Many reps in our industry use either the term "Principal" or "Manufacturer". For purposes of this tutorial, we will use "Manufacturer".

Order Entry

Your customer has placed an order, or your manufacturer has sent you an order acknowledgement. Either way – you are ready to enter an order. From the main screen you would select Orders.

This brings up the Order Entry screen (below). As you can see, an order consists of its header (customer, principal, P.O. number, salesperson, etc.) and one or more line items (part number, quantity, price, etc.). If you do not track part numbers and multiple line items, you would simply enter one line item with quantity of one, and unit price equal to the entire order dollar amount.

Once an order has been entered, you can print, fax, or email it. You would click (from the order entry screen) the printer button, and a Purchase Order Print/Fax preview screen comes up.

Your Purchase Order is displayed (previewed) as shown above. You can now Email, Fax, or print your Purchase Order.

To Email your Purchase Order you would click the Office Links toolbar button and pull down to Publish with MS Word. The resulting Word file can be used as an email attachment.

To Fax or Print your Purchase Order you would (from the menubar) click File, Print, and then select either your Fax program as the printer, or select your printer.