New Order

Decide on what products need to be ordered. You can use the Re-Ordering report to help you do this.

Type in the number of the order. This will be the number assigned to the order by your organisation. A check will be made to see if the order number has already been used in this audit. If so, you have the option to add to that note. A check will also be made against the last audit and you will be warned if one is found. Select the supplier from the list. Press a down-arrow on the keyboard to show the list or click on the small arrow on the right Or you can type the first few letters of the supplier's name and it will come up in the box. You must select a supplier to continue with the order. If the supplier is not shown in the list, you will need to add it on the Supplier's screen. Type in the date of the order Typically this will be today and you can simply press Enter. Or, type in the specific date. Type in the expected date of the delivery The delivery date will default to the day after the order date. If this is correct you can simply press Enter. Or you can type in the specific date. Select the contact Press a down-arrow on the keyboard to show the list or click on the small arrow on the right Or you can type the first few letters of the contact name and it will come up in the box. You do not have to select a contact and it will show "None".

• Select the product.

  Type in a minus '-' and the search screen will be displayed showing only the products available from this supplier.
  For more information on searching click here.

  Use the up/down arrow keys to move to the product you want and then type in the quantity. A mini screen will be shown indicating the size of the product and the cost price. Complete the quantity and press Enter.

  

  If you do know the product code, you can type it in and the product’s description and size information will be displayed on the right-hand side. You can then select which size of item is to be ordered and type in the quantity.
  If you have a wine list and are using bin numbers, you can type in the bin number instead of the product code.

  The Total Cost box will be shown and you have the option of changing it. If you have a price list, and the price is different to that displayed on the screen, type in the new total price and then press Enter.
  The product's cost price for this supplier will be updated automatically. However, you will be prompted whether you want the main database cost price to be updated.

• Click on the Add button.
  The order information for that product is now added to the database and the cursor will be returned to the Product Code box for you to enter the next product. The accumulated value of the current order is displayed in the ‘Total so far’ box. The product and quantity details you just entered will also be displayed in the list box on the right.

  You can enter a new product code or search as above.

• Click in the Order Number box.
  This will clear most of the boxes on the screen and you can type in the number of the next order.

You must enter the Order Number, Supplier etc. first. Then, when you reach the Code box, the Auto Order button will become available.