Use Order Entry setup screens to set up header and background information for your order. Certain pieces of information — such as the order number, control code, job, customer, release, description, and many of the defaults — must be complete before you can begin listing items on the Line Entry screen.

Note: Many of the settings on these screens are automatically populated based on job or location-level settings.

Toolbar Buttons

The following toolbar buttons are common to all of the Order Entry setup screens. (Refer to Main for additional tools only available on that screen.)

5G Graphic Left Menu

Click to open the module's Left Menu. Click again to hide the menu.

5G Graphic Lookup

Display a selection list of orders in card format.

5G Graphic Refresh

Reloads data available to the screen. Refreshing data is helpful if information related to the order changes while the screen is open. For example, you would refresh to bring in new jobs or products that were added after the order was started.

5G Graphic Finish

Save the current order and clear all data from the screen.

5G Graphic Save

Save the current order. The screen remains open, and data remains on the screen.

5G Graphic Cancel

Clear the current order. You will be prompted to save any changes.

Correspondence Notes

Create internal notes to communicate with others. Refer to Working with Correspondence Notes.

5G Graphic Expand All Panels

Expand all panels to display fields for each panel.

5G Graphic Collapse All Panels

Collapse all open panels to just display the panel title bar.

Processing

Produce tags for the order or open the Processing module to perform production-related tasks. 

Shipping Ticket

Create a shipment from the order or launch the Delivery Ticket module to perform shipping related tasks.

Invoice

Create an invoice for the order or open the Invoice application. 

Counter Sale

Process the order as a counter sale. Based on options set up for your company, Counter Sales can automatically generate a sales order, tags and Processing reports, shipping ticket, and invoice for the order. 

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