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Order
Entry
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| PRESStige
Order Entry is designed to work in conjunction with PRESStige
Accounts Receivable. It's purpose is to enter orders into the
system quickly, print a job ticket and update Accounts Receivable
with invoice information and create the job in Job Costing (if
installed). Order Entry is primarily used by those companies
that do not need full featured estimating. Typically this means
a lot of simple jobs that need to be processed quickly. The
PRESStige Order Entry does however have its own built-in calculating
capability for basic job estimating in addition to the more
typical order entry feature listed below. |
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| FEATURES
AND BENEFITS SUMMARY: |
| Flexible
Setup of Order Entry Formats |
- Order
Entry consists of filling in questions pertaining to the
job. You have the ability to define these questions yourself
so you can precisely control what is asked, how it prints
on the job ticket and what is sent to Accounts Receivable.
- You
can define up to 10 different sets of entry questions which
allows you to do different data entry for different types
of jobs if you like.
|
| Orders
are Saved for Later Recall |
- If
a customer gives the specs for a job and then says they
have to double check something or get final approval, you
can save the order that was entered and recall it later
when it is ready to actually become a job.
- When
recalling orders, you can recall by order number, customer
number or name, customer PO, job description or job number.
|
| Job
Tickets |
| Each
Order Entry format has a job ticket that can show any information
entered as well as perform calculations to show sub-totals etc.
The job ticket can be expanded or contracted depending on the
job complexity. |
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| Updating
Accounts Receivable |
- When
setting up the order entry format, you can tell the system
where each key piece of information is located so that Accounts
Receivable can be updated correctly. Once this is done,
the update is seamless and automatic each time an order
is placed.
|
| Standard
Operating Procedures (SOP) |
| For
customers who have standing instructions you don't want to forget,
you can use the SOP feature so that each time that customer
places an order the job ticket will automatically include the
standard operating procedures for that customer. |
| |
| Order
Entry |
| Order
Entry questions can be tailored to your specific needs. This
screen allows you to set up your entry questions. |
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| |
| Here
is an example of an order entry screen being filled out. |
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| After
entering your order you have several ways to save and print
it. |
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