Entering Items on Orders

Now that the basic information has been entered for the order, the next step is to enter the specific items that the customer ordered. Find the Order Detail line in the middle of the form, just below the Purchase Order field and above the Subtotal field. Click New (on the right side of the screen, on the same line) to bring up a blank screen and enter new information for the first item to be ordered.

The Item ID field is where you select the item that the customer is ordering. Click the box at the end of the line to bring up the list of items that your company sells. Select the item you wish to add to the order from the list by clicking the Select button. The item will appear in the Item ID field.

Enter the quantity of the item you wish to order in the Order Qty field.

The Backorder Qty field and Backordered check box are automatically filled in by the system if the order is placed on backorder. There is no need to edit or enter data into these fields.

The Item UOM field is automatically filled in based on the information entered about the item during the inventory setup process.

The Item Weight field is automatically filled in based on the information entered about the item during the inventory setup process.

The Discount Percentage field is where you would enter a percentage on this particular item if one is being given to the customer. Note:, the discount applied here is for that item only, not the entire order.

The Taxable box is automatically checked if the item is taxable. The classification of an item being taxable or not is selected during the inventory setup process. If there is a need to override whether an item is taxable or not for this order only, you can check this box on or off.

The Item Unit Price field automatically displays the price per item as entered during the inventory setup process.

The Total field will automatically calculate based on the quantity of items times the item cost.

The GL Sales Account field will be automatically filled in based on the sales account selected during the inventory setup process. There is no need to edit or change that field.

The Project ID field is used if this order is for a specific project. You can select the project from the drop down list, if applicable.

When you are finished entering the information about this item, proceed to the next step, entering Other Order Information.