry Orders from the Orders menu
2. Type in or select the Delivery Date and press <Enter>
3. Select the customer you are entering the order for and press <Enter>:
   • If you used <Enter> to get to the Customer field, or clicked in the field, the drop-down list and search field will open automatically
   • If you used <Tab> to get to the customer field, press <Spacebar> to open the drop-down list and search field 
   • Inactive customers can be hidden from the list by ticking the Hide inactive customers when creating new order, new receipt option in the General Settings section of General Settings
   • In the list search field: 
     • Type a customer code or partial customer name to filter the list
     • If necessary, use the up and down arrows to highlight the customer
     • Press <Enter> to select 
4. Enter the products and quantities for this customer:
   • Select the first product and press <Enter>:
     • Notes:
       • Products that are in the customer's Standard Order (if any) appear at the top of the product list and have a ★ 
       • In General Settings, the General Settings tab allows you to specify whether the you want to search by the EasyVend (Vendor) Product Code or by the Supplier Product Code
     • If you used <Enter> to get to the Product field, or clicked in the field, the drop-down list and search field will open automatically
     • If you used <Tab> to get to the Product field, press <Spacebar> to open the drop-down list and search field 
     •  In the list search field:
       
       • Type a product code or partial product name to filter the list
       • If necessary, use the up and down arrows to highlight the product
       • Press <Enter> to select 
   • Type in the Quantity the customer is ordering for this product and press <Enter> to add the product to the order
     • Pressing <Enter> after typing in the Quantity avoids the need to use the Add button
     • Alternatively, to add the product after typing in a quantity, you can:
       • Tab to the Add button and press <Enter>, or
       • Click Add 
   • After the product and quantity are added, the cursor automatically returns to the Product field ready for adding the next product in this customer's order
   • Notes:
     • If you enter duplicate orders, these are colour highlighted in the list of orders
     • If you have a duplicate or add a product/quantity in error, it can be deleted from the list at any time by clicking the x next to the entry
5. To add orders for another date and/or customer, return to step 2 or 3
   
   
6. When you are finished entering orders, its recommended that you check for duplicates before saving
   • A duplicate order has the same date, customer and product as an existing order
   • If a duplicate order is entered, both it and the original order are colour highlighted in the orders list
   • You will be unable to save an orders list that has duplicate entries
   • To delete any duplicates:
     • Click the x to the right of the unwanted entry to remove that entry; you can do this at any time
   • As well as checking for colour highlighted entries, you can click Check Duplicates to open a window listing entries that have duplicates, or to confirm that all duplicates have been removed
     
     
7. Click Save to add the listed orders to My Orders and clear the list
   • If a Default Purchase Order Reference has been saved in the customer's Standard Order tab, new orders created will use this default as the Customer PO