Embedded Files
How to create an Order
How to create an Order
STEP 1
Fill out the highlighted parts on the "Order Entry/Update" and take note of the order number.
Account Number (see chart below for reference)
Ship to (press [F4] to change the country; if outside the US, put "**" in the State field.)
Customer PO (Format: CustomerLastName[space]ZendeskTicket#)
Ship date (Date today)
Location: Select the location based in inventory availability
001= NYO warehouse (most accessory parts)
006= STG, California warehouse
Ship Via (Only change for expedited shipment)
Resident (R)/Commercial (C) (Usually Residential, but if customer provides ATTN, you need to select Commercial)
F5 = Comments (You can add special instructions here to request to the warehouse to add screws, instructions, or mark the order as HOT).
STEP 2
Open the Header by pressing [F8].
Add the customer email address to the highlighted area.
Press [↵Enter] once done to move to the next page.
STEP 3
Press [F2] to enter "entry mode" to create an item line.
Fill out the quantity area and enter the style number of the product.
Press [↵Enter] to add the item in the order (Texts turns white indicates that the item has been successfully added to the order).
Once you have added all the item(s) in the order press [F7] to end order, ignore pop-ups, hit [↵Enter].
EMOBOSSING
EMOBOSSING
If the item has embossing, follow the step below
Press [F1] to refresh and go back into entry mode
Place cursor on line
Press [F8] then input letters to emboss (up to 3 letters only)
Press [↵Enter] to make the line turn white
Press [F7] to end order, ignore pop-ups, and hit [↵Enter]
Final Step
You will be redirected to the order summary page. Review the order and press [↵Enter] to continue or end the order.
Notes
Notes
If the error message "Duplicate PO number" shows up, it means someone has already entered an order for the same customer and ticket number.
If the error message "UPS has detected this address may not be valid" shows up, press enter to view the recommendations. You will mostly encounter errors on address line 2. If the customer provided a suite number don't follow the recommendation on changing that and override the error.
Use the [F4] button to search the fields in AS400.
Creating an order with payment (CO 01 & CO 90 orders)
Creating an order with payment (CO 01 & CO 90 orders)
Find out the availability of the part, get the cost plus shipping and tax from the B&R rep, and let the customer know. If the customer agrees, proceed with creating the order.
Enter the order under account number 0891152 in Company 01. If you need to charge for a CO 90 part, still enter the order under account number 0891152 in Company 01.
Once you get to the line item to add the parts, enter 9999 on the line item and hit enter. Once you have done that, you can now manually enter the CO 90 part number and put the price in. The finance team cannot apply money to CO 90 parts.
Reach out to a B&R rep with the order number so they can create the payment link.
If a customer needs parts from both CO 01 and CO 90, only create one order either from CO 01 or CO 90, and then add a comment to include the part number and pieces from the other CO. Comments are in [F5] on your main order entry screen.
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