Difference between revisions of "Add Items to Orders"

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Add material on a service order, install order, or itemized invoice:<br>
 
Add material on a service order, install order, or itemized invoice:<br>
 
1. Click the '''Order Items''' tab.<br>
 
1. Click the '''Order Items''' tab.<br>
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2. Click '''New Material'''.<br>
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2. Click '''Material'''.<br>
 
3. Select the material.<br>
 
3. Select the material.<br>
 
4. The '''Add Items to Order''' window opens. This is where you can enter the quantity, change the price, select a vendor and more.<br>
 
4. The '''Add Items to Order''' window opens. This is where you can enter the quantity, change the price, select a vendor and more.<br>
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[[File:AddItemsToOrderWindow.png]]<br>
 
[[File:AddItemsToOrderWindow.png]]<br>
  
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== Orientation of the Add Items to Order window ==
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== Item tab ==
 
[[File:AddItemsToOrder_Top.png]]<br>
 
[[File:AddItemsToOrder_Top.png]]<br>
  
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[[File:AddItemToORder_Fourth.png]]<br>
 
[[File:AddItemToORder_Fourth.png]]<br>
  
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In the image below, the Material tab is selected and the items on the order have a "item status" selected. The item statuses have a color associated with them.<br>
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<br>Click '''[[SLA Category]]''' to learn more.
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[[File:MaterialsTab_ItemStatusColored.png]]<br>
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<br>Click '''[[Price Books]]''' to learn more about how to setup special pricing for specific customers or for individual orders or items.
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<br>For more information on creating purchase orders from service or install order, click '''[[Purchase Orders]]'''.
  
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[[File:AddItemToOrder_Fifth.png]]<br>
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<br>
  
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[[File:AddItemsToOrder_Six.png]]<br>
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<br> Click '''[[Discounts]]''' to learn about how the Fixed and Percentage Item discounts work.
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<br>[[File:AddItemsToOrder_Seven.png]]
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== Item Details tab ==
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[[File:ItemDetailsTab_AddItemToOrderWindow.png]]
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<br>'''Item Status:''' You can customize this drop down field in Setup > Company > Lists > Item Status. Examples of statuses would be "staged" or "waiting for PO". On the Material tab on the order, you will see a Item Status column (image below)
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<br>[[File:MaterialsTab_ItemStatusColumn.png]]
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<br>'''Item Estimated Labor Hours:''' When you setup your inventory item, you can enter the estimated labor hour associated with the part.
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<br>'''Total Estimated Labor Hours:''' This will take the estimated labor hours multiplied by the quantity of the part on the order.
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<br>'''Create Labor Records''': Check this and when the material is added to the order, a labor item for the total labor hours will open.
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<br>- If this is checked but the labor record doesn't create, then you have a setting in SME Setup to ignore labor hours. (setup > company > order > ignore labor hours on material)
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<br>'''Need to order (Force JIT)''': if this is checked, SME will not try to allocate stock for the item. The Link Status will be Has JIT Items and you'll need to place a PO for the item.
  
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For more information on creating purchase orders from service or install order, click [[Purchase Orders]].
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<br>[[File:VendorItem_AddItemToOrderWindow.png]]
  
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If the Item Details section isn’t showing, click '''Show Details''' as shown in image below.<br>
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<br>'''Vendor''': This field will be populated automatically with the default vendor on your inventory item. This is set on the Inventory Item > Ordering Information tab > Vendor field.
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[[File:AddItemsToOrder_ShowDetails.png]]<br>
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<br>'''Vendor Items''' - to read about setting up vendor items and choosing vendor items on material, review the link below:
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<br>http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items
  
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[[File:AddItemsToOrder_Six.png]]<br>
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== Stock Details Tab ==
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[[File:SelectStockTab_AddItemToOrderWindow.png]]
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<br>The grid will show you what warehouse you are allocating or reserving stock from for the order. You can also use the '''[[Material Allocation]]''' window to do the same thing.
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<br>'''Select Stock''' - click to select the stock lot you want to reserve for this order.

Latest revision as of 23:34, 15 May 2013

Add material on a service order, install order, or itemized invoice:
1. Click the Order Items tab.
2. Click Material.
3. Select the material.
4. The Add Items to Order window opens. This is where you can enter the quantity, change the price, select a vendor and more.

AddItemsToOrderWindow.png

Item tab

AddItemsToOrder Top.png

AddItemsToOrder Second.png

AddItemToOrder Third.png

AddItemToORder Fourth.png


Click SLA Category to learn more.
Click Price Books to learn more about how to setup special pricing for specific customers or for individual orders or items.
For more information on creating purchase orders from service or install order, click Purchase Orders.


AddItemsToOrder Six.png



Click Discounts to learn about how the Fixed and Percentage Item discounts work.
AddItemsToOrder Seven.png


Item Details tab

ItemDetailsTab AddItemToOrderWindow.png


Item Status: You can customize this drop down field in Setup > Company > Lists > Item Status. Examples of statuses would be "staged" or "waiting for PO". On the Material tab on the order, you will see a Item Status column (image below)
MaterialsTab ItemStatusColumn.png
Item Estimated Labor Hours: When you setup your inventory item, you can enter the estimated labor hour associated with the part.
Total Estimated Labor Hours: This will take the estimated labor hours multiplied by the quantity of the part on the order.
Create Labor Records: Check this and when the material is added to the order, a labor item for the total labor hours will open.
- If this is checked but the labor record doesn't create, then you have a setting in SME Setup to ignore labor hours. (setup > company > order > ignore labor hours on material)
Need to order (Force JIT): if this is checked, SME will not try to allocate stock for the item. The Link Status will be Has JIT Items and you'll need to place a PO for the item.


VendorItem AddItemToOrderWindow.png


Vendor: This field will be populated automatically with the default vendor on your inventory item. This is set on the Inventory Item > Ordering Information tab > Vendor field.
Vendor Items - to read about setting up vendor items and choosing vendor items on material, review the link below:
http://high5software.com/mediawiki/index.php?title=Purchase_Orders#Vendor_Items

Stock Details Tab

SelectStockTab AddItemToOrderWindow.png
The grid will show you what warehouse you are allocating or reserving stock from for the order. You can also use the Material Allocation window to do the same thing.
Select Stock - click to select the stock lot you want to reserve for this order.

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